Aug 11, 2025

I recently came across some interesting updates in the financial world. One article caught my attention by discussing the dilemma surrounding OCBC bank shares after a dividend cut, indicating that the bank may be overvalued. Another piece focused on ways to boost happiness without spending money, emphasizing the significance of daily habits over material experiences. Additionally, there were insights provided on investing strategies, market analysis, and upcoming financial events for the week.

In another news segment, it was mentioned that the Social Security trust fund is projected to run out of cash in eight years, potentially leading to benefit cuts unless Congress takes action. Home sellers currently outnumber buyers by a significant margin, signaling a shift in the housing market dynamics. Moreover, Palantir emerged as the top-performing stock in the S&P 500 for two consecutive years, achieving a market cap of $400 billion.

The newsletters also touched upon President Trump’s decisions regarding tariffs, the opening of the 401(k) market to crypto investments, and other financial events such as job losses in Canada and interest rate cuts by the Bank of England. Overall, the news highlighted significant developments in the financial and investment landscape, offering valuable insights and analysis on various market trends and opportunities for investors to consider.

This week’s financial news highlighted several key trends in the market. Earnings growth for S&P 490 companies has been stagnant since 2022, contrasting the record highs of the S&P 500. The top 10% of US stocks now represent a record 76% of the US equity market, surpassing levels seen before the Great Depression. Furthermore, US tariff revenue surged to a record $29.6 billion in July, with annual revenue expected to reach $308 billion. Despite economic uncertainties, the current earnings season has been one of the strongest in recent years, with many companies surpassing profit expectations.

Stay Well!