Syz the moment

--Stocks that beat EPS estimates have risen 1.55% while stocks that have missed EPS have fallen 1.33%. --Stocks that have raised guidance (62) have risen 6.1%, while stocks that have lowered (29) have fallen 7.4%. Source: Bespoke

Nearly 5% consolidation since the October high! A lot of stops have been triggered after breaking below 23,684, providing the fuel for a potential rebound toward new highs. The index is now entering a major swing support zone between 23,284 and 23,712 — keep an eye on price action in the coming days to confirm a possible low. Source: Bloomberg

Source: Omkar @psomkar1

Another 299 GW is already in the pipeline — announced, pre-construction, or under active build. For decades, the U.S. has been the nuclear superpower, leading with 102 GW of capacity (as of July 2024). It’s followed by: 🇫🇷 France — 64 GW 🇨🇳 China — 58 GW 🇷🇺 Russia — 29 GW 🇰🇷 South Korea — 27 GW 🇨🇦 Canada — 15 GW But the status quo is about to flip — and flip hard. 🚀 China’s Nuclear Acceleration China is building at industrial speed. A total of 104 new reactors are in development across 22 power plants — adding 118 GW of future capacity. If completed (and current reactors stay online), China’s total capacity will soar to 176 GW, surpassing the U.S. for the first time in history. 🇺🇸 The U.S. Response The U.S. plans to add just 7 GW, spread across 30 prospective reactors at 8 power plants — bringing its potential total to 109 GW. However, four major reactors are scheduled to retire soon: Diablo Canyon (2 reactors) by 2030 Salem (2 reactors) by 2036 & 2040 ➡️ Together, that’s a 5 GW reduction. Russia (-4 GW) and Ukraine (-1 GW) also have planned retirements. 🌍 The New Global Order (If All Goes to Plan) 🇨🇳 China – 176 GW 🇺🇸 United States – 109 GW 🇫🇷 France – 76 GW 🇷🇺 Russia – 46 GW 🇮🇳 India – 41 GW 🌱 The Next Wave Beyond China, India is the next big mover — with 31 new reactors across 9 plants adding 32 GW. Other countries ramping up: 🇷🇺 Russia – 21 GW 🇬🇧 U.K. – 15 GW 🇷🇴 Romania – 15 GW 🇹🇷 Turkey – 15 GW 🇵🇱 Poland – 14 GW (starting from zero nuclear capacity) 🇫🇷 France – +12 GW 🇺🇸 U.S. & 🇮🇷 Iran – +7 GW each 🔋 The Takeaway Global nuclear power is not fading — it’s accelerating. We’re entering a new era where energy independence, decarbonization, and geopolitics collide. The next energy superpower won’t just be the one with oil or gas. It will be the one with reactors online and uranium secured. Source: Statista

Source: zerohedge

The New York Fed’s Q3 2025 report shows total household debt rising $197 billion (+1%) to a new all-time high of $18.59 trillion. Here’s the breakdown 👇 🏠 Housing debt: $13.5T 💳 Non-housing debt: $5.1T Key highlights: 🏡 Mortgage balances up $137B → now $13.07T Delinquency: 0.83% (barely up from 0.82%) 💳 Credit card balances up $24B → now $1.23T Delinquency: 12.41%, highest since 2011 🚨 🚗 Auto loans steady at $1.66T 🎓 Student loans up $15B → $1.65T 90+ day delinquencies at 9.4% — surging after repayment resumed 🏡 HELOCs up $11B → $422B 🧾 In total: Non-housing balances rose 1% from last quarter. 📉 Consumer bankruptcies: 141,600 — the most since 2020. 🔍 What’s happening: “Household debt balances are growing at a moderate pace, with delinquency rates stabilizing,” said the NY Fed’s Donghoon Lee. True — but under the surface, cracks are widening. Credit card delinquencies are the highest in 14 years. Student loan defaults are accelerating — especially among borrowers 50+, where 1 in 5 loans is now delinquent. Mortgage resilience is holding — for now — but that may change if housing prices slip and credit tightens. 🧠 Big picture: Consumers are tapped out. The pandemic-era cushion is gone. Credit limits are rising, but so are missed payments.

Source: Bitcoin magazine

Three conservative justices questioned Trump’s use of an emergency-powers law to collect tens of billions of Dollars in tariffs a month. A decision against Trump could force >$100bn in refunds and remove a major burden on the US importers that are paying the tariffs. Source: HolgerZ