Thomas Cain's Stock Market Account

Leverage in South Korean chip stocks is out of control: Single-stock leveraged and inverse ETFs tracking SK Hynix now hold ~$19 billion in total assets, more than 4 times the stock's average daily trading volume this year of ~$4.5 billion. At the same time, Samsung has ~$12.4 billion in leveraged ETF assets, +176% above its ~$4.5 billion in average daily turnover. Furthermore, the Hong Kong-listed 2x leveraged long SK Hynix ETF, which holds ~$13 billion in assets, is worth about twice the value of SK Hynix shares traded on an average day, the widest gap of any major stock with a leveraged ETF tracking it. By comparison, Micron, $MU, has ~$9.9 billion in leveraged ETF assets, well below its ~$27.5 billion in average daily trading volume. All while Tesla, $TSLA, and Nvidia, $NVDA, have leveraged ETF assets of ~$6.0 billion and ~$5.6 billion, both far smaller than their daily trading volumes of ~$23.6 billion and ~$28.8 billion, respectively. Leverage concentration in Korean chip stocks is through the roof.

Volkswagen's biggest shake-up yet could eliminate 100,000 jobs msn.com/en-us/money/ma…

Trump faces new questions as report says Boeing, Lockheed, Palantir and other federal contractors supported both America250 and his Freedom 250 initiative msn.com/en-us/money/ne…

TotalEnergies CEO: Energy markets will take months to rebalance with ongoing Hormuz shipping risks msn.com/en-us/money/ne…

Trump and his sons ripped off nearly one million of their supporters and made a fortune producing nothing of value for anyone. Blood sucking leeches, using the US presidency to do it. And they couldn’t care less and their cult doesn’t seem to mind. Strange times in America.

BREAKING: Iran's IRGC has completely shut down the US-backed Omani corridor in the Strait of Hormuz with its speedboat fleet, with not a single vessel using the corridor for more than half a day, per marine traffic data. This follows Iran's IRGC issuing radio warnings to all ships this morning and deploying special forces patrol boats to enforce Iran's Hormuz control, with more than 10+ vessels diverting to Iran's approved route.

Significant DHS notification: Ukrainian missile strikes Russian energy infrastructure msn.com/en-us/news/wor…

Memory price surge begins to cool as consumers hit affordability limit msn.com/en-us/news/tec…

No individual has taken more from America than Elon Musk, who has taken approximately $38 billion worth of government subsidies to fund his companies, Tesla and SpaceX. Elon Musk is a government mooch. And his USAID cuts will lead to the death of millions across the globe.

Full-time jobs in the US are falling at a concerning rate: Full-time employment dropped -514,000 in June, to 133.66 million, the lowest since December 2024. This marks the 3rd consecutive monthly decline, totaling -1.01 million. Since January 2025, full-time employment has now fallen -2.24 million This also brings full-time employment back to levels seen in Q1 2023. Meanwhile, the full-time employment-to-population ratio, which measures the proportion of the population working full-time, is down to 48.5%, from 50.5% in 2022, the lowest since mid-2021. The weakness in the US labor market is accelerating.

GM lays off more than 1,000 workers at Detroit plant — then adds 50 robots: 'We are in a fight for humanity.' Is this progress or betrayal? msn.com/en-us/money/ot…

Total Loss, Money Gone in S2 Capital’s $400M Fund @trdny reports S2 Capital’s $400M first fund is dead & investors get nothing back. Founder wants $100M more to salvage the good stuff. The rest heads to foreclosure. Same mess as their REIT. “…The fund’s 20-property portfolio saw an average 16 percent increase in expenses and 50 percent increase in the cost of interest while rents dropped an average of 24 percent across the portfolio, Everett detailed in the letter…”

🚨 **SHOCKING ALERT!** U.S. households just suffered the LARGEST job wipeout of the year since the 2020 COVID nightmare – and that's ONLY after 5 months! You won't believe what's coming next!

The world's richest oligarch is the biggest Welfare recipient in history, by orders of magnitude.

At the line once again... 👀 $ORCL

BREAKING: Marine traffic, Kpler's verified data directly contradicts Trump administration's claims that oil flows through the Strait of Hormuz have surpassed 10 million barrels per day. According to maritime tracking firm Kpler, there were 34, 48, and 38 vessel crossings over the past three days — far below the prewar average of 125-140 crossings per day. Kpler estimates approximately 5 million barrels of oil are exiting the strait daily on average in June. This is half the U.S. official's 10 million bpd claim, and just one-quarter of the roughly 20 million barrels per day that transited the strait before the war. The numbers don't add up. A U.S. official told Bloomberg this week that U.S. military support had driven a shipping surge. Kpler's verified crossings data tells a different story. The Strait is moving oil again, but at a fraction of pre-war capacity. So Trump administration is clearly lying.

⚠️Foreign investors are piling into Japan at a record pace: Overseas investors purchased a net +9.7 trillion yen, or +$60 billion, of Japanese stocks in the first half of 2026, the largest half-year total on record. This is nearly +300% the total from the first half of 2025, and roughly DOUBLE the purchases across all of 2025. It also surpasses the previous half-year record of +8.3 trillion yen, set in 2013 during the Abenomics era. This comes as the Nikkei 225 surged +37% in Q2 2026, its best quarterly performance EVER. Most of the buying is concentrated in AI-related names, from chipmaking equipment maker Tokyo Electron to fiber optic supplier Fujikura and Ajinomoto, whose seasoning technology is used in chip insulating materials. History offers a warning here. Foreign investors also flooded into Japan during the Abenomics era, only to pull back once reform momentum stalled. If Japan's corporate reform push loses steam again, today's record inflows could reverse just as quickly. Will the Japanese market rally continue?

For once the Kleptomaniac-In-Chief is telling the truth.

US job growth plummets as eurozone unemployment holds at record low msn.com/en-us/money/ne…

JUST IN: 🇺🇸 Analysts say the U.S. must audit Fort Knox if they really want to prove the Gold is not missing. "It's 'very disturbing' that the last audit was 52 years ago."