This week we mapped out how Wall Street has talked itself into a story it can’t stress-test—Accenture getting punished whether AI succeeds or fails, Saylor quietly selling the Bitcoin he swore he’d never sell, and the hyperscalers borrowing billions to fund a buildout that may be obsolete before it’s finished. Then we looked at the inflation numbers, which are stuck well above target, and the quiet methodology change coming this fall that’ll let everyone claim victory without prices actually moving an inch.
This week we mapped out how Wall Street has talked itself into a story it can’t stress-test—Accenture getting punished whether AI succeeds or fails, Saylor quietly selling the Bitcoin he swore he’d never sell, and the hyperscalers borrowing billions to fund a buildout that may be obsolete before it’s finished. Then we looked at the inflation numbers, which are stuck well above target, and the quiet methodology change coming this fall that’ll let everyone claim victory without prices actually moving an inch.
Chapters
Intro: 00:00:37
Quick Takes: 00:01:25
Max Notes: 00:07:06
Killer Left Take of the Week: 00:18:55
Chart of the Week: 00:21:06
Headlines: 00:26:00
Outro: 00:27:08
Resources
PBS NewsHour: Stephen Miller says ‘America’s doors are closed fully to asylum seekers’ after SCOTUS ruling
TMZ Clips: Dr. Oz Says Great American State Fair Crowd Is Huge, But Camera Pan Shows Otherwise
CBS New York: Trump says NYC rent freeze will turn buildings “into ghettos and slums”
ScotusBlog.com
Motley Fool: Accenture Shares Plunged 50% This Year. Here’s What Investors Need to Know.
Yahoo! Finance: Strategy Says It May Sell Up to $1.25 Billion of Bitcoin
Yahoo! Finance: Meta, Alphabet, Amazon, and Microsoft are getting hooked on debt to fuel AI boom
Reuters: Cheaper AI is better: Soaring bills are reshaping how businesses choose models
TechTarget: Will data centers become obsolete?
Breaking Points: “I’M DONE!” Carville, Dem Elites CRASH OUT, Demand Dem Divorce
Macro Micro: US - Personal Consumption Expenditure Price Index [PCE]
U.S. Bureau of Economic Analysis: Personal Consumption Expenditures Price Index
Farm Service Agency: Supplemental Disaster Relief Program (SDRP)
U.S. News: Methodology Changes Could Lower US May Core PCE Inflation, Economists Say
Daily Kos: Thanks, GOP: Student borrowers face massive bills this week
The Intercept: Abdul El-Sayed Becomes First Senate Candidate Backed by Pro-Palestine Jewish Group
ProPublica: Native American Tribes Came Together to Secure Their Rights to Colorado River Water. Four States Are Stalling the Deal.
UNFTR Resources
Video: On The Record 6-30-26 (Wall Street Insanity | White House Depravity | Zohran Crushing)
Essay: Wall Street Is Cooked.
Video: SpaceX IPO: What They’re Not Telling Retail Investors
UNFTR Trivia
UNFTR Newsletter
5 Non-Negotiables of the Left
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