Grocery prices now change 100 times a day. Walmart’s electronic shelf labels are live in 1,000+ stores, with 2,300 targeted by December. Kroger’s rollout is ahead of schedule. Labels update based on time, inventory, competitor pricing, and weather. USDA’s July 25 forecast shows food-at-home prices rose 0.2% MoM, up 2.4% YoY. Eggs dropped 10.8% in June, but are still 27.3% higher YoY. Beef and veal up 2.4% MoM, now 10.6% higher YoY. Nonalcoholic beverages jumped 1.4%, fruits and vegetables up 0.9%. CPI for all food: +3.0% YoY.
Crypto thefts in 2025 have topped $2.17 billion. ByBit hack alone drained $1.5 billion, or 69% of total losses. GENIUS Act legalized stablecoin issuance by private firms, including Trump-linked entities. USD1, backed by Abu Dhabi capital, is now live. Elizabeth Warren called the bill “worse than nothing.” No AML safeguards. No enforcement. Market cap surged past $4 trillion post-passage. Maxine Waters warned of a “crypto-financial crisis” and called it “the largest fraud and abuse of power in modern history.”
Stock valuations are stretched.
- Buffett Indicator: 212% as of July 25
- S&P 500 P/E: 25.3x, up from 22.4x in Q1
- Tesla: $317/share, forward P/E 74
- QuantumScape: forward price-to-sales ratio 100+
- VGT ETF: 43% exposure to Apple, Microsoft, Nvidia Insider selling is accelerating. Margin debt climbing. Retail chasing highs. VIX quiet. That’s the setup.
Real estate just posted its worst spring in 13 years. From April through June, signed contracts hit lowest level since 2012. Mortgage rates near 7%. Inventory up 17% YoY to 1.36M listings. Price cuts hit 26.6% of active listings. Las Vegas: listings up 38%, sales down 15%. Rhode Island: homes that got 12 offers now get 3. Sellers slashing prices. One agent dropped a $950K listing to $799K and got three bids. Buyers frozen. Sellers panicking.
Market-based inflation expectations over the next 5-10 years have risen to the highest levels in almost two years, at an implied 2.44%. pic.twitter.com/F1sBU2Z30G
— Lisa Abramowicz (@lisaabramowicz1) July 28, 2025
They printed stability. Then wired volatility into the system. Grocery prices shift hourly. Crypto deregulated and weaponized. Stocks priced for perfection. Housing frozen. Inflation expectations rising.
https://www.ft.com/content/efc848c0-0990-4623-98ed-1176e97f04cb
https://www.wsj.com/business/retail/surge-grocery-prices-electronic-shelf-labels-a3d47701
https://cryptonews.com/news/crypto-bills-replicate-the-mess-of-past-focrashes-waters-says/
