Gen Z torches their American dream by abandoning marriage forever
BofA CEO crushes recession fears calling economy rock solid
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Gen Z torches their American dream by abandoning marriage forever
Oil slams back to pre-war lows as US-Iran talks ignite breakthrough
Marvell set to explode if Amazon opens Trainium chips outside AWS
Jersey Mike’s files for IPO after riding the SpaceX public wave like a pro
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Gen Z torches their American dream by abandoning marriage forever
Only 37% of Gen Z see marriage as American Dream key, down hard from past generations, singles under 35 stuck at $22k/$9k median net worth vs married $114k, happiness over dynasties. These kids prioritizing solo vibes while data screams wealth gap. Pure long-term suicide for compounding.
• Winners? Rental REITs, divorce lawyers and solo consumer plays cashing loneliness premium.
• Losers? Future GDP, birth rates and these kids’ retirement funds, they’ll beg for the Dream they scorned.
• Next? Regret wave hits 30s, policy bribes or demographic panic forces reset.
This is weakness destroying the ultimate joint venture. Real capitalists build empires and families. These snowflakes reject proven math and get crushed by reality. Load plays that profit from fragmented society not the family unit they just torched. Harsh truth pays.
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BofA CEO crushes recession fears calling economy rock solid
Moynihan on air: no recession, rates high signal strength, BofA forecasts three hikes to ‘28 on sticky inflation/oil shock but growth beats estimates. Warsh focused on stability.
• Winners? Banks, cyclicals and anyone long the “strong economy” trade.
• Losers? Recession perma-bears and weak hands panicking on Fed noise.
• Next? Data confirms Goldilocks, selective buying, rates stay elevated rewarding cash kings.
This dismisses the doom chorus I laughed at in multiple pieces. The economy is resilient, inflation managed, Musk/SpaceX valuations safe. Smart CEO talk beats Wall Street hawks. Buy quality, ignore the fear porn. America prints while weak nations fold. Position aggressive.
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Oil slams back to pre-war lows as US-Iran talks ignite breakthrough
Brent under $71 (-0.8%), WTI under $68 (-1.1%), Qatar confirms progress post-Khamenei funeral, Strait risk premium vaporized. My Iran deal prediction crushed again.
• Winners? Consumers, refiners and growth stocks getting cheap energy fuel, US leverage kings.
• Losers? Upstream producers banking on sustained spikes, Iran bleeding cash harder.
• Next? More talks or Trump pressure, volatility stays but floor holds, SpaceX valuations breathe easier.
Precisely as I called in “The Iran deal and the Space X IPO,” Headlines slam oil, US wins assets or stability. Risk premium gone, economy stronger, Musk empire cheaper to run. Buy the dip on energy-sensitive winners, hedge the noise. This is how deals print.
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Marvell set to explode if Amazon opens Trainium chips outside AWS
Amazon flipping Trainium sales external, Marvell as design partner positioned for third-party data center boom. Custom silicon tailwind expands addressable market hard.
• Winners? MRVL shareholders and hyperscaler partners cashing custom AI demand.
• Losers? Pure GPU plays facing more competition, concentration-risk bears proven wrong.
• Next? Bookings accelerate, multi-year programs lock, stock rerates on broader wins.
Ties straight to my “Wall Street crowns Micron the next” semis feast on AI infra. Marvell rides the custom wave while others chase. This is how you win the silicon war, partner smart, scale quiet. Buy MRVL on any dip. Tech eats the world.
Jersey Mike’s files for IPO after riding the SpaceX public wave like a pro
Jersey Mike’s just S-1’d with $724M revenue, $55M net income jump from $5M, $4.3B system sales +13%, 50% cumulative same-store growth since 2020, nearly 3,300 stores and Blackstone’s $8B stake flipping public under JMKE. Franchise royalty machine crushing a weak industry. The tsunami is here, real operators cashing in.
• Winners? Blackstone harvesting billions, founder Cancro keeping equity, franchisees and hungry investors chasing the next Wingstop pop.
• Losers? Laggard subs like Subway getting hoagied, any chain too slow for the value game.
• Next? Hot debut, $10B+ valuation, European push, more QSR filings flood the window.
This is capitalism printing strong brands eat weak while crybabies moan about “sluggish dine-out.” Consumers still pay for good subs. Position now or watch the subs eat your lunch. Smart money loads the boat.
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After listening to experts call for RECESSIONS , EIGHT of them , anyone that says that , should be shot it's an INCREDIBLE amount of suffering and LOST years of your LIFE !
A founder’s real advantage is often endurance joined to attention. The person who keeps listening, correcting, and showing up usually outlasts the person with the louder launch.