Forwarded from CryptoCapo TG
Reversal confirmed. Some of my short positions are back in profits.
We should see new lows this month.
We should see new lows this month.
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Most of optimizing existence in this century will be in the pursuit of less. In building resilience where the world asks you to take more - because that's the only way you give your brain a break.
Less, is ironically more.
https://x.com/joel_john95/status/1951185787589959807
X (formerly Twitter)
Joel John (@joeljohn) on X
On the maladies of more.
There are two facts that repeat a lot in my mind.
1. One is that the average person will consume more sugar in the next two weeks than an individual in the 18th century would have in an entire year.
2. And that the average internet…
There are two facts that repeat a lot in my mind.
1. One is that the average person will consume more sugar in the next two weeks than an individual in the 18th century would have in an entire year.
2. And that the average internet…
Forwarded from unfolded.
Metaplanet plans $3.7 billion stock issuance by 2027 to fund Bitcoin accumulation — link | AI comment
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Forwarded from The Kobeissi Letter
The market says the trade war has lost all credibility:
President Trump just seemingly just randomly decided to raise tariffs on Canada from 25% to 35%.
On top of this, he imposed "reciprocal tariffs" on Vietnam, Switzerland, South Africa, Taiwan, Cambodia, Thailand, Malaysia, Indonesia, Turkey, and Venezuela.
Meanwhile, S&P 500 futures are down a mere 10 points, almost entirely due to Amazon's weak earnings results.
In April, this headline would have sent the S&P 500 -3% lower.
The trade war has lost its shock effect on markets.
(@TheKobeissiLetter)
President Trump just seemingly just randomly decided to raise tariffs on Canada from 25% to 35%.
On top of this, he imposed "reciprocal tariffs" on Vietnam, Switzerland, South Africa, Taiwan, Cambodia, Thailand, Malaysia, Indonesia, Turkey, and Venezuela.
Meanwhile, S&P 500 futures are down a mere 10 points, almost entirely due to Amazon's weak earnings results.
In April, this headline would have sent the S&P 500 -3% lower.
The trade war has lost its shock effect on markets.
(@TheKobeissiLetter)
Forwarded from The Kobeissi Letter
Foreign investment into the US is skyrocketing:
US net capital inflows reached a record +$1.76 trillion over the 12 months ending in May.
This metric shows how much outside money is entering US financial markets to buy assets.
Net capital inflows have DOUBLED over the last several months and surpassed the previous peak from a few years ago.
After a bumpy start to the year, foreign investment is piling back into the US market.
(@TheKobeissiLetter)
US net capital inflows reached a record +$1.76 trillion over the 12 months ending in May.
This metric shows how much outside money is entering US financial markets to buy assets.
Net capital inflows have DOUBLED over the last several months and surpassed the previous peak from a few years ago.
After a bumpy start to the year, foreign investment is piling back into the US market.
(@TheKobeissiLetter)
Forwarded from infinityhedge
TRUMP SIGNED TARIFF EXECUTIVE ORDER
US TO IMPOSE 20% TARIFF ON TAIWAN
US TO IMPOSE 15% TARIFF ON VENEZUELA, SOUTH KOREA
US SETS 19% TARIFF ON THAILAND, MALAYSIA, VIETNAM
US TO IMPOSE 39% TARIFF ON SWITZERLAND
US TO IMPOSE 20% TARIFF ON TAIWAN
US TO IMPOSE 15% TARIFF ON VENEZUELA, SOUTH KOREA
US SETS 19% TARIFF ON THAILAND, MALAYSIA, VIETNAM
US TO IMPOSE 39% TARIFF ON SWITZERLAND
Forwarded from infinityhedge
TRUMP: NOW. IF POWELL CONTINUES TO REFUSE, THE BOARD SHOULD ASSUME CONTROL, AND DO WHAT EVERYONE KNOWS HAS TO BE DONE
Forwarded from Zoomer News
Forwarded from infinityhedge
TRADERS RESUME FULLY PRICING IN OCTOBER FED RATE CUT
TRADERS RESUME FULLY PRICING IN TWO FED RATE CUTS BY END-2025
TRADERS RESUME FULLY PRICING IN TWO FED RATE CUTS BY END-2025
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Forwarded from infinityhedge
MASSIVE DOWNWARD REVISION IN NFP: -258K
MAY NFP REVISED DOWN TO +19k FROM 144K
JUNE NFP REVISED DOWN TO +14K FROM 147K
*UNEMPLOYMENT RATE 4.248%, HIGHEST SINCE OCTOBER 2021
*Accounting for the big downward revisions to the past two months, payrolls have risen by just 35,000 on average over the last three months. That is certainly the weakest pace of hiring since the onset of the pandemic in 2020.
*Fed is in a similar spot as last year - held steady in July, then panicked after bad August jobs data & over-corrected in September by cutting rate, Now they've got tariffs added to equation complicating things.
MAY NFP REVISED DOWN TO +19k FROM 144K
JUNE NFP REVISED DOWN TO +14K FROM 147K
*UNEMPLOYMENT RATE 4.248%, HIGHEST SINCE OCTOBER 2021
*Accounting for the big downward revisions to the past two months, payrolls have risen by just 35,000 on average over the last three months. That is certainly the weakest pace of hiring since the onset of the pandemic in 2020.
*Fed is in a similar spot as last year - held steady in July, then panicked after bad August jobs data & over-corrected in September by cutting rate, Now they've got tariffs added to equation complicating things.
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Forwarded from tradfi
*TRUMP ORDERS TWO NUCLEAR SUBMARINES IN REGIONS NEAR RUSSIA IN RESPONSE TO 'PROVOCATIVE STATEMENTS' BY MEDVEDEV
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Forwarded from Frens Market Feeds
In their latest earnings calls, Visa and Mastercard stated that current stablecoin usage remains negligible and insufficient to challenge their dominant position in the payments market. This scale of stablecoin usage is far lower than Visa's annual transaction volume of $15 trillion. They also emphasized that such assets are more suitable for markets in countries with unstable fiat currencies. — link
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