Cactus Trades

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Cactus Trades

Cactus Trades

@CactusTrading1

Trader, Macro nerd , Gamma lover, politics , and Bonds. Not financial advice

Texas Beigetreten Eylül 2024
310 Folgt848 Follower
Cactus Trades
Cactus Trades@CactusTrading1·
@trentkelp @everytimeicash Just because you continue repeating false claims about me saying oil was going to $50 doesn’t mean it’s true 🤣
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Wolfe
Wolfe@everytimeicash·
Look at me. I am the Boomer now. $GD $XOM $VLO $VG $CSCO
Wolfe tweet media
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raybon
raybon@ray_bon_·
@2140data It was Scottie and Satoshi and we were blazing that shit every day
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Ant ⏳️⛓️
Ant ⏳️⛓️@2140data·
⏰️ Confession time The first person who ever mined with Satoshi... was *me* 😎 It was 21 years ago... we threw it in the dumpster but we did mine a fraction of a fraction of a share of Bitcoin and Scotty was there, too
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dr. retard
dr. retard@DoctorRetardPhD·
If you woke up tomorrow and ChatGPT was gone, would you even notice?
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Cactus Trades retweetet
Treasury Secretary Scott Bessent
Iran’s shadow banking system serves as a critical financial lifeline for its armed forces, enabling activities that disrupt global trade and fuel violence across the Middle East. Illicit funds funneled through this network support the regime’s ongoing terrorist operations, posing a direct threat to U.S. personnel, regional allies, and the global economy. Financial institutions are on notice: Any institution that facilitates or engages with these networks is at risk of severe consequences.
Treasury Department@USTreasury

Today, as part of Economic Fury, Treasury’s Office of Foreign Assets Control designated 35 entities and individuals that oversee Iran’s shadow banking architecture and facilitate the movement of the equivalent of tens of billions of dollars. These networks allow Iran’s armed forces—including the Islamic Revolutionary Guard Corps—to access the international financial system to receive payment for illicit oil sales, purchase sensitive components for missiles and other weapons systems, and transfer money to Iran’s terrorist proxies.

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JEFFERY @TriggeredCapital
@SecScottBessent @phi_ci @SecScottBessent then why are you “removing sanctions from Russia” like Potash Fertilizer knowing they are giving Iran both Intel and Weapons?” You are helping Iran by doing this! You are “Not serious!” Please comment if you can!
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Frank Mackey
Frank Mackey@NarrativeCombat·
@COREV30 ChatGPT: “There’s no credible evidence that staging (or exploiting) an assassination attempt is a reliable or repeatable way to win elections—especially months or years out. The political science on this is thin and noisy, and the cases people cite don’t show clean causation.”
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spacemonkey
spacemonkey@spacemnke·
You just woke up and markets are slightly soft 🩸 Here’s what’s happening. Dow futures down about 0.1–0.2%. S&P futures down about 0.1–0.3%. Nasdaq futures around flat to slightly red. Small caps softer too. This is pause + digestion. Top stories today. Iran talks stalled again That is the main reason futures are soft. Reuters says the U.S.-Iran impasse is keeping oil elevated and capping risk appetite into a huge earnings week. Oil is the macro driver again WTI is near the upper-90s and Brent is above 100 as Strait of Hormuz disruption keeps energy tight. That keeps inflation pressure alive and makes it harder for equities to extend after a huge April rebound. April has already been a big month The S&P and Nasdaq are coming off a powerful run into record highs, with Reuters noting fresh records last week before this softer start. This looks more like consolidation after a strong month than a broken tape. Fed and earnings now share the stage This is one of the busiest weeks of the quarter. Investors are watching the Fed, but the bigger swing factor may be whether megacap earnings can justify how far the market has already run. AI still matters, but macro is capping enthusiasm Reuters says Nvidia, AMD, and Arm are under pressure this morning, while Oracle is also lower after fresh scrutiny around OpenAI and cloud ambitions. That tells you the secular AI story is intact, but traders are less willing to chase when oil and geopolitics are unstable. Sector tape today. $XLK tech, cautious, waiting on big earnings. $XLE energy, bid while oil stays elevated. $XLF financials, mixed, watching rates and breadth. $XLI industrials, pressured by energy and macro uncertainty. $XLC comms, tied to megacap earnings. $XLV health care, defensive bid. $XLU utilities, can catch a bid if risk stays soft. $XLP staples, stable shelter. $XLB materials, supported if commodities stay firm. $XLRE real estate, rate-sensitive and still fragile. Large / mega-cap groups to watch. AI infrastructure What matters: still the clean secular growth pocket if the tape stabilizes. $AVGO $MRVL $ORCL $SMCI $CRWV Big-cap software What matters: useful read on whether $QQQ leadership is broad or narrow. $CRM $SNOW $NET $TEAM $ADBE Megacap support What matters: these will decide whether index weakness stays shallow or deepens. $AAPL $GOOGL $AMZN $META $MSFT Oil / geopolitical hedge What matters: if Hormuz headlines worsen, this is still the obvious defense. $XOM $OXY $SLV Speculative beta What matters: these can move hard if the tape flips back risk-on. $COIN $MSTR $CRCL $HOOD $OKLO $SMR What matters today. The market is not broken. It is digesting a huge April run while oil, Iran, the Fed, and earnings all compete for control. If oil keeps rising, upside stays capped. If crude settles and megacaps hold in, this pause can stay constructive.
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