Jed Graham

The taxman is coming for AI investors.com/news/ai-jobs-f…

Strategy's chest-thumping show of forces comes as its actual bitcoin buying power has waned. $BTC $MSTR investors.com/news/mstr-stoc…

This piece explores whether Strategy might be buying bitcoin $BTC to push up $MSTR stock before issuing its own shares via an at-the-market offering. The company hasn't commented yet. investors.com/news/mstr-stoc…

QCEW data implies U.S. has lost jobs since Trump tariffs ramped up on "Liberation Day" investors.com/news/jobs-data… Possibly good news: BLS data shows jump in manufacturing job openings.

the price of bitcoin #btc may have support in the near term now that Strategy's two big guns -- #STRC preferred stock and #MSTR stock issuance -- have renewed buying power. investors.com/news/mstr-stoc…

$MSTR is either the stock Wall Street loves the most or has been most wrong about -- or both. investors.com/news/mstr-stoc…

Strategy may have to cough up $1 billion in 2027 as $MSTR, bitcoin slide. A total of $6.6 billion in covertible debt is out of the money & subject to forced redemptions in 2027 and 2028. investors.com/news/mstr-stoc…

Strategy just blew $21 billion buying bitcoin at an average price of $96,458 per coin. Now it's paying the price. $MSTR investors.com/news/mstr-stoc…

Why Trump's TikTok-For-Tariffs Would Be The Deal Of The Century investors.com/news/trump-tar…

Kazakhstan, by far the globe's top uranium producer with a 43% share in 2022, just unexpectedly shut down production at a joint venture with Canada's Cameco $CCJ. Uranium stocks are flying. investors.com/news/uranium-s…

The Treasury's Exchange Stabilization Fund may be Trump's ticket to a strategic bitcoin reserve investors.com/news/bitcoin-p…

What the Trump-Musk fiscal team means for markets and why bond vigilantes might still grow unruly investors.com/politics/elon-…

Lots of shifts in Powell's assessment of the labor market. Highlighted hiring and quits rate, which point to cooler conditions that in the 2 years before the pandemic. Further cooling is not welcome and could lead to a 50-basis-point cut. investors.com/news/economy/f…

A couple of notes of caution. Economists say that QCEW data can be revised or doesn't necessarily need to match up with establishment survey CES data. Also, Goldman says a lot of job growth may have been unauthorized immigrants largely left out of QCEW

BLS job revisions through March 2024 are late. However, we got a hint about what MAY be coming from quarterly census data. Employment up 1.3% in 12 months through March in QCEW vs. 1.9% previously reported in establishment survey.

Thursday's CPI could be the moment investors have been waiting for all year. investors.com/news/economy/c…

Wall Street may see former President Donald Trump's presidential debate thrashing of President Biden as a bit too much of a good thing, if Friday's start-and-stop S&P 500 rally is a guide. investors.com/news/trump-bid…

Wall Street Journal reporter Evan Gershkovich's trial began behind closed doors today in the Russian city of Yekaterinburg. Gershkovich has been held on charges of spying for the US government -- which he, his employer, and the US government strongly deny -- since March 2023. He could face up to 20 years in prison. Emma Tucker, editor-in-chief of the @WSJ, said in a message to readers, “To even call it a trial, however, is unfair to Evan and a continuation of this travesty of justice that already has gone on for far too long.” 📹: Zvezdanews via Storyful

Portfolio management costs, which rise with the S&P 500, surged nearly at a nearly 32% annualized rate in Q1. If not for that, the core PCE price index would have climbed 3.2%, not 3.7%. investors.com/news/economy/f…

This front page marks ONE YEAR that Evan Gershkovich has been illegally imprisoned in Russia. He should be here with us, reporting the news. Please keep him and his family in your thoughts and posts on this terrible anniversary. #IStandWithEvan