Raymond Edwards

@UltraDane 🤣🤣🤣🤣

He walked away, then she hit him. Don't hit people, period; but if you lose control - be prepared to get hit back.

@merlinscapital All these state county school and federal pensions are in trouble

USPS IS SUSPENDING CASH CONTRIBUTIONS TO EMPLOYEE PENSIONS UNDER WHAT IT CALLS A “CASH CRISIS”

BREAKING: Donald Trump sails through the Strait of Hormuz fulfilling one of the requirements for the US/Iran ceasefire. #TACOTuesday

@FreightAlley Buying jobs with more government spending

Unpopular opinion. Wars are good for the American economy. Freight demand across all modes is ripping and firming up in recent weeks.

Omg this is horrible 🤣

Wow, I can't imagine how scary this must have been for both drivers. 😳😳😳

@DowdEdward Thank you

We have done the math and will be putting out a free post on what’s going to happen to headline CPI in the coming months under 2 scenarios. Stay tuned.

@TraderJonesy Good job buddy

Today was a solid day. But on a realized P/L basis, it still didn’t beat yesterday… which means on paper we’re still red for the week. And this is where most people get it wrong. They judge everything off realized numbers… without understanding positioning. If I closed the May puts right now, we would have already made back yesterday’s losses. But I’m not. Because I’m holding winners for the larger move. That’s why the numbers don’t tell the full story yet. That’s trading. If we roll over from here then those positions pay. If we push higher, I build more into strength. Either way, there’s a plan. Not emotion. Last month we closed around $60K profit. That didn’t come from forcing trades or oversizing. It came from consistency and risk management. And here’s the truth most people don’t want to hear. You cannot full port this. You can win 70–80% of the time and still lose everything if you size too heavy on the wrong trade. That’s why I stay under 5% per idea. That’s what keeps you alive long enough to win. If you’ve been doing this right the last couple months, you should be operating in house money by now. If you’re not… You’re still sizing too big. This month will be strong. But only for the ones who stay disciplined. I am 38% sized into May puts for $SPY I am 40% sized into May puts for $QQQ I am 26% sized into May puts for $TSLA I am 44% sized into May puts for $NVDA I am 39% sized into May puts for $GOOG Any push higher, I build further. We nailed the drop this morning and took profits, freed up dry powder to reposition higher. Made back almost half of the losses from the previous day and still very green on the year. Thank you for your attention to this matter. — TJ #SP500 #SPY #Trading

@yuriymatso 2

#SPX, 1d Will it be 1 or 2?

@market_sleuth @JP_Money_95630 How do you get 3 1/2% on Amazon just come out and said they’re gonna raise their 3 1/2%

It’s the number 1 inflation catalyst as I’ve been writing since Feb when it was already up 20% YTD. 🔽

@FurkanGozukara Grok is this true?

Apocalyptic economic fallout. NHK confirms Trump's disastrous war has completely paralyzed India's massive textile industry. With 90% of their LPG imports choked off at the Strait of Hormuz, HALF A MILLION workers just lost their jobs. The global supply chain is collapsing.

@MichaelPBento That would make his meeting with XI real interesting

Understanding how Trump operates, by saying this tonight he unintentionally told us that he's actively considering doing this. My guess is he's going to get frustrated with the Chinese tankers still getting loaded and he's going to start hitting Iranian oil facilities at some point in the next couple of weeks.

Trump going to have $SPY tradingview next to the teleprompter tonight

@jackprandelli They building water too???

🚨The Biggest Gas Plant in US History $7 billion💰 2,500 MW⚡️One gas plant built for AI needs. Microsoft is in exclusive talks with Chevron and Engine No. 1 to build one of the largest gas plants in US history. Dedicated entirely to powering Microsoft's data centers in West Texas. A single tech company is financing a mega gas plant to guarantee its own electricity supply. This is what the AI arms race actually looks like: ⚡ GPUs need power, more than the grid can give 🛢️ Big Oil has the gas 🏗️ Big Tech is becoming its own utility vertically integrated, off grid, untouchable The bottleneck to AI supremacy isn't chips anymore. It's energy. And the hyperscalers just realized the grid can't save them. So they're building their own fueled by US shale gas, financed by trillion dollar balance sheets. Chevron is one of the biggest oil company worldwide The fusion of Big Oil and Big Tech just became the most important trade of the decade. Have a look at my latest article about What Is the World Not Seeing in AI? I break down the deeper strategy behind all of this. Full Article link👇 themerchantsnews.substack.com/p/what-is-the-…

@DD_SMALLZ @JavierBlas I’ve been running the AC in Phoenix for over two weeks. It’s gonna be a long hot summer buckle up.

@JavierBlas Going under two dollars the widowmaker

US nat gas at 6-month low (!!!) While the rest of the world worries about the impact of the US-Iran war on energy costs, American gas consumers enjoy a bonanza. Benchmark US nat gas (Henry Hub) just ended the day at $2.819 per mBtu, the lowest settlement price since September.

@P4NCS @JavierBlas Been running the AC in Phoenix for over two weeks

@JavierBlas Cooling season not quite near yet

AI capex pause in motion. $NVDA

@SamanthaLaDuc Six dollars in a few places in Arizona

Thought provoking client comment: "The US as a net exporter of crude with a large trade deficit is in a position to benefit, not get hurt, from this - and anyone saying that $5 diesel is going to be a problem hasn't looked at the price of every other product that has gone up 3x what it was in 2005, but oil and gas have materially stayed flat. This is just a catchup trade…" 👀 Plus you KNOW Trump & his $CVX et al buddies are banking on this elevated oil spike. BANKING!! gcaptain.com/the-hormuz-hyp…

@FreightAlley You’re not bearish enough that six dollar diesel will suck the momentum right out of that

You aren’t bullish enough

@FreightAlley He left out prices paid

ISM beats. Highest ISM reading in 3 years. ISM is the benchmark survey for manufacturing. No one watching the trucking data should be surprised, as it’s been extremely clear that the industrials were ripping. Flatbeds have been on fire. Consumer products don’t move via flatbed. Only industrials and construction. Housing is a dog, so it has to be industrials.