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@StuboyU
“the stock market is a tool to transfer wealth from the impatient to the patient” - Warren Buffet.
London, England Katılım Şubat 2019
470 Takip Edilen421 Takipçiler
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MASSIVE vol crush and may be a big reason the ES rally is so huge.
Chart: forward 1-day VIX change from times the VIX closed 25-30
...this is the 2nd largest ever.
Only 1 time in 35 years was the crush bigger from VIX 25-30 regime:
9/18/07: Fed surprise 50bp rate cut
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Minimum wage rising 📈
State pension increasing 💷
Two child limit abolished 🏡
Child poverty falling 📉
Rights at work strengthened 💪🏻
Labour promised change. We are delivering change.
theguardian.com/commentisfree/…
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No buyers showed up at the Treasury auction, so the U.S. bought $15B of its own debt.
That’s not a functioning market. That’s intervention.
Next comes the playbook: inject liquidity, justify it with war, inflate assets, maintain the illusion.
This is how the system survives.
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All governments borrow year after year with no intention of paying anything back. U.S. interest expenditures have now exceeded military. They can't get out of this without default, and that is usually what war is about.
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$MU Cantor gets it. We don’t have enough and won’t have enough memory for many years.
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fresh crumbs 🥐
Nothing changes narrative like a 3% gamma rally on Quarterly #Opex
Tomorrow we may see some follow through but the big effect was #vol compression
Today was a reaction to structural flows within a stairstep decline
@stocktwits with @jam_croissant
Stocktwits@Stocktwits
Today on StocktwitsTV, @jam_croissant tells @MicheleSteele why the real fight is Hormuz and oil flow, why this is not a black swan, and why markets can drop in stair steps with vol compression and massive dispersion underneath. He also breaks down quarter-end options flows and why “resolution” headlines can still be misleading. Watch the full episode here!
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🚨Apparently the entire market forgets that JUST YESTERDAY‼️, THE IRGC TOLD PEZESHKIAN THAT HE CAN'T BE INVOLVED IN CEASEFIRE TALKS‼️
President Pezeshkian: “I want to be involved in the negotiations with the U.S. Without a quick deal, our entire economy will collapse in 3 weeks.”
IRGC chief Vahidi: “That’s exactly why you can’t be involved. You’ll give up everything for a deal.”
After the call ended, the report says the Iranian president told his companions he feels like a ‘hostage’, “I’m unable to resign, I cannot make my own decisions, all I can do is read from a script I’m given” -Channel 14
⚠️The entire market is RAMPING on a headline from a guy who just yesterday reportedly said he's an IRGC HOSTAGE WHO CANNOT MAKE HIS OWN DECISIONS⚠️
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I am told by White House sources that Trump is seriously considering taking Kharg Island.
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Key Correlation Snaps As Bond Market Starts Sniffing Out The Next Stimulus zerohedge.com/markets/key-co…
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Dealer Gamma Has Fallen Off A Cliff: Chief Goldman Equity Trader Warns 'Brace' For More Pain Into Month-End zerohedge.com/markets/dealer…
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Trump and Witkoff meeting with Micron CEO Sanjay Mehrotra is not random.
Micron is on its way to becoming the biggest company in America.
My year-end target for Micron is $1,000.
Memory demand will increase 5x over the next 5 years. The market still does not understand what Micron is building.
$MU #Micron #AI #HBM #DRAM #Semiconductors #Stocks #Investing #WallStreet #USMarkets
First Squawk@FirstSquawk
US WITKOFF: TRUMP AND I MET WITH MICRON'S CEO MEHROTRA
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The reason why gold is now going up? Bond market intervention I would say. 4.5% is the level on the 10Y yield. Rates are going much higher because of superstagflation. If you don't hold precious metals and commodities you are going to get a lot poorer. Start a garden as well.
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$NVDA at ~15x and $MU at ~4x Forward EPS.
Unless AI is being canceled (it is not) these sure will be seen as historic opportunities at some point 👏🏻
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Funny how the Speaker now says he “can’t” tell the PM to answer the question. Yet when Boris Johnson was in office, he did exactly that—on record.
Same chair, different standards.
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The UAE stands as a strong partner of the United States. No ceasefire with the Islamic regime in Iran. Not now. You don’t negotiate with terror. You end it. The UAE stands firm. Zero space for terrorists. Germany, Britain, Spain's governments say they want a diplomatic solution with this terrorist regime. Fine. Let it be your neighbour. Take its leadership, as you did with the Muslim Brotherhood. Give them citizenship. They are all yours.
If you want the rubbish, take it but don’t ask us to accept it or live with it. It stinks. You can have it. Live with it alone.
This Saturday will not pass quietly. It will be marked. It will be remembered.
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So Trump will lift all sanctions from Iran (now that WTI dropped to $87). Ceasefire is guaranteed by an alternative Iranian government (not the one that tweets). And Marines and Airborne are going there just for sightseeing ? Maybe the market is a bit naive.
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