Street Alpha | Macro & Equities

605 posts

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Street Alpha | Macro & Equities

Street Alpha | Macro & Equities

@VinciViews

Former buyside analyst. I tell stories in two languages to help you understand macros, geopolitics and equities.

Hong Kong Katılım Ocak 2024
43 Takip Edilen503 Takipçiler
Street Alpha | Macro & Equities
Street Alpha | Macro & Equities@VinciViews·
An agentic model runs multi-step tasks, orchestrates sub-agents, and executes inference chains. Each link consumes compute and memory. The AI TAM is not just growing because more users. It is growing because each interaction consumes exponentially more silicon.
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Open Source Intel
Open Source Intel@Osint613·
Italy is ready to deploy up to 4 Navy ships to clear mines in the Strait of Hormuz.
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Street Alpha | Macro & Equities
Street Alpha | Macro & Equities@VinciViews·
这次没有另外的中文版，中文翻译在原文下面，大家往下滑就能看到 @streetalpha/note/c-247777559?utm_source=notes-share-action&r=7it59f" target="_blank" rel="nofollow noopener">substack.com/@streetalpha/n…
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Daniel
Daniel@danielisdizzy·
Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.
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The Great Martis
The Great Martis@great_martis·
The worst cumulative market volume in history. Guess what happens next?
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran's IRGC issues a warning suggesting it could cut undersea internet cables and cloud infrastructure in the Persian Gulf.
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First Squawk
First Squawk@FirstSquawk·
At least 34 tankers linked to Iran have bypassed the US blockade since it began, the Financial Times reported, citing cargo tracking group Vortexa. The report said 19 of the vessels exited the Persian Gulf through the blockade, while 15 entered from the Arabian Sea heading toward Iran. Six of the outbound tankers were carrying Iranian crude, with total cargoes of about 10.7 million barrels, it said. Based on an assumed $10 discount to Brent crude, the shipments were estimated to represent roughly $910 million in revenue. Iranian oil is typically sold at a discount because it is under sanctions.
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Eric Yeung 👍🚀🌕
Eric Yeung 👍🚀🌕@KingKong9888·
Live video of the war in the Middle East: Coyote = U.S. Road runner = Iran… 😂😂😂
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The Great Martis
The Great Martis@great_martis·
USOIL 🛢️ Falling Wedge Update: Since yesterday’s update on the falling wedge, we have witnessed a clear break higher. 92 remains the key hurdle that must be overcome for price to continue higher and retest the major pivotal level at 100. The next couple of days will be telling. Yours truly, The Great Martis ✨
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The Great Martis@great_martis

Big move pending in OIL.🛢️ Binary play, even though the falling wedge on the hourly is inherently bullish. Descending volume, and now price has arrived at the 3/4 level. We await.

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FinancialJuice
FinancialJuice@financialjuice·
OpenAI briefs US Government and 5 eyes allies on new cyber product - Axios.
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Financelot
Financelot@FinanceLancelot·
It shocks me that people are just figuring out Scott Bessent is a genius. He collapsed multiple national currencies with George Soros over the last 30 years via arbitrage. He was literally installed in this position to conduct economic warfare on behalf of the United States.
Financelot@FinanceLancelot

Scott Bessent is brilliant & ruthless. If you're conducting economic warfare, this is the 5 star general you want conducting Forex. He was instrumental in collapsing the British pound in 1992 (Black Wed), 1997 Asian Financial Crisis & Japanese yen in 2013 youtube.com/watch?v=xENnM4…

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
China is experiencing historic demand for silver: Chinese silver imports rose +78% MoM, to a record ~836 tonnes in March. This is +173% above the 10-year seasonal average for March. Year-to-date, silver imports are up to ~1,626 tonnes, the highest on record. Surging demand was driven by retail investors purchasing small silver bars as a lower-cost alternative to gold, and solar manufacturers front-loading production ahead of the removal of export tax rebates on April 1st. The global solar industry consumes ~20% of total annual silver supply, with the majority of activity concentrated in China. China's demand for silver is exploding.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Hedge funds are aggressively buying tech stocks: Hedge funds purchased global technology stocks more than any other sector last week. Information Technology names were purchased for the first time in 5 weeks, led by semiconductors, electronic equipment, and software. At the same time, purchases of Communication Services were the largest in 5 months. This was primarily driven by new long positions rather than short covering, signaling genuine institutional demand rather than forced repositioning. As a result, hedge fund gross and net exposure to global tech rose to 28.3% and 34.0%, both the highest in 5 years. Hedge funds are piling back into tech.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Retail investors are leading the historic rally: Retail's favorite stocks are outperforming mutual fund favorite names by +11 percentage points so far in April. This puts retail on track for their best relative month since November 2020 after 5 consecutive months of relative underperformance. As a result, the basket of stocks most favored by retail investors has rallied +22% since late March. Furthermore, the Meme Stock ETF, $MEME, has surged +56% since March 31st, on track for its best monthly performance since its inception in October 2025. Bullish retail investor sentiment is surging.
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Street Alpha | Macro & Equities
Street Alpha | Macro & Equities@VinciViews·
Hyperscalers' capex spending doesn't care about high oil prices. Q1 earnings will be the key event to watch.
The Kobeissi Letter@KobeissiLetter

Current momentum in US semiconductor stocks is historic: The Semiconductor Index, $SOX, has rallied for 14 consecutive trading sessions, the 2nd-longest streak in history. The index is on track to exceed its record 15-day stretch set in 2014. During the current streak, $SOX has gained +34.4%, the strongest 14-day run since 2002. As a result, the semiconductor index relative to the S&P 500 is up to 1.35, an all-time high. The ratio is now +42% above the 2000 Dot-Com Bubble peak of 0.95. Semiconductor stocks are on fire.

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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
TRUMP ON IRAN, UAE: CURRENCY SWAP IS UNDER CONSIDERATION TRUMP ON IRAN, UAE: I'M SURPRISED BECAUSE THEY ARE REALLY RICH
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