Daniel Taylor
20 posts
Green Monday?🚀
*Trump paused planned strikes to pursue a rapid agreement on Hormuz and Iran’s nuclear program.*
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The stock market bright and early Monday morning
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸🇮🇷 President Trump says the US and Iran have agreed to a framework deal that includes the "complete" and "total opening" of the Strait of Hormuz.
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10Y nearing 4.75
Oops
Stockies or bonds, can’t have both Donald
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This is not Bitcoin, Ethereum or even a memecoin. It’s South Korea’s stock market
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@KobeissiLetter Oh my fucking god jesus christ fuck this market i hate everything i hate life fucking gay shit
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BREAKING: The S&P 500 erases all gains and turns red on the day as the US 10Y Note Yield surges to its highest level since January 2025.
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64.
As in 64 consecutive months with US core inflation above the Fed's 2% target.
The Fed has lost all credibility when it comes to fighting inflation.
Kevin Warsh talks a big game, but talk is cheap. The Fed should have hiked rates yesterday and ended QE.
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This, my friends, is becoming a problem for the US Treasury.
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@NoLimitGains i bought $MU at 1176 then sold at 980. didn't buy anything ever since. feeling lucky.
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There is a reason $NVDA’s 5 year credit default swaps are going parabolic. All this overreaching by #nvda to push the circular spending to biblical proportions .
Kakashii@kakashiii111
Jensen will do anything to keep "neocloud" business off Nvidia's balance sheet, and will do anything to drive demand, even as rising costs start to weigh on the neoclouds and the funding currently provided by dilution, debt, and SPVs isn't enough. So Jensen came up with an idea: Nvidia itself will sign a lease from a datacenter builder. Nvidia will provide the components to reduce the cost for the datacenter builder, in this case Hut 8, and will then sublease this lease to one of its independent SPVs, a neocloud, e.g. CoreWeave, and the latter will enjoy RPO, showing "demand," and will provide this to a startup, hyperscaler, or OpenAI and Nvidia can book the revenue of the GPUs. Win/win, until it's lose
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@dividendology compounding is great but 0 is greater. compounding 0 gives 0.
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0 to 100K in 7.84 years.
900k to 1M in 1.35 years.
The compounding effect is real.
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@DanielMCharter @Barchart The Fed and Treasury would never let a big market correction happen again now that 401ks are based on the stock market and the economy is now the stock market . Berkshire are fools here.
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