J A Williams
196 posts
BREAKING: AMD, $AMD, surges over +6% after reporting stronger than expected Q1 2026 earnings and providing positive guidance.
The stock has now added +$35 billion in market cap since reporting earnings.
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@DiMartinoBooth @SpiritAirlines @EsteeLauder @Cboe @KPMG_US Meanwhile corporate profits at all time highs!!
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What a difference 24 hours makes:
@SpiritAirlines lost its lift, taking down 15k workers
@EsteeLauder 2025 face lift fell flat, taking down 3k more employees w/it
@Cboe executed its WFH policy & 20% of its staff
@KPMG_US consulted w/itself & found it needed 400 fewer advisors
MacroEdge@MacroEdgeRes
MacroEdge Job Cuts April: 94,065 Technology sector layoffs and small business closures were abundant in April #MacroEdge
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@biancoresearch Equities wont care....market is on auto pilot up..
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*US 30-YEAR YIELD TOUCHES 5% FOR FIRST TIME SINCE JULY 2025
Now just 11 bps from a new 18-year high.
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BREAKING: President Trump releases a statement on Iran as US oil prices rise above $100/barrel.
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American economic confidence is now below April 2020 levels:
The Gallup Economic Confidence Index declined -11 points in April, to -38, the lowest reading since November 2023.
This is now below the pandemic low of -33 points seen in April 2020.
To put this into perspective, the all-time high was +56 points in January 2000, while the all-time low was -72 points in October 2008.
Currently, 73% of Americans believe the economy is getting worse, the highest since May 2023, while only 23% believe it is getting better.
Furthermore, only 33% of Americans say it is a good time to find a quality job, the lowest reading since January 2021, down from a peak of 74% in October 2021.
Americans are very concerned about the economy.
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@KobeissiLetter May should refill spr before shipping overseas...
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For the first time in history, there are 60+ large crude oil tankers bound for the US.
US crude exports are up by +2.5 million barrels per day since the Iran War began.
US big oil will see its most profitable year on record in 2026.
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@biancoresearch And financial markets at all time highs know that Trump and the Fed will do whatever is necessary to keep the markets humming along...
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No War
No Peace
No Shipping
No Crude, LNG, Fertilizer and Helium
Andreas Steno Larsen@AndreasSteno
Asked whether the cancellation meant he would resume the war, Trump told Axios: "No. It doesn't mean that. We haven't thought about it yet." So still more ceasefire, despite no true deal..
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@DianeSwonk Respectfully, financial marlets at all time highs know that the Fed will step in with QE unlimited at the first real signs of significant stress in the system.......And the Fed has long been a Political creature!....So much for independence...
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🚨SUNDAY HEADLINE AT 6PM EST🚨
AXIOS: Sources say Tehran delegation on the way to Islamabad for second round of U.S.-Iran talks. Deal likely.
The Iranian Letter@TheIranianzg3z
BREAKING: Pakistani sources say prospects for resuming a second round of U.S.–Iran talks are fading, as Tehran remains unwilling to meet the U.S. delegation expected to arrive from Washington. They add that Iran continues to demand an end to the U.S. naval blockade as a precondition for opening a new round of negotiations.
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I had a very good call this morning with @POTUS and @SecWar Pete Hegseth about the way forward regarding the Iran conflict.
I think the President’s decision to leave the blockade in place is very smart. It is having a strong effect on the ability of Iran to continue to be the largest state sponsor of terrorism – which they appear intent on doing.
I not only expect this blockade to stay in place until Iran shows a commitment to change their ways, I expect the blockade will be growing and that it could become global soon.
To those assisting or thinking about assisting the Iranian regime in distributing its oil, which provides resources for terrorism, you do so at your own peril.
Well done to President Trump and his team. This is the best chance since 1979 to change the behavior of the regime and I hope this can be accomplished through diplomacy.
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BREAKING: The Trump Administration is nearing a deal to "rescue" Spirit Airlines, per WSJ.
The deal involves a potential $500 million loan from the Trump Administration, receiving in return warrants to take a potential significant stake in Spirit.
This would add to the Trump Administration's stakes in Intel and various rare earth metal companies from 2025.
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@biancoresearch Exactly.....he is searching for a way to extricate himself while boosting his ego...
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In other words, "tough guy" Trump threatening Bridges and Power Plants will emerge again this weekend (market closed), only to soften that stance Monday morning (market open).
Barak Ravid@BarakRavid
🇺🇸🇮🇷President Trump is giving Iran's warring factions a short window of several days to unify behind a coherent counter-offer — or the ceasefire he extended Tuesday ends, three U.S. officials tell me. My story on @axios axios.com/2026/04/22/tru…
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@biancoresearch He has no choice but to capitulate ....there is no way out that will allow him to save his huge ego...
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Trump:
I have therefore directed our Military to continue the Blockade and, in all other respects, remain ready and able, and will therefore extend the Ceasefire until such time as their proposal is submitted.
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So:
No war
No peace
No ships
No oil, LNG, fertilizer, or helium
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@KobeissiLetter For good reason....average Americans are suffering under the burden of higher home ins., auto ins., utility bills, food, medical.... and the list goes on and on......
It borders on criminal what the Fed and Politicians have done...
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Americans have never been this pessimistic about their financial situation:
A record 54% of US consumers no say their financial situation is worse compared to a year ago due to higher prices.
This has risen +900% since 2021.
Currently, more Americans believe higher prices have worsened their financial situation than at the height of the 2008 Financial Crisis.
The percentage is even higher than in the 1970s and the 1980s, when the official CPI inflation rate exceeded 10%.
Furthermore, US consumers are now expecting inflation to rise +4.8% over the next year, the highest reading since June 2025.
Inflation is far from gone.
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@DougKass @TheStreetPro @business @lisaabramowicz1 @tomkeene @FerroTV Nothing seems to matter to this market.... not inflation, war..nothing.
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Commentators rejoicing in better than expected PPI.
However, looking more closely, pipeline inflation is rising. @thestreetpro @business @lisaabramowicz1 @tomkeene @ferrotv
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@KobeissiLetter Average working men and women are getting hosed....It's a rigged game...
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The gap between Wall Street and Main Street has never been bigger:
US consumer sentiment is down to 47.6 points, the lowest level in history.
At the same time, the S&P 500 is trading just 3% from its all-time high.
Since the 2020 pandemic, consumer sentiment has fallen -50%.
During the same period, the S&P 500 has rallied +205%.
This comes as inflation, rising housing costs, and a weakening job market are increasingly squeezing the average American household.
Meanwhile, 87% of all equities are held by the wealthiest 10% of households.
Asset owners are the biggest winners in this economy.
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@KobeissiLetter At some point reality will hit equity valuations..
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The market is numb to the headlines.
We just saw the worst possible outcome to US-Iran peace talks.
Not only was a deal not reached, but the US itself is now set to blockade the Strait of Hormuz, military action is back in discussion, and US oil prices are up to $105/barrel.
Meanwhile, the S&P 500 is down less than -0.5% today after rising +5% prior to negotiations on hopes of a peace deal.
The reality is that investors are preparing for prolonged inflation and the acceleration of the AI Revolution.
Own assets or be left behind.
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@QTRResearch Futures are making a come back....watch market open green....nuts...
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