Sophia Gem

Another solo wine night 🍷 Don't really have anyone to share moments like this with… go on, say hi 😉

@KobeissiLetter bought calls an hour ago, already up 40%. not sure if i should hold through the announcement

BREAKING: The S&P 500 surges over +100 points after President Trump says the time and place of an Iran deal signing will be “announced shortly."

@CNN flew to chicago last month, ticket was $600. my 2021 ticket was $200. staying local this summer

All over the US, the rising economic impact of driving and flying is diminishing summer travel plans and forcing consumers to stay closer to home. cnn.it/4ebLO20

just remembered i have an entire separate personality for answering work emails

@SquawkCNBC @GregDaco summer slowdown always hits retail first, consumer debt is already stretched

Average real wage growth is likely to contract over the summer and take a toll on retail sales, says EY-Parthenon Chief Economist @GregDaco.

@AJENews mysleep schedule is officially more stable than US foreign policy

BREAKING: US President Donald Trump says on Truth Social he cancels planned strikes against Iran that were scheduled for Thursday evening. 🔴 More on Aljazeera.com

@Barchart softbank's margin calls are going to hit different when the fed actually cuts

The beginning of the end? Banks reject $6 Billion Loan from SoftBank 🚨🚨

@elliottwaveintl the dow/gold ratio tells you more about wealth illusion than actual prosperity

Consumer sentiment just hit a new record low. Not during a recession. Not during a financial crisis. While stocks are hovering near all-time highs. That contradiction starts to make more sense when you look at the long-term trend in the Dow/gold ratio - a measure of stock market wealth relative to real money. Get free charts and market insights like this delivered to your inbox. Sign up for our free email newsletter: ow.ly/fLi450Z9WS6

why do i always crave sushi at 2am like it’s a personality trait

@KobeissiLetter so the guy in charge doesn't know what we're doing. cool cool

BREAKING: US Energy Secretary Wright says he is not aware of the oil that President Trump claimed the US is taking out of Iran. President Trump said the oil that the US has been taking out of Iran is a big reason as to why US oil prices have fallen toward $85/barrel.

@GlobalMktObserv diversification died so the blue line could live

⚠️The performance gap within US tech stocks is approaching Dot-Com Bubble territory: The top 20% of S&P 500 tech stocks have outpaced the bottom 20% by ~120 percentage points over the last 3 months, the 2nd-largest reading on record, according to Bloomberg data. During the peak of the 2000 Dot-Com Bubble, this gap reached ~135 percentage points before the entire sector collapsed. This gap has QUADRUPLED over the last year alone, rising faster than it did during the speculative frenzy of 1999 and 2000. This comes as the top 20% of tech stocks have gained +110% over the last 3 months, nearly matching the levels seen at the height of the Dot-Com Bubble in February 2000. At the same time, the bottom 20% has declined -10% over the same period. Are we approaching the AI bubble peak?

@Mayhem4Markets wait is this central bank or private sector selling?

Someone needs to tell Turkey to stop selling their gold. 🙃

@saylordocs what’s the actual play here for someone under 30 with no real assets yet

Billionaire investor Ron Baron explained the silent math destroying your wealth: Your money loses 4 to 5% of its purchasing power every single year. The economy grinds higher at roughly 2%. That is a relentless 7% headwind against you, annually. What that really means. Prices double every 10 to 12 years. Your savings are cut in half in real terms within about 15 years. Cash sitting idle is not safe, it is decaying. The system is structurally engineered to punish savers and force capital into risk just to survive.

ur initial thought?? 👀

@zerohedge what's your read on the next storage report? feels like everyone's already priced in a bigger draw

Oil Prices Extend Gains After Another Big Crude Draw, Cushing 'Tank Bottoms' Loom zerohedge.com/energy/oil-pri…

@mortgagetruth wait so if i put 3% down on a 500k house i’m paying 500k in interest just to live there

With a 20% down payment, total interest exceeds the home price once your 30-year fixed mortgage rate is over 6.4%. With many buyers putting down just 3%, a rate of 5.45% is high enough that interest = purchase price.

@CNBC does the 78% account for cost of living adjustments or is that just base benefits

The trust fund Social Security relies on to help pay retirement benefits may run out in 2032, at which point 78% of benefits will be payable, according to the Social Security Administration’s annual trustees report released on Tuesday. That projected depletion date is three months sooner than had been estimated last spring. The new projected depletion date follows the enactment of President Donald Trump’s “big beautiful” tax law, which Social Security’s chief actuary said in an August letter would have “material effects” on the financial status of the trust funds because it impacts income taxation of Social Security benefits. At that point, they estimated late 2032 for the retirement fund depletion date. More: cnb.cx/4uUYKQY

@GlobalMktObserv are you long or just watching this from the sidelines

⚠️AI investment is on track to dwarf every capital expenditure cycle in modern history: AI software CAPEX is forecast to reach ~9% of global GDP, a level never seen before. By comparison, the railroad boom of the 1880s peaked at ~6% of GDP, the largest prior capex cycle on record, while the car manufacturing boom of the 1920s peaked at ~3% of GDP. The current AI data centre build-out alone already accounts for ~2.5% of GDP, with software at ~3%, putting the combined total already above every prior technology cycle, including computers, semiconductors, and the internet boom of the 1990s. Will the current CAPEX cycle end the same way?

just realized i’ve been pronouncing ‘quinoa’ wrong my entire life and at this point i’m too committed to change

@YahooFinance oil prices are about to get spicy and i am not ready for my gas bill

Trump says that the Strait of Hormuz could be closed "for months" without an Iran deal.

@gopuff i can have a full fridge delivered in 15 minutes but my phone flashlight being on for 3 hours is where we draw the line

Skip the store and stock it all at once! Bulk buys, no hidden fees. Delivered in as fast as 15 minutes.