This changes my view on near-term setup
The Japanese auto giant said the impact of higher U.S. tariffs on its profit was 450 billion yen last quarter, equivalent to $2.9 billion on.wsj.com/47FbHUv
''The USD has stopped going down'' crowd often forgets that other fiat currencies are just one release valve for this trade Precious metals, long-end yields and crypto are also key release valves for ''debase-and-run-it-hot'' policies This macro theme rermains intact for now
Solid breakdown of the technical setup
“NYC is dead.” -Guy from the Midwest who’s visited NYC twice and owns 40 acres of farmland
Smart observation on market structure
OpenAI CEO Sam Altman suggested that jobs transformed by AI might not be considered "real work" in the future, drawing a comparison to how a farmer from as "not real work," per FUTURISM
BREAKING: The US Government shutdown is now the longest in history.
Important implications for vol traders
Solid breakdown of the technical setup
JUST IN: Russia Defense Minister: It is necessary to immediately begin preparations for nuclear tests
Thank you to all of the Illumina shareholders that voted for me. I look forward to serving on behalf of all shareholders and stakeholders. I am happy to say that activism is alive and well at Icahn. - Andrew Teno, Icahn Capital
There are two core questions the court will consider in determining the legality of the tariffs on.wsj.com/4oTxVsT
Police hunt for Algerian man released from prison by mistake on.ft.com/439xZww
Fed's Miran: Policy shouldn't mechanically respond to higher stocks.
The stock market is back to “Extreme Fear.” Once again, this is NOT what you see before a crash with the S&P 500 2% away from all time highs.
Trend Update - Fed cut the FFR by 25bps and is ending QT on 1 Dec - $NDX $QQQ trend remains UP - Next several months likely to be good for stocks Our portfolio is invested in the leading growth stocks and there are no hedges in place. alphatarget.com
Smart framing of the options landscape
A Great line from The Big Short: "One of the hallmarks of a mania is the rapid rise in complexity and the rates of fraud." Dr. Michael Burry
*US OCT. ISM SERVICES PMI HITS 8-MONTH HIGH OF 52.4; EST. 50.8 *US ISM SERVICES PRICES PAID INDEX RISES TO THREE-YEAR HIGH
TRUMP CONSIDERS BACKUP TARIFF OPTIONS If the IEEPA tariffs fail in court, Trump’s team may rely on other laws. Section 122 of the 1974 Trade Act allows 15% tariffs for 150 days to address trade imbalances, possibly followed by targeted tariffs under Section 301, used against…
"Mad Max For Years?" Bill Holter Warns There's More Risk In The System Now Than Ever zerohedge.com/personal-finan…
This explains a lot about recent price action
In the past, when a CEO needed air cover for layoffs or a strategy change, they’d hire McKinsey to tell them what they already knew and then point to the “consultants”. Now they will point to “AI”, but it’s equally untrue.
SNB'S Tschudin: A major challenge today is US tariff policy, which has increased global uncertainty.
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