markets
"Tons of questions on the overnight fade from up 4% to down 5% - did feel like a fair bit of investor awareness that it has been nearly ~2yrs since a “wow” top of t+1 reaction at Nvidia
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"It will be an enormous pain in the ass to disentangle, and we are going to make sure they pay a price for forcing our hand like this..."
"PayPal isn't currently in talks to sell itself — to Stripe or anyone..."
Investment flows suggest the market isn’t comfortable with the notion that inflation is yesterday’s problem...
US success would entrench Trumpism and demolish planned global alternatives; yet failure would do nothing to return ‘rules-based order’ or a benign free-trade backdrop for under-armed and over-dependent ‘middle powers’.
There’s a contradiction at the heart of markets, as flows anticipate higher inflation yet the stocks rallying the most on AI are also those that face the greatest risk from rising prices...
The last time this technical indicator triggered six times in a month was preceding the Pandemic crash of 2020...
“Aside from fireworks, champagne and dancing robots, we are not quite sure what more Nvidia could have done on the 4Q call to get the market re-excited”
The case for independence was built on a world that no longer exists. That is not an argument against it. It is an argument for reexamining it...
"Continue to point to GSCBGLLI Index...... Want a small cap i have been keeping an eye..."
"spike in private defaults could ripple across public markets, widening spreads and impairing liquidity."
NVDA stock is back to flat, erasing all of its post earnings gains, after what some attribute as a lackluster conference call.
"We’re delivering differentiated results. Importantly, our industry peers can see it, and the resource owners can see it.”

The back-and-forth adds a fresh dose of tension to the relationship ahead of President Donald Trump’s upcoming visit to Beijing...
...'squeezy' gains in recently embattled stocks but "watch credit..."
"I'm going to interrupt you..."










































