Getting closer...👇 #BounceCall

Also posted for clients yday after lunch:

'DOLLAR & YIELDS FALL - PUSHING UP STOCKS & BONDS

Market may not have realized it yesterday, but the combined efforts between Fed and Treasury actions was a form of easing. Small but with the BOJ/MOF yen…

💯 Fed ‘hides behind the dual mandate but the primary mandate is smooth UST market functioning’

Aka: Intervention

Your Sunday Sermon - on a Saturday. 🙏😘

Samantha LaDuc Excellent summary. For tech, innovation is essential to continue improving and growing. To divert so much to buybacks suggests they gave up on innovation breakthroughs

Samantha LaDuc Very good analysis. I kept looking for a place to pounce on you but you didn't leave me any room. Again, very good analysis.
I love the diminishing returns input.

$AAPL is top dog - in stock buybacks.

They've shaved ~40% of shares from supply since 2013 - same year QE kicked in btw.

Thursday, they did their BIGGEST Buyback evah - taking another 4% of shares outstanding out of circulation.

So why not invest in CAPEX or new products…

Dig into to our Macro-to-Micro power hour with Craig Shapiro recorded Wednesday Fed day after the market close.

Interpreting all the expectations – met and unmet – and where we go from here.

youtube.com/watch?v=2f3N9B…

Geoffrey Geoffrey Fouvry and I are Stalking A Market Top.

We discussed it Tuesday for our EDGE clients - where he serves as Economics Advisor.

His warning: Banking Contraction Will Kill Earnings

I love Peter. Really I do.

'Markets do not allow obscenities forever. You may claim that 'this time it's different,' and that your life of trading will be one 3σ after another. Don't bet on it. You will likely find once BTC reaches full adoption that 30% annual ROR becomes…

Apple revenues down 4% Y/Y. International revenues down 6%, iPhone sales -10% Y/Y (including inflation/prices hikes - wonder what units were - oh yeah, stopped reporting those), Greater China revenues -8.1%, Japan revenues -13%, net income down 2.2% Y/Y. But they slightly 'beat'…

Getting closer...👇 #BounceCall

Also posted for clients yday after lunch:

'DOLLAR & YIELDS FALL - PUSHING UP STOCKS & BONDS

Market may not have realized it yesterday, but the combined efforts between Fed and Treasury actions was a form of easing. Small but with the BOJ/MOF yen…

Wages: +3.9% in past year (above 3.5% inflation)

#NFP

Posted to clients Sunday:

“I still have a BOUNCE CALL in play since last week for SPY 5192 and QQQ $445.”

samanthaladuc.com/p/hflur-in-a-n…

#HFLUR In A Nutshell

CLUB/EDGE client post Sunday April 28th

Focus on 'Bounce Call' still in play.

samanthaladuc.com/p/hflur-in-a-n…

Craig Craig Shapiro & I have discussed this often...

youtu.be/2f3N9Bp1agI?si…

Dig into to our Macro-to-Micro power hour with Craig Shapiro recorded Wednesday Fed day after the market close.

Interpreting all the expectations – met and unmet – and where we go from here.

youtube.com/watch?v=2f3N9B…

Agree. And THEN we had the expected BoJ/MoF yen intervention.

So now we wait for $AAPL in general but specifically for 10Y yield to soften so market can rise.

Because if it doesn’t…
and their little intervention tricks prove to fail…

Then the bond bull beatings will…

Easing in an election year.

Color me shocked.

#FOMC #QRA

Market is confused - or is signaling it’s not enough:

“The Fed today has just begun the easing cycle.”

Indeed:

'we will have stagflation at much lower absolute levels of inflation than in the past, given this fiscal situation'