Seeing headlines that Chamath is launching more SPACs

Taiwan and Israel have a security relationship with the US. It is an imperfect one, compared to NATO membership. But note that there are no clear "trip wires" for activating that relationship. It comes down to TECHNOLOGY & WEAPONS. That's it. That is what Ukraine needs.

What if the ISMs go to 57-58? Markets are not priced for that Full story over at Real Vision

He is CLEARLY trying to make a case for himself *ZERVOS: FED'S POWELL IS 'OPERATING POLITICALLY FROM THE LEFT'

Tell me you don’t have clue, without telling me you don’t have a clue 100% fake news below

It has been a fairly concentrated high-beta sell-off so far, which strikes me as more retail-driven than anything else. Perhaps there is another leg to this Fed vs. Trump stand-off before he ultimately gets his way. If I were Powell, I wouldn’t automatically cave in at this

Gotta love how all of the Palantir bears who sold at 100 or below are now out taking a victory lap with the stock still at 150 haha

Still work for Trump to do to move the majority of the FOMC More lay-offs needed 😅

With the renewed upside in S&P PMIs in line with our nowcasted observations, we want to re-iterate that S&P PMIs are likely superior to ISM PMIs in this cycle. The business cycle is doing BETTER than reported

I have spend all week listening to people telling me that Powell will be hawkish, but should be mostly priced in now. Look at ETH here. Send it!

Headline from Bloomberg just now. Pretty telling for the incredibly biased sentiment from the institutions right now "US Underperformance will extend, whatever Powell says!"

Solid technical breakouts all over the place unless Powell spoils the party

If the Fed keeps easing into this, you are waaaaaaaaaay too bearish still

Hmm… feels a little better today 😅

I have been called a bulltard all week 🪇🚀