The total oil flows through the Red Sea is about 7m barrels per day Freight rates from Asia have surged 31% to 53% depending on the route How much of global trade flows are being disrupted and what are the risks? Read the research from MacroVisor here: macrovisor.com/p/can-the-red-…

“We must forever conduct our struggle on the high plane of dignity and discipline.” Martin Luther King Jr. , Aug 28, 1963

BofA's Fund Manager survey shows the Mag 7 is still the most crowded trade. Shocker!! 😱🤭

BofA's Asia Fund Manager's Survey shows that more people now expect a stronger Japanese economy in 2024.

Spirit Airlines shares plunge after court blocks merger with JetBlue on anti-trust grounds. $SAVE $JBLU

ECB'S CHIEF LAGARDE: ECB LIKELY TO CUT RATES BY SUMMER That's quite clear guidance! 👀

Almost everything is red this morning… 🩸

Brilliant ad... I'm endorsing the creative genius behind the ad. I don't know the product or company.

US Retail Sales (Control Group) came in at 0.76% vs. 0.2% est. The Control Group number is what is used for GDP calculation.

No surprise, money markets tend to see outflows once the Fed starts cutting rates.

Alternative Measures of New-Tenant Lease Rents Suggest That There Is a +1% Gap BetweenNew- and Continuing-Lease Rents - GS This suggests that sooner or later we should see further deceleration in Shelter inflation.

Gold vs. Real Rates...

Catching up on earnings.... Discover was down -9% on earnings. This probably had something to do with it. ⤵️ $DFS

"Critics are men who watch a battle from a high place then come down and shoot the survivors." ~ Ernest Hemingway

Random question on a Friday.... How do you take notes?

Staying invested is better than timing the market. Definitely Buffett-style wisdom. This chart considers the GFC and the pandemic crash - two significant drawdowns. It also considers the low-rate environment that’s dominated most of that period. The question is: do you have

I am so glad to see that many people still use paper and pen. I was starting to feel like a misfit! For me, fewer things are better than writing with a nice pen on beautiful paper. Have a great weekend, all!

Moody's recently revised the outlook for the Government of Egypt, shifting it from stable to negative. The rating stays the same at Caa1. The decision is attributed to growing threats to Egypt's economic stability, such as the devaluation of the local currency, escalating

NTM P/E $AMD > $NVDA

El diputado Armando Victor Gutiérrez presentó ante el Congreso local una iniciativa para fortalecer a la Unión Ganadera de Nuevo León e incluir activamente a los productores de todos los rubros.