A phone? Really? Picked the wrong week stop doing heroin..

Keep in mind Thursday is a holiday and Friday is Triple witch OpEx so bit messy. Sweden is closed on Friday so OpEx on Thursday! :) Messy Mess!

Arabs says there was no message sent to get talks to end hostiities ... WSJ made it up?

Pharma tariffs incoming and EU deal not going anywhere. (as expected as everything else) People focus on the not important Iran conflict. Quite amazing but with VIX exp tomorrow , then FOMC in the evening followed by a holiday ahead of Triple Witch Friday. It might.. heat up

The long end US30y JP30y is really setup to grind so high but also the 10ys. WTI held 77/78 and is hard to make a case for the upside from here right now (if they dont go loco and start shooting in the Strait) Our bigger cases regarding these assets still in place and correct

30y yields note sent to clients. Read up as very important. More in tomorrow´s morning note

Oh I thought it was a joke with the "How Tom Lee nailed the V- bottom" It wasnt a joke? Sitting down all the way then appologize at the low is nailing it? I must read up on this matter

There are no holy grails in the markets. Only probabilities. This has gone lost with option boys crowd

They just really run it from one DeMark level to another on different timeframes. TDST click, on to next. Prop click next TDST and so on and on

Raising longer term rates projection..

Wide wide spread in number of 25 rate cuts.. 0 or 2 more or less Raising inflation estimates Oh well, doesnt really matter of course

Lol 2 out of 19 sees one rate cut in 2025. 7 at 0, 8 at 2 . That is actually hillarious stuff

I honestly still dont understand why Trump (wanting rate cuts) doesnt dump it with Powell and points "he did it" Forcing rate hikes with tariffs and other stuff , then gets the big cuts , put in a new guy in the chair. It would be so easy but dunno. Its weird

Would be so much fun if Trump caem out and said "I wouldnt own stocks here" to get at Powell. "HE IS RUINING IT!"

Lets see how much it got

A whole bunch of people discussing if the strait can be closed or not. If time has ever been wasted... Its not the point. And as pointed out: Iran cant do anything but to hit soft targets, the strait or something crazy.

Criminal gangs in Sweden activated by Iran to strike US and Israeli assets