Both 10y and 2y rates are higher now than before initial claims report yesterday.

If the yield drop was the reason for yesterday's rally, shouldn't it reverse today entirely? x.com/markoinny/stat…

For about 5 to 10 days in the past few weeks market rallies "because fed will cut". Despite starting point being ~95% probability of a cut. This must be one of the most anticipated, hyped and pumped Fed event I ever saw. Bound to disapoint next week.

Why is $AAPL up today, is it because their new phone got banned in China ...

Psychopath x.com/anders_aslund/…

It would likely end the war, but lead to inflation shock and market selloff first

China launches discrimination and dumping probes into U.S. chips

US adds 20+ Chinese entities to export control list. China launches antidumping / antidiscrimination investigations against US chip measures YUAN TALKS Tit for tat continues

Odd. Elon Musk pushes boundaries in space exploration, electrification, health care. Why call out him vs. e.g. Ellison, Zuckerberg or Bill Gates. On trail of the last pope who tweeted in 2020 "build back better". x.com/FT/status/1967…

Chinese chip stocks jump after the country launched an anti-dumping investigation targeting certain US-made semiconductors, boosting expectations for the domestic industry bloomberg.com/news/articles/…

China turning against $NVDA

Why this bs? Going around the world advocating for 50-100% tariffs now, call China enemy daily, undermine China influence on developing countries, etc. I guess it's just to avoid 1 bad stock market day. x.com/financialjuice…

What happens when one or both of these customers stop buying due to e.g.recession fears. The stock is 5 - 10% of major indices. x.com/FirstSquawk/st…

Crypto down, NDX up divergence today. Going into blackout and month/quarter end, quite overbought NDX should go down hard.