HK protesters marching to US embassy makes the trade situation a bit tricky to resolve. No trade deal in the short term might be already priced in the market.

Purdue Pharma bankruptcy on opiod issue - how much of this will have contagion on big pharma is unknown.

Moves in bonds (TLT) and Gold (GLD, GDX) are suggesting a correction in equities is coming

This evening's press conference can be described as "unhinged". I hope the leadership can get their act together to save this great nation

Fed is throwing unlimited amount of money into this market to keep it afloat. Market is suggesting that we are all clear very soon. We think that the worst case scenario currently playing out is not priced in. We are planning to selectively trade in and out of market.

Gilead's Remdesivir success in treating Covid-19 patients is great news and changes the market dynamics. We can now see the markets going higher with the substantial and unlimited support from the federal reserve.

The news from Moderna on the efficacy of the vaccine from phase 1 trail is significant. If this is true, we can see the light at the end of the tunnel. It should be less than 12 months for a broadly available vaccine.

Given the vaccine news, the liquidity in the market will only propel the market higher

We may be in for a few choatic weeks ahead. Investors should be prepared for all outcomes, not just the conventional wisdom. usatoday.com/story/money/sh…

Great news on the vaccine front. Twelve months from now, the Covid nightmare will end. Markets are looking great with all the stimulus money flowing to risk assets

There is a tail risk to the equity markets - no transition

My heart goes out to the Ukrainians suffering the effects of war. One unintended consequence of tepid sanctions is Europeans transacting with Russia for non-energy products in crypto. #Bitcoin

🇺🇸 Late-cycle checklist: Wages >4% ✅ Peak margins ✅ Tight labor market ✅ Closed output gap ✅ Extreme valuations ✅ Oil 70% above trend ✅ Peak earnings revisions ✅ Declining mfg sentiment ✅ Plunging consumer conf. ✅ Inverted 2s10s (<40bps) ❌ Fed hiking into a slowdown ✅

A sympathetic foreign nation tugging on American heartstrings to get militarily involved in a European war is not a new issue. In fact, it’s as old as the USA itself. A thread. 🧵

Introducing Haun Ventures, a firm built for the next generation of the internet. We’ve raised $1.5 billion across two funds to invest in web3. An exciting first step, but the real work begins now. mirror.xyz/haunventures.e…

Jim Cramer is like that kid in school who would always put his hand up when the teacher asked a question and reply so confidently with the wrong answer

the clip right after the intro is sending me into cardiac arrest

The pandemic caused a boom in the air cargo market. As the economy slows, will the growth in air cargo continue? Watch the video to learn more. cnb.cx/3CzKDbe