Claude's growth is standing out

I find myself liking financials here $XLF

$U.UN

How can u bet against the US consumers w that backdrop? $SPX From BofA:

That's an interesting one on the labor market

The Trump Admin-invested USA Rare Earth is buying Brazil-based Serra Verde Group, the only producer outside of Asia that can supply all four magnetic rare earths at scale. Serra Verde earlier received a $565 million package from the U.S. International Development Finance Corp.

IMF/World Bank meeting comments from Eurasia:

n=2, but interesting nonetheless $SPX From JPM:

lol

Bot $ARM

Amen

$SPX is at an all-time high. The US is in a war. The Strait of Hormuz is still effectively closed. Oil is $92/bbl — $25 above pre-war. None of this seems to make sense, but here we are. The market decided the AI/memory/earnings story beats the energy crisis story (for now). It

Not discussed much on X, but Kharg Island oil storage is nearly full due to the ongoing US naval blockade. When storage overflows, Iran will have to shut production. The financial pressure applied here is understated imo. We even heard Bessent calling that blockade "the

Indonesia securing Russian energy

Bot $XLF

Already up 30%. Talk about efficiency of the market

from state street $spx

China as a catch up trade? $FXI $KWEB

Ken Griffin on the single factor he looks for when hiring at Citadel: "show me an athlete who did well academically." "an athlete because they know what it takes to win and they've had to experience loss." talent is everywhere. what's rare is someone who knows how to lose,