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Joined April 2012
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No Hiding Places: Deleveraging Meets Structural Steepening - Friday was not a normal risk-off session. - Semis, crypto, EM, metals and Treasuries were hit together. - That is not rotation. - That is deleveraging. - The bond market is getting louder. traderscommunity.com/cautiou…
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Lost Gulf oil exports far smaller than thought, traders and shippers say Initial loss of Gulf supply seen at 12-15 million bpd Current disruptions could be as small as 5-6 million bpd, sources say Reined-in Chinese buying helping ease market pressure #oott reuters.com/business/energy/…
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WTI Crude oil down $2.85 (-3.25%) to $84.85 Now down -6.21% for the week & -15.94% for the month Reports from both US & Iran indicate that a peace agreement could be reached sometime next week. Pakistani Prime Minister Shehbaz Sharif posted on X, "we can confirm that a final, agreed upon text of the peace deal has been reached and Pakistan is now working closely with both sides to finalize the next steps. Peace has never been this close as it is now." #OOTT $UCO $USO $CL_F
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Will this it be blast off into space, or aback to earth on launching? Yesterday's filing has floating 555.6 million shares at $135 per share putting the company's valuation at $1.77 trillion. Will be the largest IPO in history Enthusiasm around the IPO has sent other space and rocket names sharply higher in recent sessions
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Predictably other space and satellite stocks are sharply lower after rallying yesterday. SpaceMobile $ASTS 82.97, -14.59, -14.95% Virgin Galactic $SPCE 3.71, -2.02, -35.25%
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SpaceX continued higher $SPCX 172.69, 37.69, 27.92%
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"As of today, U.S. forces have redirected 136 and disabled 9 to ensure compliance."
U.S. Navy warships and air assets continue to patrol regional waters enforcing the blockade against Iran. As of today, U.S. forces have redirected 136 and disabled 9 to ensure compliance.
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Another dud from Adobe $ADBE 202.85, -15.97, -7.3% Beat EPS expectations by $0.14, beat revenue expectations, guided Q3 revenues above consensus, and guided FY26 EPS and revenues above consensus. The company's CFO is departing for a chipmaking company.
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RT @chigrl: going to need a lot of energy and metals for that >> Goldman Sachs See Hyperscalers' AI Capex Surge Past $1 Trillion https://…
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Qatar's Emir Sheikh Tamim bin Hamad Al Thani and U.S. President Donald Trump held a phone call on Thursday in which they reviewed the results of U.S.-Iran consultations that had led to progress on understandings proposed within a negotiating track, the Qatari Emiri Diwan said. Trump told the emir that efforts were continuing to complete final procedures before announcing arrangements to sign an agreement, the Diwan added in a statement. Reuters
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Strait will open as soon as deal signed -Trump
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Con questo rialzo dei tassi la BCE non fa altro che accelerare il processo di stagflazione. Ma come si fa 🤦🏻
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According to the sources, Iranian officials told several countries on Thursday that the Tehran talks produced an agreement in principle, but Supreme Leader Mojtaba Khamenei still needed to give final approval. The sources noted that both the Iranians and the Qataris had emphasized that the U.S. strikes overnight significantly increased Iranian suspicions about Trump's real intentions
Sources Say Key Gaps Resolved In Qatari-Mediated Iran Talks – @Axios axios.com/2026/06/11/trump-c…
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