Bitcoin (-30%) and Gold (-6%) are the two worst performing major assets so far in 2026. Something we haven't seen before in any calendar year. $GLD$BTC
JUST IN: Lyn Alden says “As you get higher public debt levels and ask, 'when will $39 trillion public debt matter?'… That’s a symptom of decades of financial imbalances.”
“There’s been winners and losers in that whole process and I’ve argued that it’s contributed to populism, more significant and unexpected geopolitical issues and I also think we’re entering a more multipolar world.”
Consumers deserve more than 0.0% and 0.1% on their checking and savings #deposits. Especially, when banks profit extensively for extending #credit from the very dollars people keep in their bank accounts. #Banks have been getting the deal of the century obtaining free capital from everyday citizens. #CLARITYAct
An extremely pointed message from @POTUS to those who are dragging their feet on CLARITY.
This is, and always has been, about what’s in the best interest of the American people.
#Bitcoin seeing some life this morning! Touched $73k-$74k. #Kraken became the first crypto exchange to receive a master account with the #Fed. Surely, I expect #tradFi#Bank not to be happy about that but it’s a positive push for the #crypto space. Eyes are all on the #CLARITYAct that could be great tailwinds.
SpaceX is considering a potential merger with Tesla, as well as an alternative combination with AI firm xAI, according to sources, a sign billionaire Elon Musk is weighing how to consolidate his empire bloomberg.com/news/articles/…
Seeing after-hours tick up on #HOOD this evening. This is very welcomed news for @RobinhoodApp! $HOOD has been on a gradual decline the past couple months, but I feel very bullish in the long-term. It’s been on an absolute tear on its service offerings and robust trading tools, making markets very accessible to #retail. #stocks#Trading#equities
#Tesla dips almost 2.5% today (so far) on the back of yesterday’s after-market close earnings report. Despite the fact they beat expected #EPS, they announced a major shift in their operations by: announcing their discontinuation of the Model S & X vehicles and redirect focus on #Optimus manufacturing, will spend a projected $20B in CapEx and an investment in a chip fab facility.
I can see the #market being spooked. These moves will undoubtedly have major implications in #TSLA revenue performance in the near term, and it is a big bet on VERY new market of mass #robotics.
Markets predicting two #rate cuts this year. Many institutions however only expect one rate cut this year. #Fed meeting today, #Powell said: “We do not foresee rate cuts any time soon.”
Wildcard will be when a new Fed Chair comes in this year. Curious to see how guidance changes H2 2026.
Getting quite a bit of whiplash on #Intel after the 17% sell off last Friday after Q4 #earnings showed supply shortages and weak Q1 2026 guidance, limiting #AI/data-center chip sales despite strong demand.
$INTC is up 11% 🔥 so far today making up some of that loss. Speculation of some insider purchases like CFO, David Zinsner, bought about $250k worth of shares providing some optimism.