Bull Case
🚨US URGES BEIJING TO CEASE MILITARY, DIPLOMATIC AND ECONOMIC PRESSURE AGAINST TAIWAN - STATE DEPARTMENT *Meaningful exchanges should focus on dialogue between Beijing and Taiwan's democratically elected authorities without precondition -State Department …
Taiwan abruptly canceled President Lai Ching-te's first trip to Eswatini, the first trip abroad in more than a year, citing pressure from China
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Bull Case
Trump approval rating holds at 36%, tied with lowest of his term last month - Reuters poll
Approval of US Military strikes on Iran at 36%, little changed from early April - Reuters poll
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Iranian negotiators receive approval from the Supreme Leader to travel to Islamabad for US talks aimed at extending the ceasefire
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Bull Case
🚨Hearing for Kevin Warsh as Federal Reserve chair is re-scheduled for next week. Tim Scott says he is confident the DOJ will conclude its probe into Jerome Powell soon and expects the nomination to succeed. Once Kevin Warsh is sworn in and starts cutting…
Warsh confirmation hearing remarks: we need new communications; no more pressing question than cost of living; Fed needs new inflation framework; Fed needs to use tools differently
Warsh blames 2021 forward guidance for Fed's miss on transitory inflation.
Warsh blames 2021 forward guidance for Fed's miss on transitory inflation.
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Bull Case
Negotiation teams from Iran and US are expected in Islamabad on Tuesday for the final round before Trump makes his appearance to sign a deal on Wednesday or Thursday in Islamabad - Pakistani source
Vance and Iran's Parliament Speaker Ghalibaf arrived in Islamabad at dawn on Wednesday
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Bull Case
Warsh confirmation hearing remarks: we need new communications; no more pressing question than cost of living; Fed needs new inflation framework; Fed needs to use tools differently Warsh blames 2021 forward guidance for Fed's miss on transitory inflation.
Gold dumping as Warsh talks
Gold traders know the debasement trade is over with Warsh
Gold traders know the debasement trade is over with Warsh
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Bull Case
🚨FRAUD HUNTER CARSON BLOCK IS SHORTING CORPORATE CREDIT ETFS BETTING HEAVY ON AI INDUCED UNEMPLOYMENT He has got it backwards. AI is a disinflationary black hole. Block should be loading up on crypto instead of shorting boomer ETFs. Kevin Warsh gets AI…
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Warsh: US real economic growth and real take home pay will accelerate
Kevin Warsh totally deserves Mr President's trust. He will give us the biggest melt up in financial history this year.
Kevin Warsh totally deserves Mr President's trust. He will give us the biggest melt up in financial history this year.
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Bull Case
🚨BULLISH: OPENAI SHUTS DOWN SORA AND DROPS VIDEO FEATURES FROM CHATGPT; DISNEY PULLS OUT OF $1BN DEAL Jerome "Too Late" Powell is putting an artificial stupidity ceiling on CAPEX. Under ZIRP, OpenAI wouldn't be offering junk-bond-like guaranteed returns or…
Senator Tillis: problem I have here is a US assistant attorney putting Powell under investigation
Powell deserves it for starving the greatest productivity engine in history over inflation fears.
Powell deserves it for starving the greatest productivity engine in history over inflation fears.
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Bull Case
Warsh confirmation hearing remarks: we need new communications; no more pressing question than cost of living; Fed needs new inflation framework; Fed needs to use tools differently Warsh blames 2021 forward guidance for Fed's miss on transitory inflation.
Warsh: don't believe in forward guidance
Told ya, Warsh wants to keep his options open. Pump everything in 2026, then come out as tomahawk in 2027.
Told ya, Warsh wants to keep his options open. Pump everything in 2026, then come out as tomahawk in 2027.
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Bull Case
Warsh: don't believe in forward guidance Told ya, Warsh wants to keep his options open. Pump everything in 2026, then come out as tomahawk in 2027.
Warsh says he will absolutely not be president's 'sock puppet'
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Bull Case
Iran's decision to not be in Pakistan Wednesday is final - TASNIM
Trump on Iran: will therefore extend ceasefire until such time as their proposal is submitted, and discussions are concluded, ONE way or other
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Bull Case
Iran's decision to not be in Pakistan Wednesday is final - TASNIM
Advisor to Iran's parliament speaker: continuation of the blockade is no different from bombardment and must be met with a military response
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Trump: Iran doesn’t want the Strait of Hormuz closed, they want it open immediately so they can make $500M a day. But if we do that, there can never be a Deal with Iran, unless we blow up the rest of their Country, their leaders included!
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Bull Case
🚨FRAUD HUNTER CARSON BLOCK IS SHORTING CORPORATE CREDIT ETFS BETTING HEAVY ON AI INDUCED UNEMPLOYMENT He has got it backwards. AI is a disinflationary black hole. Block should be loading up on crypto instead of shorting boomer ETFs. Kevin Warsh gets AI…
There are fewer new $1B tech unicorns today than there used to be, but they are leaner. - Bloomberg
AI led productivity in one chart. Adapt or die.
AI led productivity in one chart. Adapt or die.
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USDT supply on Tron hits new all-time high of $86.7B. Currently only Eth outpaces Tron for stablecoin supply.
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Bull Case
Japanese destroyer JS Ikazuchi (DD-107) transited the Taiwan Strait on April 17, marking the vessel's first known passage through the strait.
China's Taiwan Affairs Office: Japan self-defense force sent ships into the Taiwan strait to 'deliberately provoke, seriously damaging' the political foundation of China-Japan relations and 'seriously threatening' China's sovereignty and security
Bull Case
Btc $77k
TOTAL at 2-month high. Bitcoin pumping on bad news.
Crypto is finally starting to price in the end of the war too.
Crypto is finally starting to price in the end of the war too.
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Bull Case
Taiwan abruptly canceled President Lai Ching-te's first trip to Eswatini, the first trip abroad in more than a year, citing pressure from China
China's Taiwan affairs office: expresses appreciation for the position and practice of relevant countries in adhering to the one-china principle on Taiwan president's postponed visit to Eswatini