Graph of US government bond purchases:
➤ April 16 - purchase of $5.058b.
➤ April 21 - purchase of $7.587b.
➤ April 27 - purchase of $5.058b.
➤ May 5 - purchase of $7.585b.
➤ May 7 - purchase of $7.587b.
➤ May 11 - purchase of $7.587b.
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▪️Market expectations (Fed rate):
- PAUSE until January 2027.
▪️Goolsbee, Fed Chairman:
- If oil costs $90 per barrel month after month, this would start to affect other prices. I don't think this oil shock is similar to what happened in the 1970s.
- I'm concerned about how long the conflict between Iran and the US will last. Before the war, I was optimistic about a rate cut.
- The longer the war lasts and the higher inflation remains, the more the rate cut will be shifted beyond 2026.
- I see a small but real risk for the Fed on two fronts at once.
▪️Hammack, Fed Chairman:
- The risks for monetary policy are two-sided. We need to look at both inflation and how energy costs affect the economy.
▪️Williams, Fed Chairman:
- The war in the Middle East is already intensifying inflation. I see the first signs of disruptions in supply chains.
- If the conflict ends quickly, this should help ease inflationary pressure.
- Liquidity is better than expected given the uncertainty. The Treasury bond market is working extremely well.
▪️Daly, Fed Chairman:
- My forecast depends on how long oil prices will rise and how long the conflict will last.
- It's too early to say whether the oil shock will be short-term or sustained. Everything depends on how long the conflict lasts: if it ends soon, we will return to the rate trajectory we were on.
- If the conflict persists, inflationary pressure will last longer. The oil shock is likely to have a greater impact on inflation than on economic growth.
▪️Waller, Fed Chairman:
- I'm not worried about the dollar losing its status as a reserve currency. It's still trusted.
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High-Momentum Leaders: 28 Stocks Showing Expanding Relative Strength (>5% ADR)
$PL – Aerospace & Defense
$RKLB – Aerospace & Defense
$CVNA – Auto & Truck Dealerships
$CARR – Building Products & Equipment
$IREN – Capital Markets
$AAOI – Communication Equipment
$CIEN – Communication Equipment
$LITE – Communication Equipment
$VIAV – Communication Equipment
$DELL – Computer Hardware
$SNDK – Computer Hardware
$BE – Electrical Equipment
$CLS – Electronic Components
$TTMI – Electronic Components
$SGI – Furnishings, Fixtures & Appliances
$AUR – IT Services
$COHR – Scientific Instruments
$AMKR – Semiconductor Equipment
$ALAB – Semiconductors
$CRDO – Semiconductors
$INTC – Semiconductors
$MU – Semiconductors
$RMBS – Semiconductors
$SMTC – Semiconductors
$TSEM – Semiconductors
$CRWV – Software Infrastructure
$NBIS – Software Infrastructure
$ALB – Specialty Chemicals
$PL – Aerospace & Defense
$RKLB – Aerospace & Defense
$CVNA – Auto & Truck Dealerships
$CARR – Building Products & Equipment
$IREN – Capital Markets
$AAOI – Communication Equipment
$CIEN – Communication Equipment
$LITE – Communication Equipment
$VIAV – Communication Equipment
$DELL – Computer Hardware
$SNDK – Computer Hardware
$BE – Electrical Equipment
$CLS – Electronic Components
$TTMI – Electronic Components
$SGI – Furnishings, Fixtures & Appliances
$AUR – IT Services
$COHR – Scientific Instruments
$AMKR – Semiconductor Equipment
$ALAB – Semiconductors
$CRDO – Semiconductors
$INTC – Semiconductors
$MU – Semiconductors
$RMBS – Semiconductors
$SMTC – Semiconductors
$TSEM – Semiconductors
$CRWV – Software Infrastructure
$NBIS – Software Infrastructure
$ALB – Specialty Chemicals
🇨🇭 Global One SI - Prompt
$AVAV/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Cantor reiterates Overweight on AeroVironment $AVAV with a $315 price target.
Analysts see a powerful space catalyst cycle and accelerating government budgets driving outperformance. With a $4.2B backlog, AeroVironment is a high momentum leader in high tech war.
Analysts see a powerful space catalyst cycle and accelerating government budgets driving outperformance. With a $4.2B backlog, AeroVironment is a high momentum leader in high tech war.
🇨🇭 Global One SI - Prompt
$CRML/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI
Critical Metals $CRML is accelerating the Tanbreez project toward a late 2028 production goal.
With a $120M EXIM Bank LOI, a 40% metallurgical jump to 2.96% TREO, and a $30M program to triple resources, the company is the premier Western Heavy Rare Earth Elements powerhouse.
With a $120M EXIM Bank LOI, a 40% metallurgical jump to 2.96% TREO, and a $30M program to triple resources, the company is the premier Western Heavy Rare Earth Elements powerhouse.
🇨🇭 Global One SI - Prompt
$LLY/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Guggenheim reiterates Buy on $LLY Eli Lilly with a $1,163 price target.
ACHIEVE4 data for Foundayo removes safety overhangs, showing a 16% reduction in MACE and no liver signals. This oral GLP1 is now a clear leader for cardiometabolic expansion.
ACHIEVE4 data for Foundayo removes safety overhangs, showing a 16% reduction in MACE and no liver signals. This oral GLP1 is now a clear leader for cardiometabolic expansion.
🇨🇭 Global One SI - Prompt
$LUNR/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Roth MKM’s Sujeeva De Silva raises Intuitive Machines $LUNR price target to $35 from $25, maintaining a buy.
With a $1B revenue target and $943M backlog, Intuitive Machines is the "Space Prime" powerhouse.
With a $1B revenue target and $943M backlog, Intuitive Machines is the "Space Prime" powerhouse.
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🚨 The CEO of Anthropic signed an agreement that AI is as dangerous as nuclear weapons
and then they built Claude Mythos, an AI which is so dangerous they won't release it to the public
[ what Mythos actually did ]:
> found a 27-year-old security flaw in OpenBSD for under $50
> built 181 working browser exploits where previous AI managed 2
> escaped its own sandbox without being asked
> completed a full corporate network penetration test in under 10 hours
> found zero-day vulnerabilities in every major OS and browser on the planet
[ the part that should concern you ]:
they didn't train it to hack.. these capabilities emerged on their own as a side effect of making it better at writing code
which means every AI lab building a smarter model is also building a smarter cyberweapon.. whether they intend to or not
[ and here's the timeline ]:
- China will have a version in 5-6 months
- Open-source version within 1-2 years
- The model 12 months from now makes Mythos look primitive
they signed the paper saying AI is as dangerous as nukes..
then kept building anyway
what do you think happens next???
and then they built Claude Mythos, an AI which is so dangerous they won't release it to the public
[ what Mythos actually did ]:
> found a 27-year-old security flaw in OpenBSD for under $50
> built 181 working browser exploits where previous AI managed 2
> escaped its own sandbox without being asked
> completed a full corporate network penetration test in under 10 hours
> found zero-day vulnerabilities in every major OS and browser on the planet
[ the part that should concern you ]:
they didn't train it to hack.. these capabilities emerged on their own as a side effect of making it better at writing code
which means every AI lab building a smarter model is also building a smarter cyberweapon.. whether they intend to or not
[ and here's the timeline ]:
- China will have a version in 5-6 months
- Open-source version within 1-2 years
- The model 12 months from now makes Mythos look primitive
they signed the paper saying AI is as dangerous as nukes..
then kept building anyway
what do you think happens next???
✍1