hearing army boy talk about delta to his friend, different from the delta i’d be talking about..
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ONEUP
BREAKING: The Trump Administration is considering using funds from the US Chips Act to take a stake in Intel, $INTC. Intel's stock is now up over +20% in 5 days. (@TheKobeissiLetter) After all that, I’m still like 100% down on INTC, good stock can always…
https://www.wsj.com/tech/apple-intel-have-reached-preliminary-chip-making-agreement-69eb9370
ah how things change.. anything that president recs..
ah how things change.. anything that president recs..
The Wall Street Journal
Apple, Intel Have Reached Preliminary Chip-Making Agreement
The iPhone maker and U.S. silicon giant will work together on chips for Apple devices. The Trump administration pushed for the deal.
"Feeling like the last months of the 1999-2000 bubble.”
Michael Burry, best known for predicting the U.S. housing crash, said stocks are no longer reacting logically to economic data. cnb.cx/42YrsE8
Michael Burry, best known for predicting the U.S. housing crash, said stocks are no longer reacting logically to economic data. cnb.cx/42YrsE8
CNBC
Michael Burry says the market today feels like 'the last months of the 1999-2000 bubble'
"Stocks are not up or down because of jobs or consumer sentiment," Burry wrote. "Feeling like the last months of the 1999-2000 bubble."
Forwarded from Walter Bloomberg
PUTIN: I THINK THE UKRAINE CONFLICT IS COMING TO AN END
(@WalterBloomberg)
(@WalterBloomberg)
Forwarded from Walter Bloomberg
PUTIN: I HOPE THE IRAN CONFLICT WILL END AS SOON AS POSSIBLE
(@WalterBloomberg)
(@WalterBloomberg)
*US APRIL CONSUMER PRICES RISE 0.6% M/M; EST. +0.6%
*US APRIL CONSUMER PRICES RISE 3.8% Y/Y; EST. +3.7%
*US APRIL CORE CPI RISES 0.4% M/M; EST. +0.3%
*US APRIL CORE CPI RISES 2.8% Y/Y; EST. +2.7%
different times from a few months ago🫠
*US APRIL CONSUMER PRICES RISE 3.8% Y/Y; EST. +3.7%
*US APRIL CORE CPI RISES 0.4% M/M; EST. +0.3%
*US APRIL CORE CPI RISES 2.8% Y/Y; EST. +2.7%
different times from a few months ago🫠
While April CPI inflation rose to 3.8%, inflation is much higher in many basic necessities:
1. Energy Commodity Inflation: +29.2%
2. Gasoline Inflation: +28.4%
3. Airfare Inflation: +20.7%
4. Energy Inflation: +17.9%
5. Electricity Inflation: +6.1%
6. Fruits and Vegetables Inflation: +6.1%
7. Hospital Services Inflation: +5.5%
8. Motor Vehicle Repair Inflation: +5.1%
9. Apparel Inflation: +4.2%
This has driven cumulative inflation since 2020 to +29%, meaning goods that cost $100 in 2020 now cost $129 today.
Inflation remains a major issue for Americans.
(@TheKobeissiLetter)
1. Energy Commodity Inflation: +29.2%
2. Gasoline Inflation: +28.4%
3. Airfare Inflation: +20.7%
4. Energy Inflation: +17.9%
5. Electricity Inflation: +6.1%
6. Fruits and Vegetables Inflation: +6.1%
7. Hospital Services Inflation: +5.5%
8. Motor Vehicle Repair Inflation: +5.1%
9. Apparel Inflation: +4.2%
This has driven cumulative inflation since 2020 to +29%, meaning goods that cost $100 in 2020 now cost $129 today.
Inflation remains a major issue for Americans.
(@TheKobeissiLetter)
This is absolutely insane.
President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi:
1. Elon Musk, Tesla and SpaceX CEO
2. Jensen Huang, Nvidia CEO
3. Tim Cook, Apple CEO
4. Larry Fink, BlackRock CEO
5. Stephen Schwarzman, Blackstone CEO
6. Kelly Ortberg, Boeing CEO
7. Brian Sikes, Cargill CEO
8. Jane Fraser, Citigroup CEO
9. Larry Culp, General Electric CEO
10. David Solomon, Goldman Sachs CEO
11. Sanjay Mehrotra, Micron CEO
12. Cristiano Amon, Qualcomm CEO
President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed.
Never in history has such a trip even remotely near this scale and caliber occurred.
This Trump-Xi meeting is far bigger than most realize.
(@TheKobeissiLetter)
President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi:
1. Elon Musk, Tesla and SpaceX CEO
2. Jensen Huang, Nvidia CEO
3. Tim Cook, Apple CEO
4. Larry Fink, BlackRock CEO
5. Stephen Schwarzman, Blackstone CEO
6. Kelly Ortberg, Boeing CEO
7. Brian Sikes, Cargill CEO
8. Jane Fraser, Citigroup CEO
9. Larry Culp, General Electric CEO
10. David Solomon, Goldman Sachs CEO
11. Sanjay Mehrotra, Micron CEO
12. Cristiano Amon, Qualcomm CEO
President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed.
Never in history has such a trip even remotely near this scale and caliber occurred.
This Trump-Xi meeting is far bigger than most realize.
(@TheKobeissiLetter)
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every decision you make counts
- just saw a guy running for the train and deciding not to board because the bell was ringing and just as he stopped a woman caught up to him and passed him what i presume was his dropped phone, he took it in shock and checked his pockets and bag. probably a big sigh of relief, good for him!!
- just saw a guy running for the train and deciding not to board because the bell was ringing and just as he stopped a woman caught up to him and passed him what i presume was his dropped phone, he took it in shock and checked his pockets and bag. probably a big sigh of relief, good for him!!
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