The Long Investor
3.5% is hot.

CPI

Expected CPI is 3.4% tomorrow

Previous month was 3.2%

Analysts are expecting it to come in hot

It would need to come in at 3.2% or lower not to upset the market….I can’t see that happening

Anything above 3.4% and there will be blood to be mopped up. https://t.co/50aiClyanp - The Long Investor
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Giuliano
There is something beautiful in reading the sources of ideas.

Adam Smith on ‘inflation’. https://t.co/GHBAx6fdBu
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 Q-Cap 
Oh no, stocks will now actually have to go up based on their fundamentals instead of lower interest rates , this is not fair https://t.co/ZsJJL3Gphe
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Brandon Beylo
RT @hkuppy: Xi doesn’t want the peasants to keep front-running him…👇👇

Breaking from @Sino_Market:

“The Shanghai Futures Exchange has imposed transaction limits on #gold and #copper futures to control recent trading price risks.

The daily opening position limit has been set at 2,800 lots for gold and 2,000 lots for copper.”

Probably nothing. - Brandon Beylo
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The Long Investor
JPM Morgan implied move prediction for today https://t.co/Q4KrNTc3Ek
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Antonio Linares
Thanks a lot for your review, Yi! Welcome to the deep diver club :).

It’s awesome to see my 2 Hour Deep Diver course adding value to folks around the world. https://t.co/oE8N9G24Ro
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Antonio Linares
If FCF/share goes up big time, the CPI doesn’t matter.
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The Long Investor
I am seeing a lot of confusion online.

CPI came in 0.3% higher, NOT 0.1% higher, that was only estimates.
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The Long Investor
Big test today will be for Crypto.

Will it go against the market or move with it?

Likewise, will Gold and Silver rise if the market declines?

This will determine what is a true safe haven against a weak market.

$SPY $BTC Silver, Gold
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The Long Investor
RT @TheLongInvest: @B_Funk_ Ah yes, the confusion continues…which is why people get confused when a stock drops after earnings in spite of hitting ‘estimates’
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 Q-Cap 
Wife: Honey we need toilet paper , could you go to Costco please.

Me: But sweetie, inflation came in hot at 3.5% instead of 3.4% and now the narrative is the FED is stuck because they already committed to bringing back rates to 2% and the market would see them as weak if they change their stance now. The 10-year exploded higher and Gayed is jerking off to the futures this morning.

Wife: You fu*king idiot
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The Long Investor
HSI testing its 2024 high again today as the US market feels the pressure.

Not a coincidence

HSI, $BABA, $KWEB, $BIDU

HSI has retested the top of the bullish channel and above the historical green line support and closed the week above both levels.

$SPY and $QQQ both showing a breakdown today.

HSI showing a higher high and higher low and recapturing an important support level

Both markets are in exact opposite situations now. - The Long Investor
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The Long Investor
$BABA has found support on the 0.78 Fib 6 times now since the 1st of Dec.

Sideways movement continues but the wedge is getting tight. https://t.co/C9JuJyidxV

$BABA I wonder why $BABA bought $4.9 Billion worth of stock in Q1

- Maybe it is the extremely tight wedge
- Maybe it is the HSI showing signs of reversing
- Maybe it's the FWD PE of 8
- Maybe its the $90 Billion in cash reserve with a $180 Billion Market Cap

Whatever the reason, they believe it is substantially undervalued here. - The Long Investor
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