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Quiver Quantitative
JUST IN: Senator Tim Sheehy has set up a blind trust to avoid conflicts of interest.
He is one of the only U.S. Senators who has done so. https://t.co/yP6RdCttkS
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JUST IN: Senator Tim Sheehy has set up a blind trust to avoid conflicts of interest.
He is one of the only U.S. Senators who has done so. https://t.co/yP6RdCttkS
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Offshore
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Wall St Engine
S&P 500 Closing Bell Heatmap (Jun 02, 2025)
$SPY +0.57% 🟩
$QQQ +0.79% 🟩
$DJI +0.08% 🟩
$IWM +0.32% 🟩
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S&P 500 Closing Bell Heatmap (Jun 02, 2025)
$SPY +0.57% 🟩
$QQQ +0.79% 🟩
$DJI +0.08% 🟩
$IWM +0.32% 🟩
S&P 500 Opening Bell Heatmap (Jun 02, 2025)
$SPY -0.21% 🟥
$QQQ -0.26% 🟥
$DJI -0.41% 🟥
$IWM +0.33% 🟩 tweet
Offshore
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The All-In Podcast
Revenue from Tariffs Jumped to ~$23B in May 📈💰
Via Newsweek:
-- ~$23B is up more than 2x since February
-- ~$68B collected so far in 2025, up 78% y/y
Earlier this year, @Jason had the following market created: "Will tariffs generate >$250b in 2025?"
According to Polymarket, surpassing $250B this year is still unlikely (17% chance), despite recent growth.
However, chances have increased six percentage points in the last week, even with two federal courts blocking Trump's tariffs (those blocks have been temporarily paused by an appeals court).
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Revenue from Tariffs Jumped to ~$23B in May 📈💰
Via Newsweek:
-- ~$23B is up more than 2x since February
-- ~$68B collected so far in 2025, up 78% y/y
Earlier this year, @Jason had the following market created: "Will tariffs generate >$250b in 2025?"
According to Polymarket, surpassing $250B this year is still unlikely (17% chance), despite recent growth.
However, chances have increased six percentage points in the last week, even with two federal courts blocking Trump's tariffs (those blocks have been temporarily paused by an appeals court).
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Wall St Engine
$UBER has named longtime exec Andrew “Mac” Macdonald as President & COO—its first COO since 2019. He’ll now oversee global Mobility, Delivery, Autonomous, and key platform functions. The move follows the exit of SVP of Delivery Pierre-Dimitri Gore-Coty. CEO Khosrowshahi says he's “not going anywhere” and calls the promotion a natural next step.
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$UBER has named longtime exec Andrew “Mac” Macdonald as President & COO—its first COO since 2019. He’ll now oversee global Mobility, Delivery, Autonomous, and key platform functions. The move follows the exit of SVP of Delivery Pierre-Dimitri Gore-Coty. CEO Khosrowshahi says he's “not going anywhere” and calls the promotion a natural next step.
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Offshore
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The All-In Podcast
Jeffrey Sachs: Starting WW3 over Taiwan " would be the stupidest thing for my grandchildren to die for."
"China, first of all, is not a threat to the United States' security. Big oceans, big nuclear deterrent, and so forth."
"Second, we don't have to be in China's face."
"What do I mean by that? We don't have to provoke World War III over Taiwan."
"That's a long, complicated issue. But this would be the stupidest thing for my grandchildren to die for."
"We have three agreements with China that say we're gonna stay out of that, and we should."
"And then China would have no reason for war either."
Recorded on September 10th, 2024 at the All-In Summit
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Jeffrey Sachs: Starting WW3 over Taiwan " would be the stupidest thing for my grandchildren to die for."
"China, first of all, is not a threat to the United States' security. Big oceans, big nuclear deterrent, and so forth."
"Second, we don't have to be in China's face."
"What do I mean by that? We don't have to provoke World War III over Taiwan."
"That's a long, complicated issue. But this would be the stupidest thing for my grandchildren to die for."
"We have three agreements with China that say we're gonna stay out of that, and we should."
"And then China would have no reason for war either."
Recorded on September 10th, 2024 at the All-In Summit
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Offshore
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The All-In Podcast
great irony:
the first article ever written about the fashion of the besties was recently published by an outlet called "women's wear daily"**
** - in fairness, it was listed under the "mens fashion" section 😉 https://t.co/zU0gXmVmeq
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great irony:
the first article ever written about the fashion of the besties was recently published by an outlet called "women's wear daily"**
** - in fairness, it was listed under the "mens fashion" section 😉 https://t.co/zU0gXmVmeq
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The All-In Podcast
RT @DavidSacks: MOUNTAINHEAD costume designer Susan Lyall on the All-In Pod: “It was a very good source of research for me. One of the hosts, Chamath Palihapitiya, went to the inauguration of President Donald Trump and he showed pictures of all the things he wore. I couldn't believe it. He had a Loro Piana jacket here and a Brunello Cucinelli there — he obviously really knew his stuff.”
🤣🤣🤣
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RT @DavidSacks: MOUNTAINHEAD costume designer Susan Lyall on the All-In Pod: “It was a very good source of research for me. One of the hosts, Chamath Palihapitiya, went to the inauguration of President Donald Trump and he showed pictures of all the things he wore. I couldn't believe it. He had a Loro Piana jacket here and a Brunello Cucinelli there — he obviously really knew his stuff.”
🤣🤣🤣
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Hidden Value Gems
Interesting facts:
✅ Switzerland has had the strongest currency over decades
✅ Yet manufacturing accounts for 18% of GDP, one of the highest share among developed nations
✅ Over half its exports are “high-tech” — more than double the US level
✅ Its current account has remained in surplus averaging 4% of GDP since 1980s
✅ It generates more than $100 in GDP per hour worked — that’s more productive than any of the other 20 largest economies.
US administration may consider other ways to support domestic manufacturing, not just weakening the dollar.
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Interesting facts:
✅ Switzerland has had the strongest currency over decades
✅ Yet manufacturing accounts for 18% of GDP, one of the highest share among developed nations
✅ Over half its exports are “high-tech” — more than double the US level
✅ Its current account has remained in surplus averaging 4% of GDP since 1980s
✅ It generates more than $100 in GDP per hour worked — that’s more productive than any of the other 20 largest economies.
US administration may consider other ways to support domestic manufacturing, not just weakening the dollar.
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Wall St Engine
Today's Key Events (All EST) — 06/03/2025
08:55: US Redbook YoY
10:00: US JOLTS Job Openings
10:00: US Factory Orders MoM
10:00: SEC Chair Atkins Testifies (Tentative)
12:45: Fed's Goolsbee
13:00: Fed's Cook
15:30: Fed's Logan
Before Open 👇
05:30: $NIO
06:00: Donaldson Company $DCI
06:45: Ferguson $FERG
06:50: Dollar General $DG
06:50: Signet Jewelers $SIG
07:30: Ollie's Bargain Outlet $OLLI
After Hours 👇
04:00: HealthEquity $HQY
04:05: Hewlett Packard Enterprise $HPE
04:05: Asana $ASAN
04:05: Couchbase $BASE
04:05: Mama’s Creations $MAMA
04:05: Yext $YEXT
04:05: Sportsman's Warehouse $SPWH
04:10: CrowdStrike $CRWD
04:15: Guidewire Software $GWRE
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Today's Key Events (All EST) — 06/03/2025
08:55: US Redbook YoY
10:00: US JOLTS Job Openings
10:00: US Factory Orders MoM
10:00: SEC Chair Atkins Testifies (Tentative)
12:45: Fed's Goolsbee
13:00: Fed's Cook
15:30: Fed's Logan
Before Open 👇
05:30: $NIO
06:00: Donaldson Company $DCI
06:45: Ferguson $FERG
06:50: Dollar General $DG
06:50: Signet Jewelers $SIG
07:30: Ollie's Bargain Outlet $OLLI
After Hours 👇
04:00: HealthEquity $HQY
04:05: Hewlett Packard Enterprise $HPE
04:05: Asana $ASAN
04:05: Couchbase $BASE
04:05: Mama’s Creations $MAMA
04:05: Yext $YEXT
04:05: Sportsman's Warehouse $SPWH
04:10: CrowdStrike $CRWD
04:15: Guidewire Software $GWRE
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