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πŸ“ˆWe track everything that moves the markets: fast news, clear context, real narratives.
πŸ“© Reach out: @strategy

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JUST IN: Coinbase opens 24/5 stock trading to US users


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JUST IN: CIA secretly warned Apple, Nvidia, and AMD in 2023 that China could invade Taiwan by 2027, NYT reports.


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⏳ Why time feels faster as you age

When you’re 5, one year is 20% of your life.
When you’re 50, one year is 2%.

This idea is often called β€œJanet’s Law.” By 20, you’ve already experienced roughly half of your perceived lifetime. That’s why childhood summers feel endless, while a decade in adulthood can blur together.

The explanation is simple: novelty.
As adults, we repeat more patterns. Fewer new experiences.
Fewer strong memory markers.
The brain compresses routine.

But this effect isn’t fixed.

If you introduce new experiences, new skills, new environments, you create more memory density.
More reference points.
Time feels fuller.

Live on autopilot and 60 years can feel like 10.
Live with intention and 60 years can feel like 200.

Time moves the same. Perception doesn’t.



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TRUMP: "We are winning so much, that we really don't know what to do about it. People are asking me, please, please, please Mr. President, we are winning too much, we can't take it anymore."


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Trading is an incredible way to make a living.

No customers
No schedule
No employees
No dress code
No politics

It’s just you trying to be right with enough balls to put your money where your mouth is.



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JPMorgan $JPM CEO Jamie Dimon said he is starting to see parallels between today's market and the era before the 2008 financial crisis.

"Unfortunately, we did see this in ’05, ’06 and ’07, almost the same thing - the rising tide was lifting all boats, everyone was making a lot of money.”


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JUST IN: U.S. Senator has publicly called for President Trump's removal from office under the 25th amendment.


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Someone created a new Polymarket wallet "dfhgdhfthrfhr" and spent $180K betting that the U.S. will not strike Iran by March 4, 2026.


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To stop overtrading you have to reprogram your mind to not associate productivity with activity.

Most of you overtrade because you’re uncomfortable doing nothing.

You can’t sit on your hands.



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πŸ’° Buffett’s $382B Cash Pile

Berkshire Hathaway is sitting on about $382 billion in cash and Treasuries. That’s the biggest corporate cash reserve in U.S. history.

Why so big?

Berkshire’s businesses keep generating massive profits, and Buffett hasn’t found enough attractive deals. At the same time, he’s been selling stocks for eight straight quarters, including cutting Apple by roughly 75% and trimming Bank of America and others. He also slowed share buybacks.

The reason is simple: valuations look high. Buffett would rather hold cash than overpay.

He’s done this before. Before the dot-com crash. Before the 2008 crisis. Before the 2022 bear market. Each time, he built cash when markets were expensive and deployed it when fear created discounts.

The $382B isn’t hesitation. It’s dry powder.


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Trade Watcher
Nvidia, $NVDA, reports earnings after close. πŸ’§ Sponsored by @rainbetcom - rainbet.com βœ… @trading
$NVDA sinks at the open despite a Q4 earnings beat and optimistic guidance.


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JUST IN: PayPal stock, $PYPL, crashes as Semafor reports that the company is not currently in talks with Stripe.


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Forwarded from Quant Signals Free
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⚑️ We’re adding another tool to the Quant Signals ecosystem

Tomorrow, we’re releasing a lightweight MT5 position size manager.

No more manual lot calculations.
Just place your entry and stop lines on the chart, set your risk, and the EA automatically calculates the correct lot size.

We’ve also implemented partial TP functionality, something that isn’t available natively in MetaTrader.

Clean. Fast. No spreadsheets.

🫢 Premium members receive the app for free as part of their membership.

⚑️ Subscribe to get full access
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You need to be taking more risks.

Life is a game, and if you play with 0 risk and take the absolutely safe path 100% of the time, then 100% of the time you will lose to someone who is even 1-5% better who is doing the exact same thing.

But luckily life is kind of like poker in the sense that you can have a good hand and still lose, or a bad hand and still win.

So take risks.



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JUST IN: πŸ‡ΊπŸ‡Έ The U.S. Treasury bought back $745M of its own debt, bringing total buybacks this week to over $2.7B


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🚨 We just saw the first major layoff directly because of AI

Twitter founder Jack Dorsey laid off 4,000 people, 40% of the company’s headcount to go all in on AI and agentic workflows.

After the announcement, Block stock $XYZ surged 23% in 60 minutes, adding nearly $6 billion to its market cap.

Jack said what every CEO knows but won’t admit: β€œAI paired with smaller teams is enabling a new way of working. And that’s accelerating rapidly.”

The new math after AI is brutal:
100 people + AI = 1,000 people



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Trade Watcher
πŸ”΄ Friday

- January PPI Inflation data

PPI feeds into future CPI expectations and margin pressure assumptions. Core components matter most for rate pricing.
BREAKING:

πŸ‡ΊπŸ‡Έ US CORE PPI: 3.6%

EXPECTATIONS: 3%


This means inflation at the producer level is running above forecasts, which can signal persistent price pressures in the pipeline.

Higher PPI increases the risk that the Fed keeps rates elevated for longer.


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JUST IN: $650 billion has been added to precious metals in the past 3 hours as US-Iran situation is escalating.


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Forwarded from Venture Capital
Just In: OpenAI raises $110 billion at a $730 billion valuation.

βœ”οΈ Subscribe on @venture
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