Raw signal, scraped and timestamped.

10yr bond yields (4.6%) have started to breakout and are likely heading towards in 6% range thereby compressing SPX P/E ratio down to 16 (currently 21.3)

While crypto equities collapse (Gemini -89%, BitGo -77%, Bullish -71%), BlackRock, Goldman, JPM and Morgan Stanley just joined a UK tokenization taskforce. The speculation business is dying, not crypto.

Two sets of headlines landed in the same week and I don't think enough people are putting them side by side. Set one, the carnage in crypto-native equities: \- Gemini (GEMI) is down \~89% from its \~$37 open last September, …

Banks are reporting earnings this week

Six of the eight biggest banks returned 58% to 63% over the past year. The two that didn't, jpm at 16.55% and wfc at 4.42%, both report today. JPM has the best ROE of the group and the second-worst tape. …

The other Lucid (not motors)

Here is my once in a lifetime Pepe Silvia post: Esophageal cancer (EC) is one of the most deadly cancers, and incidence has increased something like 400-600% since 1975 (depending on the study). It can be cured entirely when it's …

Korean FSS confirms 350K forced liquidations. Loss porn incoming from an entire country. 🍿

CLOV Clover Health stock

**CLOV** Clover Health stock watch, pullback to 4.51 gap support area with high trade quality. Long trade TARGET 1 * Price: 5.33 Profit: 16.6% (Typical rally) * Stop/Trailing Stop: 4.36 Loss: 4.6% * P/L Ratio: 3.6 : 1 - Good …

Deep Dive: Where Value Accrues in the AI Stack

Where does it start? Where does it end? Where does it fork? Which layers compound value, and which get commoditized? Who owns the fulcrum assets that pivot the rest of the stack? Every era of computing has been won by …

$SPCX Shortsqueeze

Lying LA sheriff's deputy who worked as muscle for crypto 'godfather' learns fate

Trump calls for Congress to pass Clarity Act crypto bill to honor Lindsey Graham