Posts
Putting the Dollar Flight in Context and How to Protect from Further Erosion
Reddit has an insatiable belief that the end of America is here. The dollar is down 9% in the last 3 months. While a big move, it's important to note at $100, the dollar index is just off all time highs of $120 and well above all time lows set …
Olive branch extended?
XI extended the olive branch provided trump shows a bit of civility to resume negotiations. Does Trump accept? Given his ego, I say no, but his ego is also getting hammered by his policies. I think possibly he will and make it look like he was the good guy. A …
After surge to record highs, gold overtakes 'Magnificent 7' as the most crowded trade on Wall Street
[https://finance.yahoo.com/news/after-surge-to-record-highs-gold-overtakes-magnificent-7-as-the-most-crowded-trade-on-wall-street-143338618.html](https://finance.yahoo.com/news/after-surge-to-record-highs-gold-overtakes-magnificent-7-as-the-most-crowded-trade-on-wall-street-143338618.html) [Gold](https://finance.yahoo.com/personal-finance/investing/article/gold-price-today-wednesday-april-16-2025-gold-opens-with-new-high-134956304.html) has surpassed the "Magnificent Seven" tech stocks as the most crowded trade on Wall Street as the precious metal surged to record highs this year amid volatile markets and an uncertain economic backdrop. According to the latest Bank of America fund managers survey published this week, nearly half …
MSTR most likely de-coupling from NASDAQ?
I know that this may be controversial, but it seems like Strategy (and bitcoin) are probably decoupling from the broader market moves, given the 'digital gold' narrative. Bitcoin has been hovering around the $84k level since mid March, and has a solid floor around 80k. MSTR is relentlessly buying BTC, …
NVDA export to China is fully blocked, H20 ban + Q1 loss of 5.5 billion, I made $18.5K in shorting
NVDA was export restrictions, H20 was originally for the Chinese market to do the “low-compatibility version” is also banned, indicating that the government this time upgraded sanctions, no matter how much you lower the frequency, cut the number of performance, it does not allow you to sell. NVDA itself has …
How a Supreme Court Ruling Could Weaken Fed Independence, Shake Markets
What will the markets look like if the Fed is no longer independent? How would you adjust your portfolio? Would it change the traditional approach to investing? https://www.wsj.com/economy/central-banking/how-supreme-court-ruling-could-weaken-fed-independence-shake-markets-1aea90fe?st=3kKVQA&reflink
US manufacturing output slows in March; tariffs cloud hangs over factories
[https://finance.yahoo.com/news/us-manufacturing-output-slows-march-140404754.html](https://finance.yahoo.com/news/us-manufacturing-output-slows-march-140404754.html) WASHINGTON (Reuters) - U.S. manufacturing production rose moderately in March and could decelerate further amid President Donald Trump's global tariffs, which have sparked a trade war with China. Factory output increased 0.3% last month after an upwardly revised 1.0% rebound in February, the Federal Reserve said on Wednesday. Economists …
California’s Newsom Says State to Sue Over Trump’s Tariffs
[https://finance.yahoo.com/news/california-newsom-says-state-sue-112115299.html](https://finance.yahoo.com/news/california-newsom-says-state-sue-112115299.html) (Bloomberg) — California Governor Gavin Newsom said his state is suing to halt Donald Trump’s tariffs, setting up a high-stakes legal challenge to the president’s landmark effort to overhaul global trade. The state will file a complaint Wednesday in San Francisco federal court challenging Trump’s use of emergency powers …
$LYFT news are out - Europe expansion
Hey guys, Lyft - the 'small Uber' - just announced the expansion to Europe. How do you think about this news? Usually expansion to Europa is a positiv thing for the stock price. And the best thing is: They pay less than 200 million for FreeNow, and have a Free …
(04/16) Interesting Stocks Today - He who controls the (NVDA) chips controls the universe
This is a daily watchlist for short-term trading: I might trade all/none of the stocks listed, and even stocks not listed! I am targeting potentially good candidates for short-term trading; I have no opinion on them as investments. The potential of the stock moving today is what makes it interesting, …