Markets : backlash on TSLA stock, MAG7 malaise (largest daily cap losses yesterday -is that it ?..) and no hiding into BTC (as expected it is now another risk-on or off assets), MSTR and the Reddit crowd got monstered last few days, while solid dividend quality names holding up very well ! clients happy! Hedge funds unwinding risk as in early days of COVID, Goldman Sachs says, MANUS AI in China another break through, Novo Nordisk wasn't pretty, in fact there were not many pretty places other than 'proper value-quality balance-sheets'!! >>> have we done enough ?? certainly done a fair bit of 'growthy silly stocks unwinding', in this environment, big picture, keep on focusing on quality/value/solid dividends names as we do (these markets will bring some nice opportunities again within the 'growthy crowd', let them come to you..) >>> only question is how hard does Trump want the 'recession to be''... he can flip quickly and agree CAD, MXN deal and be lot more friendly with NATO, or even CHINA... much will depends on HIS mood, stay tuned >>> #SPX lows 5565 !! if you want to go long, play agaisnt the JPM strike !!!
German Greens See Chance for Defense Spending Deal This Week >>> SOME compare this EU defense & German deal, as big as back after reunification in early 90's.. #EURO anything big overall
Over the last 2 months, the S&P 500 and crypto have erased a combined -$5.5 TRILLION of market cap. We have just witnessed one of the most SUDDEN shifts in sentiment since 2020
U.S. could reach deal with Canada that avoids oil and gas tariffs, energy secretary says, and Trump seeks minerals refining on Pentagon bases to boost US output, sources say
CREDIT : YoY change in revolving credit dipped into negative territory in January ... much deeper plunge typically associated with recessions, take note Trump team..
Chinese AI ‘Manus’ went viral like DeepSeek, but can it compete with ChatGPT’s AI agents?....after DeepSeek it should be quite evident now to 'mr market' that China hass been working hard at it for years! and are competing, absolutely not doubt about it, U.S exceptionalism over, they all got far too over confident about their superiority... the U.S dominance, exceptionalism is over and/or on pause...pretty clear now
Elon Musk claims cyber attack on social network X came from ‘Ukraine area’ - Outage is latest trouble for world’s richest person’s business interests since he joined the Trump administration
Mainland Chinese Investors Buy Record Amount of Hong Kong Stocks
Big downside for bank stocks if this 'detox' period turns into recession, says Bank of America
FT: NATO insists on deepening cooperation between the EU and Turkey
Exclusive: Trump seeks minerals refining on Pentagon bases to boost US output, sources say | Reuters
good news!
Barchart on X: "BREAKING 🚨: Magnificent 7 Mag 7 Stocks sustained total market cap losses of more than $830 Billion today, the group's single largest daily loss in history https://t.co/Vq8K8D899o" / X
𝔗𝔯𝔲𝔱𝔥 𝔐𝔞𝔱𝔱𝔢𝔯𝔰 on X: "I want EVERYONE to take a moment and listen very carefully to this exchange between Mitt Romney and Assistant Secretary of State for European Affairs in Europe, ‘Toria’ Nuland in 2022. Her assessment is backed up by an essay by Putin which you can find on the Kremlin website. : https://t.co/phPEJRm9cg" / X
Jacob King on X: "Michael Saylor isn't the genius guru he pretends to be. In fact, he's one of the worst traders in history. He makes his money from deceiving people. Since he first bought BTC, its price has surged over 900%, yet his total gains since 2020 now sits at a mere 19.4%. He could have https://t.co/pYs7oIu8Zl" / X #MSTR scam.. (if you want to hold BTC, through IBIT is the solution long-term holding, cheap and effective)..
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