Good Morning Everyone!

Tesla is up +13% pre-market after reporting “better than feared” and for some analysts “better than expected” results.

The stock is up the most in 14 months.

Meta's up next - reporting tonight.

Can Zuck deliver the goods?

Good Morning Everyone!

Tesla is up +13% pre-market after reporting “better than feared” and for some analysts “better than expected” results.

The stock is up the most in 14 months.

Meta's up next - reporting tonight.

Can Zuck deliver the goods?

Tesla has a record +$29 billion in cash.

Could invest the cash in a money market fund at 5% and make +$1.45B doing nothing.

Wild.

Good Morning Everyone! Over 40% of the S&P500's market value will report earnings this week.

Magnificent 7 earnings kick-off today with Tesla.

Profits for Magnificent 7 are expected to jump +38% in Q1 from a year ago.

But if you exclude NVIDIA, expected net income growth for…

Good Morning Everyone! Over 40% of the S&P500's market value will report earnings this week.

Magnificent 7 earnings kick-off today with Tesla.

Profits for Magnificent 7 are expected to jump +38% in Q1 from a year ago.

But if you exclude NVIDIA, expected net income growth for…

Good Morning Everyone! Big week ahead for earnings:

- Tuesday: Tesla, Visa, UPS & GM
- Wednesday: Meta
- Thursday: Microsoft & Google
- Tuesday (next week): Amazon

Also we get U.S Q1 GDP and PCE (inflation report) on Thursday.

Giddy up!

Good morning everyone! Yields are rising across the board:

- The 2-year yield surged to +4.95%

- The 30-year fixed-rate mortgage hit +7.13%

Meanwhile, Jerome Powell signaled yesterday 'higher for longer' on interest rates

He's got an almost impossible job on his hands.…

Good morning everyone! Yields are rising across the board:

- The 2-year yield surged to +4.95%

- The 30-year fixed-rate mortgage hit +7.13%

Meanwhile, Jerome Powell signaled yesterday 'higher for longer' on interest rates

He's got an almost impossible job on his hands.…

Good Morning Everyone! The U.S dollar is on a tear.

On track for its best run in more than a year.

Why? Higher for longer interest rates and increased geopolitical risk.

The first FED cut not expected until September.

Money market funds just reached an all-time high of +$6.1…

🚨IMF Steps Up Its Warning to US Over Spending and Ballooning Debt

Interest payments on U.S debt continues to hit record highs

This is unfolding as the 10-year yield could climb to 16-year highs of +5%.

Ouch.

🚨IMF Steps Up Its Warning to US Over Spending and Ballooning Debt

Interest payments on U.S debt continues to hit record highs

This is unfolding as the 10-year yield could climb to 16-year highs of +5%.

Ouch.

Good Morning Everyone! The U.S dollar is on a tear.

On track for its best run in more than a year.

Why? Higher for longer interest rates and increased geopolitical risk.

The first FED cut not expected until September.

Money market funds just reached an all-time high of +$6.1…

🚨Is the FED’s next move a HIKE?

Here's what top leaders said in the last few days:

- Jamie Dimon, CEO of JPMorgan: “We are prepared for a very broad range of interest rates, from 2% to 8% or even more”

- Larry Summers, Former Treasury Secretary: “You have to take seriously…

Stocks down always go up ; (

S&P down -1.69% this week...

Let's recap:

- Gold hits new record high of +$2,400/oz. Now up +23% over last 6 months (+40% higher than S&P)

- Costco selling as much as $200 million in gold bars monthly

- VIX up +25% today. Up +50% from low 3…

Stocks down always go up ; (

S&P down -1.69% this week...

Let's recap:

- Gold hits new record high of +$2,400/oz. Now up +23% over last 6 months (+40% higher than S&P)

- Costco selling as much as $200 million in gold bars monthly

- VIX up +25% today. Up +50% from low 3…

This isn’t bitcoin, tech stocks or even U.S federal debt. It’s the price of gold hitting new record high!

Is anyone paying attention?

This isn’t bitcoin, tech stocks or even U.S federal debt. It’s the price of gold hitting new record high!

Is anyone paying attention?