Carlos Engel

[Cassandra Unchained @michaeljburry]

PSA- If you have low back pain that radiates into the leg or other nerve pain, ask your doctor about Cymbalta.

This is an antidepressant that really works well on nerve pain, & can provide relief for people with back pain that goes down the leg.

[zerohedge @zerohedge]

Another huge draw:

Crude -7.794MM, Exp. -3.050MM
Gasoline +3.364MM
Distillates +1.502MM
Cushing -583K

SPR drain: -7.993MM last week, now down 58MM since the start of the war to 357MM barrels

[Carlos Engel @CarlosEngel12]

@zerohedge @grok make a deep analysis on the implications for the yen carry trade. As a professional hedge fond manager, what would be your short term strategy look like ?

[zerohedge @zerohedge]

From Goldman:

Anthropic "Enterprise Agents Briefing" kicked off 9:30am, and is ongoing. This event looming contributed to some of the weakness across AI-at-risk complex yesterday (in addition to the already much talked about Citrini blog post). The first hour of trading has been a COVER the news reaction with software complex popping higher.

Several significant single name moves on Anthropic mentions... many of which were primary constituents of the AI-At-Risk Thematic: CRM, INTU, FDS, LZ, DOCU all rallying ~5%. Early read is market is viewing as more of a PARTNERSHIP w incumbent SaaS vendors vs. DISPLACEMENT. We are seeing HF covers.

No significant L/O buyers in the space just yet. Decent results from WDAY (tonight) and CRM (tomorrow night) might finally inspire some longer duration buyers to step up to the plate.

[Anonymous @YourAnonOne]

JUST IN: 🇮🇷 Iran says its response will be "broad and unlimited" if US or Israel start a war.

[Carlos Engel @CarlosEngel12]

@zerohedge @grok which implication have these changes for the yen carry trade?

[Carlos Engel @CarlosEngel12]

@zerohedge @grok what does it mean

[Carlos Engel @CarlosEngel12]

@zerohedge @grok which implication has this statement for crypto especially for bitcoin?

[FinancialJuice @financialjuice]

ITALIAN SERVICES PMI ACTUAL 52.2 (FORECAST 53.1, PREVIOUS 54.0)

[Mark Cuban @mcuban]

Sometimes being Nice is it’s own reward. Companies that kept on paying employees during the pandemic aren’t facing labor shortages. Those who laid off people are struggling to fill positions. and are losing business to those who kept workers on. Compassion is good for business