Rocket Lab has received regulatory approval to acquire Mynaric ✅
The transaction has been approved by Germany’s Federal Ministry for Economic Affairs and Energy. As a result we expect the transaction to close in April.
@KrisPatel99 WITH DE-ESCALATION AND THE STRAIT OF HORMUZ OPENING UP, HOW HAS THIS SHIFTED YOUR VIEW ON $VG?
US LNG EXPORTS WILL LOSE THEIR GEOPOLITICAL PREMIUM QUICKLY IMO ESP AS WE SEE TRUMP DECLARE VICTORY IN IRAN
ISRAEL'S PRIME MINISTER NETANYAHU: THE WAR WILL END WAY FASTER THAN MOST PEOPLE THINK
First time Trump and Netanyahu saying the same thing.
The question now is, will Israel be ok with an Iran that is still under the control of the IRGC?
🎯 SUPREME COURT TARIFF RULING — MY TAKE
📉 MARKETS RIP — S&P 500 HITS 7,000
📈 NASDAQ SNAPS 5-WEEK LOSING STREAK
Here's what happened 🧵👇
1/ This is the BIGGEST market catalyst in MONTHS. SCOTUS just told Trump his tariff powers are UNCONSTITUTIONAL. The uncertainty trade is DEAD.
2/ Markets priced in WORST CASE for months. Tariffs = inflation = rates = recession fears. Today's move? That fear is GONE.
3/ S&P 500 → 7,000
Nasdaq → biggest rally in weeks
VIX → CRATERING
This is relief. Pure, undiluted relief.
4/ BUT — Trump is DOUBLING DOWN. Yesterday: 10% global tariff. Today on Truth Social: 15%.
He's now pushing "MAKE AMERICA AFFORDABLE AGAIN" (MAAA) — but the tariffs? Going UP.
5/ MY TAKE:
We've been sideways for MONTHS because of tariff uncertainty. This removes ONE tail risk... but Trump just added a NEW one. This fight isn't over.
6/ SECTORS:
Cyclicals led → Industrials, transports
Tech rebounds
Defensives → lagging
7/ This is a RALLY not a new bull market. Stay nimble.
🍃 DIRECTION: BULLISH (near-term) but WATCH THE NEWS
#STOCKS #MARKETS #TRADING #TARIFFS #MACRO