Jed Graham

Author of A Well-Tailored Safety Net & ObamaCare Is a Great Mess; writes about economic policy and financial markets at Investor's Business Daily @IBDInvestors

[Jed Graham @IBD_JGraham]

The bitcoin price level at which Saylor could be forced to sell $BTC may higher than you suspect. Strategy's financial structure puts $MSTR at risk of imploding, which could make the level of issuance needed for $STRC dividends untenable https://t.co/AlMJfuNbQ0

[Jed Graham @IBD_JGraham]

Strategy's annual interest expense has nearly doubled since February, while its cash cushion has been cut in half. Dilution is coming and the floor for $MSTR could be much lower. https://t.co/fZi6AlzAoF

[Jed Graham @IBD_JGraham]

The taxman is coming for AI https://t.co/EKhImIfdVg

[Jed Graham @IBD_JGraham]

Strategy's chest-thumping show of forces comes as its actual bitcoin buying power has waned. $BTC $MSTR https://t.co/yuTuMMXJ2h

[Jed Graham @IBD_JGraham]

This piece explores whether Strategy might be buying bitcoin $BTC to push up $MSTR stock before issuing its own shares via an at-the-market offering. The company hasn't commented yet. https://t.co/wdkPlXdPmc

[Jed Graham @IBD_JGraham]

QCEW data implies U.S. has lost jobs since Trump tariffs ramped up on "Liberation Day" https://t.co/IZXo6aC26u

Possibly good news: BLS data shows jump in manufacturing job openings.

[Jed Graham @IBD_JGraham]

the price of bitcoin #btc may have support in the near term now that Strategy's two big guns -- #STRC preferred stock and #MSTR stock issuance -- have renewed buying power. https://t.co/BY0plKCbEV

[Jed Graham @IBD_JGraham]

$MSTR is either the stock Wall Street loves the most or has been most wrong about -- or both. https://t.co/SR2qCGTWtx

[Jed Graham @IBD_JGraham]

Strategy may have to cough up $1 billion in 2027 as $MSTR, bitcoin slide. A total of $6.6 billion in covertible debt is out of the money & subject to forced redemptions in 2027 and 2028. https://t.co/og58W1MlFe

[Jed Graham @IBD_JGraham]

Strategy just blew $21 billion buying bitcoin at an average price of $96,458 per coin. Now it's paying the price. $MSTR https://t.co/QELhiCzjXg

[Jed Graham @IBD_JGraham]

Why Trump's TikTok-For-Tariffs Would Be The Deal Of The Century
https://t.co/pWzJTCCMal

[Jed Graham @IBD_JGraham]

Kazakhstan, by far the globe's top uranium producer with a 43% share in 2022, just unexpectedly shut down production at a joint venture with Canada's Cameco $CCJ. Uranium stocks are flying. https://t.co/sUsXoFo3PD

[Jed Graham @IBD_JGraham]

The Treasury's Exchange Stabilization Fund may be Trump's ticket to a strategic bitcoin reserve https://t.co/3N3RdSOSoF

[Jed Graham @IBD_JGraham]

What the Trump-Musk fiscal team means for markets and why bond vigilantes might still grow unruly
https://t.co/8j7x8Cd0S4

[Jed Graham @IBD_JGraham]

Lots of shifts in Powell's assessment of the labor market. Highlighted hiring and quits rate, which point to cooler conditions that in the 2 years before the pandemic. Further cooling is not welcome and could lead to a 50-basis-point cut. https://t.co/5MGqg9fb0V

[Jed Graham @IBD_JGraham]

A couple of notes of caution. Economists say that QCEW data can be revised or doesn't necessarily need to match up with establishment survey CES data.
Also, Goldman says a lot of job growth may have been unauthorized immigrants largely left out of QCEW

[Jed Graham @IBD_JGraham]

BLS job revisions through March 2024 are late. However, we got a hint about what MAY be coming from quarterly census data. Employment up 1.3% in 12 months through March in QCEW vs. 1.9% previously reported in establishment survey.

[Jed Graham @IBD_JGraham]

Thursday's CPI could be the moment investors have been waiting for all year.
https://t.co/mAneeVepb9

[Jed Graham @IBD_JGraham]

Wall Street may see former President Donald Trump's presidential debate thrashing of President Biden as a bit too much of a good thing, if Friday's start-and-stop S&P 500 rally is a guide.
https://t.co/74mUoLcd2b

[Katie Couric @katiecouric]

Wall Street Journal reporter Evan Gershkovich's trial began behind closed doors today in the Russian city of Yekaterinburg. Gershkovich has been held on charges of spying for the US government -- which he, his employer, and the US government strongly deny -- since March 2023. He could face up to 20 years in prison.

Emma Tucker, editor-in-chief of the @WSJ, said in a message to readers, “To even call it a trial, however, is unfair to Evan and a continuation of this travesty of justice that already has gone on for far too long.”

📹: Zvezdanews via Storyful