Jimirri

Swing trader. “It is a strong virtually unshakeable belief in an uncertain outcome with an edge in your favour.”

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. August Chicago PMI data - Monday

2. August ISM Manufacturing PMI and Prices data - Tuesday

3. July JOLTS Job Openings data - Tuesday

4. August ADP Nonfarm Employment data - Wednesday

5. August ISM Non-Manufacturing PMI and Prices data - Thursday

6. July Jobs Report - Friday

All eyes are on the labor market.

[Earnings Whispers @eWhispers]

#earnings for the week of August 31, 2026

https://t.co/My2Eq16qS8

$AVGO $CRDO $CIEN $DELL $PANW $NIO $HPE $SNOW $PATH $AMBA $WLY $SAIC $MDB $NTAP $FCEL $SSL $DOCU $FIVE $RZLV $ZS $LULU $IOT $ASAN $MMED $MDT $CANG $CHPT $BBCP $SWBI $BLRX $AGX $PL $GTLB $PHR $YEXT $CRM $PVH $BF.B $HMR $KNOP $VSXY $SPWH $BRC $OLLI $AI $GOLD $CURV $GCO $VBNK $GWRE

[James Melville 🚜 @JamesMelville]

One of the most thoughtful, intelligent and balanced articles that I have ever read on illegal migration and the small boats crisis. Kudos to @matthewsyed for this:

“Your first duty is to serve your own citizens. Not people from Eritrea, Somalia, Afghanistan or Nigeria. The British people.

Oh, and the nation you serve is not just a territory. It is a home. Our home. It is where we live and work, and where ritual, community, family, and other concepts we might assemble under the rubric of "culture" come together to weave the fabric of a life. Our life. The only life we have and which unfolds in concord with those with whom we share it.

Without borders, we are not a nation, and without a nation, we are nothing.

We are but tribes or clans, scattered here and there, pipsqueak groups unable to operate at scale or to defend what is precious. To open our borders in the name of "compassion" to people, some of whom hate our values and wish to destroy them, is to place your virtue above our safety. It is a form of self-annihilating madness dressed up as enlightenment.

Only the myopic will infer from the above that I am in favour of slamming the doors to those in need.”

Here’s the full article in The Sunday Times.

[Jimirri @Jamirri]

@JohnCleese Not sure it is very relevant on this particular issue.

[Jimirri @Jamirri]

@London_W4 Big government is the wrong approach for so many reasons and yet it just keeps getting bigger.

[Jimirri @Jamirri]

@BROKENBRITAIN0 Nice sentiment. But the petitions website is a complete waste of effort.

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. August CB Consumer Confidence data - Tuesday

2. July New Home Sales data - Tuesday

3. July PCE Inflation data - Wednesday

4. US Q2 2026 GDP data - Wednesday

5. Nvidia, $NVDA, Reports Earnings - Wednesday

6. August MI Consumer Sentiment data - Friday

7. August MI Inflation Expectations data - Friday

We have a big week ahead of us.

[Earnings Whispers @eWhispers]

#earnings for the week of August 24, 2026

https://t.co/My2Eq16qS8

$NVDA $MRVL $CRM $IREN $CRWD $XPEV $KSS $INTU $OKTA $ADSK $SNPS $DKS $AFRM $ULTA $WDAY $S $ANF $DY $ESTC $CM $BBY $RBRK $GRRR $BILI $A $PDD $WSM $SMTC $VEEV $ZM $TTD $PICS $LI $RY $SJM $DG $NCNO $BNS $BOX $GAP $HEI $HPQ $HQY $HRL $GFI $DCI $BURL $BBW $BBWI $NTNX

[Jimirri @Jamirri]

@piersmorgan @Cambridge_Uni Yes. Everyone is quick to jump on the bandwagon criticising the media because it suits their agenda. But Cambridge put him in a position he should never have been in.

[Mario Nawfal @MarioNawfal]

WAKE UP, new Avengers: Doomsday Trailer just dropped

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. July Existing Home Sales data - Tuesday

2. OPEC Monthly Report - Wednesday

3. July CPI Inflation data - Wednesday

4. July PPI Inflation data - Thursday

5. July Retail Sales data - Friday

6. August MI Consumer Sentiment data - Friday

It's a big week for inflation data.

[Earnings Whispers @eWhispers]

#earnings for the week of August 10, 2026

https://t.co/My2Eq16qS8

$NBIS $SMCI $RKLB $CRWV $LITE $AMAT $ASTS $FLY $CSCO $PLUG $QUBT $HIMS $INFQ $COHR $GCTS $CBRS $SE $BRK.B (Saturday) $ARCO $CAVA $BETA $MLCO $CEVA $FIGR $LUNR $GPRO $ENVX $EAT $CAH $FRMI $B $AIT $BGS $TRMB $FNV $ALLO $USAR $AMCR $LQDA $NUS $ONON $CECO $WYFI $ALMR $ASND $XE $VG $BSEM $AAON $JD

[Jimirri @Jamirri]

@JohnCleese I think he sees. But his desperation not to be wrong is there for us to see.

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. Markets React to Trump Cancelling US Strikes on Iran - Today, 6 PM ET

2. July ISM Manufacturing PMI data - Monday

3. June JOLTS Job Openings data - Tuesday

4. AMD, $AMD, and SpaceX, $SPCX, Report Earnings - Tuesday

5. July ADP Nonfarm Employment Change data - Wednesday

6. SanDisk, $SNDK, Reports Earnings - Wednesday

7. July Jobs Report - Friday

8. ~20% of S&P 500 companies report earnings this week

We have a huge week ahead of us.

[Earnings Whispers @eWhispers]

#earnings for the week of August 3, 2026

https://t.co/My2Eq16qS8

$SNDK $PLTR $AMD $SPCX $LLY $COP $ANET $QBTS $WDC $APP $OKLO $SHOP $PFE $ALAB $CAT $DDOG $UBER $ELF $CELH $TTMI $STRL $RDW $ZETA $AXON $MELI $DIS $BYND $DKNG $DIBS $OPEN $UUUU $VST $BKNG $TXG $ABNB $FSLY $RIOT $AAOI $RGTI $HIMX $CENX $ALB $MCD $HUT $W $INOD $CLX $BROS $KTOS

[Earnings Whispers @eWhispers]

#earnings for the week of July 27, 2026

https://t.co/My2Eq16qS8

$MSFT $AAPL $AMZN $META $BE $SOFI $BSX $APLD $STX $ENPH $VRT $PYPL $HOOD $ORLY $ARM $QCOM $NVTS $KLAC $RBLX $BA $RDDT $V $AXTI $CLS $LRCX $BMY $XOM $NUE $CI $AZN $MA $KO $CMG $RMBS $BKR $TER $TLRY $UPS $AEM $CAR $DINO $FTNT $GLW $APH $VLO $MTZ $BOH $F $GNRC $SBUX

[Earnings Whispers @eWhispers]

#earnings for the week of July 20, 2026

https://t.co/My2Eq16qS8

$TSLA $INTC $GOOGL $NOW $NOK $AMC $IBM $GEV $TXN $HAL $T $MXL $VICR $KMI $CLF $TCBI $VZ $CCK $CHTR $DPZ $AAL $AXP $HBAN $FCX $ALK $ALLY $DHI $STM $NEE $PM $BX $BOKF $DECK $EWBC $LMT $DHR $CX $NLY $STLD $TSCO $WRB $ZION $TNL $SCHW $SLG $NEM $CCI $CNI $AIR $GM

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. ADP Employment Change data - Tuesday

2. Tesla, $TSLA, Alphabet, $GOOGL, Report Earnings - Wednesday

3. Initial Jobless Claims data - Thursday

4. Intel, $INTC, Reports Earnings - Thursday

5. July S&P Global Manufacturing PMI data - Friday

6. July New Home Sales data - Friday

Earnings season is officially in full-swing.

[Dr. Sheila Nazarian @sheilanazarian]

I want to ask the students screaming “Death to America”, do you have any idea what happens when American values die?

Because I do.

My family fled Iran, a country where freedom died. You don’t know what you have until it’s gone.

You think America is oppressive because you have never experienced real oppression.

You think silence is violence because you’ve never been silenced.

You think words are dangerous because you have never watched a government drag someone away for speaking them.

You think capitalism is evil because you have never stood in a bread line.

You think borders are immoral because you have never had to flee across one.

You think revolution is romantic because you have never had a revolution take everything from you.

I have.

And that’s why I refuse to be quiet.

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. Markets React to Strait of Hormuz Closure - Today, 6 PM ET

2. June CPI Inflation data - Tuesday

3. June PPI Inflation data - Wednesday

4. June Retail Sales data - Thursday

5. July Philly Fed Manufacturing Index - Thursday

6. July MI Inflation Expectations data - Friday

7. July MI Consumer Sentiment data - Friday

8. ~10% of S&P 500 Companies Report Earnings

We have a highly eventful week ahead of us.