Peter Kaya

Nasdaq Follower
Red Wine and Cigars
Aviation freak

[U.S. Central Command @CENTCOM]

An F/A-18F Super Hornet launches from the flight deck of USS George H.W. Bush (CVN 77) as the ship sails in regional waters and continues to support enforcement of the U.S. blockade against Iran. As of Sept. 17, CENTCOM forces have redirected 104 commercial vessels to ensure strict compliance.

[First Squawk @FirstSquawk]

FED IS POISED FOR A RATE HIKE. IT RARELY STOPS AT ONE. – WSJ

[U.S. Central Command @CENTCOM]

U.S. Navy E/A 18G electronic-warfare aircraft patrol the skies over the Middle East while the U.S. continues to enforce the blockade against Iran. As of Aug. 27, CENTCOM forces have redirected 75 commercial vessels, disabled 3 and boarded 2 to ensure compliance.

[U.S. Central Command @CENTCOM]

An F/A-18 fighter jet launches from the flight deck of USS George H.W. Bush (CVN 77) while the ship sails in regional waters and supports enforcement of America’s 🇺🇸 steel wall blockade against Iran. As of Aug. 12, U.S. forces have redirected 59 commercial vessels, disabled 3 and boarded 2 to ensure full compliance with the blockade.

[Bloomberg @business]

Trading currencies won't fix what's wrong with Japan's economy (via @opinion) https://t.co/n6MTad3JTr

[Bloomberg @business]

President Donald Trump made more than 21,000 securities trades in his first year back in office, often in intense bursts tied to market events he created https://t.co/90jqNCHo6D

[Peter Kaya @RealPeterKaya]

@nntaleb سمك سردين مقلي! ألف صحة...

[investingLive @investingLive_]

Walks back his own tweet 20 minutes later.

[Lisa Abramowicz @lisaabramowicz1]

In just seven trading days, Nvidia has gained $900 billion of market capitalization and is now worth close to $6 trillion. https://t.co/8XBDpkB328

[Javier Blas @JavierBlas]

We thought we were getting a TACO

"Trump Always Chickens Out"

But so far we are getting a NACHO

"Not A Chance Hormuz Opens"

(With appreciation to the trader who told me)

[Peter Kaya @RealPeterKaya]

Do you remember when you joined X? I do! #MyXAnniversary Thank you X for 10 beautiful years!

[*Walter Bloomberg @DeItaone]

SUCCESS IN VENEZUELA MADE TRUMP OVERCONFIDENT ON IRAN, KEN GRIFFIN SAYS

Citadel CEO Ken Griffin says President Trump became overconfident on Iran after the rapid US success in Venezuela.

He argues the administration wrongly assumed a similar outcome in the Middle East and failed to properly coordinate allies or messaging.

Griffin, a frequent Trump critic, warned the strategy overlooked Iran’s complexity and made regime change far more difficult than in Venezuela.

[CNBC @CNBC]

Global recession is inevitable if Strait of Hormuz stays shut, says Citadel's Ken Griffin https://t.co/7jZMXwnZPO

[Joe Weisenthal @TheStalwart]

The UAE is no longer an emerging market

https://t.co/9LNpkdpylO

[Financial Times @FT]

'If anyone thinks here . . . that the European Union or Europe as a whole can defend itself without the US, keep on dreaming,' Nato's secretary-general Mark Rutte said in remarks to the European parliament. https://t.co/7ONnituSJY

[Bloomberg @business]

Donald Trump did his best to dominate Davos. But arguably Canada’s premier got people thinking most https://t.co/uR0RqkXaKp

[zerohedge @zerohedge]

Trump launching his own QE.

[Peter Kaya @RealPeterKaya]

Almost a year since President Trump's election in November 2024, two notorious dictators have been ousted so far. @POTUS @realDonaldTrump

[Peter Kaya @RealPeterKaya]

It sounds like QE and it looks like QE but it's not QE #FedPolicy

[Barron's @barronsonline]

The Fed Is Buying Billions in T-Bills. Just Don’t Call It QE. https://t.co/p0yR6b3JBA

[Nassim Nicholas Taleb @nntaleb]

The more something is perceived as stable, the worse the fall.