Hiroshi Ono

Stocks Trading/Finance

[Garima Garg @garimagarga0]

A man spends 50 years teaching at MIT.

He knows his time is running out.

So he records one last lecture — everything he knows, distilled into a single hour.

He died 5 months later.

This is that lecture.

The most important hour you'll watch this week.

👇Bookmark it for later

[Patrick Bet-David @patrickbetdavid]

Brace for impact.

Tomorrow opening of the market will reveal a ton.

Few strange events taking place causing concern amongst investors.

1. Rumors of an underground bunker in Jerusalem where senior leaders can remain for an extended period during a war has been prepared by the Shin Bet security service and is fully operational, the Walla news site reported on Sunday, amid fear of attacks on Israel from Hezbollah and Iran.

The bunker, reportedly built almost 20 years ago, can sustain hits from a range of existing weaponry, has command and control capabilities, and is connected to the Defense Ministry headquarters in Tel Aviv, the report said.

2. Japan stock market, the Nikkei 225 is set to post its largest 2 day drop in history.

Larger than black Monday crash of 1987.

3. Bitcoin is down 22% the last week. (10% just today)

Ethereum is down 31% for the week. (21% for the day)

4. Some trends showing the increase purchase of military stocks under way.

This isn’t fully verified but you can see some patterns.

5. Talks about Fed reserve considering lowering rates half a point next month to stabilize the massive potential stock market loss in August.

6. Warren Buffett’s Berkshire Hathaway dumps $75.5 billion worth of stock and halves Apple stake.

They’re now sitting on a record cash pile of $276.9 billion. 

What does all of this mean?

1. Nothing

2. Shits about to hit the fan

3. A possible WWIII is eminent and America may be forced to get involved with Iran/Israel if 🇮🇷 attacks

4. The overdue Recession is finally here

5. Global recession after all the printing of 💰 is here

Either way, I follow a basic rule.

I lean 51% on future looking bright and 49% on “Only the paranoid survive”.

God is good!

[Michael Burry Stock Tracker ♟ @burrytracker]

“The banking system broke in 2023.
They've just been hiding it in plain sight.
And it's already far beyond 2008”

- @balajis

[Hiroshi Ono @TeHiroshi]

@mkobach Hongkong , Cheap

[Hiroshi Ono @TeHiroshi]

Watching videos of mentors like Warren Buffett,@RayDalio , and @garrytan has been an absolute game-changer!Their wisdom and insights have opened my eyes to a world of possibilities, sparking a fire within me to chase my dreams relentlessly.

[Earnings Whispers @eWhispers]

#earnings for the week

https://t.co/lrkZgaWb5b

$MSFT $META $GOOGL $T $VZ $ENPH $BA $F $KO $INTC $TLRY $ROKU $GM $SNAP $MMM $CLF $GE $DPZ $SPOT $V $PACW $APLD $RCL $LW $CMG $XOM $TDOC $MCD $LUV $RTX $NUE $PTC $MA $PG $CVX $CROX $NEE $ALK $VLO $NXPI $NOW $ABBV $BMY $FSLR $GEHC $DXCM $CDNS $LRCX $TMO $ENVX

[Seeking Alpha @SeekingAlpha]

$CAN - Canaan Inc. (CAN) Q1 2023 Earnings Call Transcript. https://t.co/qsqQsP6SZn #investing #stocks #stockmarket

[Seeking Alpha @SeekingAlpha]

$CAN - Canaan: Well-Positioned For Long Term Growth. https://t.co/FWkExdimG0 #business #markets #finance

[Nick Timiraos @NickTimiraos]

New paper from senior Fed economist Michael Kiley:

Inflation forecasting is hard. But "the data support a signal role for wages, and this signal is more important at certain points," including the late 1970s, the early 1980s, and right now https://t.co/faZTOs8q5D

[Barchart @Barchart]

7 Fear and Greed Indicators:
* Market Momentum (Greed)
* Stock Price Strength (Greed)
* Stock Price Breadth (Greed)
* Put & Call Options (Extreme Greed)
* Market Volatility (Neutral)
* Safe Haven Demand (Greed)
* Junk Bond Demand (Fear)

[FinancialJuice @financialjuice]

BINANCE'S US AFFILIATE STRUGGLES TO FIND A BANK TO TAKE ITS CUSTOMERS' CASH, ACCORDING TO SOURCES - WSJ https://t.co/ozXe16N7WK

[Nick Timiraos @NickTimiraos]

As the Fed’s interest-rate hikes sent bond prices plunging last year, some of the country’s largest banks used a simple accounting maneuver to help keep billions of dollars of losses from piling up

via @JonathanWeil https://t.co/InIABI7bte

[Nick Timiraos @NickTimiraos]

Barr tells the Senate Banking Committee that Silicon Valley Bank told regulators it expected to lose $100 billion in deposits on Friday, following $42 billion on Thursday.

The bank was closed before business hours on Friday morning.

[Nick Timiraos @NickTimiraos]

Why didn't regulators blow the whistle on SVB's problems?

“The supervisory process has not evolved for rapid decision making. It is focused on consistency over speed. In a fast-moving situation, the system is not as well-designed to force change quickly.” https://t.co/eOlHFdKJkC

[Nick Timiraos @NickTimiraos]

The Fed raised rates 25 bps

The decision was unanimous

The terminal rate projection is unchanged at 5.1%

FOMC statement modifies guidance: “The committee anticipates that some additional policy firming may be appropriate.”

[Nick Timiraos @NickTimiraos]

One of the big questions for the Federal Reserve this week: just how much will the banking crisis tighten financial conditions, which has been a principle objective of the effort to raise interest rates to combat high inflation
https://t.co/4HYB8V9XN8

[Nick Timiraos @NickTimiraos]

Most of the net increase in emergency lending from the Fed last week was out west. A further breakdown.

Of the net $297 billion increase in reserve bank assets, $233 billion comes from the SF district, and $55 billion is from the NY district

1/ https://t.co/a8HsPMK4Lm

[Michael J. Kramer @MichaelMOTTCM]

look out below on #bitcoin

[Nick Timiraos @NickTimiraos]

Due to revised seasonal factors, a model of underlying trend inflation produced by the New York Fed (the “multivariate core”) ticked up to 4.9% in January after initially reported to have been around 3.7% at the end of 2022 (December was revised to 4.8%) https://t.co/HGaWEqYFdC

[Nick Timiraos @NickTimiraos]

According to interest-rate futures tracked by CME Group, market-implied probabilities of a 50 bps increase at the March FOMC meeting before and after Powell's 10 am testimony:

9:58 am: 32% probability
10:09 am: 50% probability https://t.co/uGVS4otLYd