The Global-Macro Strategy Report

CEO- CTA
Publisher GMSR (1998)
COMEX Floor Trader '80s
Lehman '80s
PM: Louis Moore Bacon '90s
CNBC Regular 1990-2015
Podcast: Money, Markets & New Age Investing

[The Global-Macro Strategy Report @WeldonLIVE]

@nickshirleyy Pure testament to the FACT that "domestic" animals, dogs, horses, cats ... FEEL ENERGY ... and REACT to "tone", frequencies ... babies too !!!!

[The Global-Macro Strategy Report @WeldonLIVE]

OL ... I don't "get it" ... who cares !!!! ... we should ALL be proud, of who we are ... I am PROUD to be straight, so sure, have PRIDE, for ALL !!!!! To suggest "Pride" doiesn't apply to Heterosexuals, the MAJORITY of us out here, that "Pride" applies to only certain "people", points in the direction of being an Asexual Supremacist !!! 😉🤣

[The Global-Macro Strategy Report @WeldonLIVE]

ROFL ... intelligent comment, mnmmmm, does he have a brain ?? let's check ... BUZZZZ, nope, and a wholly impertinent thing to say, stoop to name calling right away, expose your hand before the flop ... ROFL ... BUZZZZ, NOPE, but hey, thank you for playing, Don Pardo has some nice parting gifts waiting for you backstage !!!

[The Global-Macro Strategy Report @WeldonLIVE]

I never mentioned the economy, or the amount of fruit, vegetables, nuts that the State exports to the rest of the US either !!! 😉 in fact, I totally KNOW that, "get" that ... but so too was Venezuela and Argentina, production juggernauts that couldn't balance a budget to save their lives.

Peel them off and they'll be fine ???
Yeah, disagree 100%, but appreciate what you're saying

https://t.co/fhdWyidPyY

[The Global-Macro Strategy Report @WeldonLIVE]

@InterstellarUAP LOL ... amazing that it took so long for people to REALIZE THIS ... been saying it for YEARS, literally !!!!

[The Global-Macro Strategy Report @WeldonLIVE]

FACTS, DATA, simple mathematics ... NOT "in debate" !!!
In YTD 2026, next to re-accelerating price inflation, the most influential/least discussed macro-economic influence is the disinflation-TURNED-DEFLATION in the Labor market.

FULL GMSR 44-page data dissection FREE, email me

[The Global-Macro Strategy Report @WeldonLIVE]

NO DOUBT ...
... we LOVE this guy, mostly for his work ethic, his lead-by-example mantra, his razor sharp focus, his will to WIN and ability to carry the team ... and of course, his incredible "craftiness" which leads back to this post, and his high-IQ, EQ, SQ and multidimensional intelligence that extends beyond basketball ... as an integral part of who he is, and everything he does, including managing his career !!!

Winner, winner, chicken dinner !!!

LFG KNICKERBOCKERS ...

... was there in 1971 and '73 ... former season ticket holder ... played poker with Starks, marveled at Bernard, loved Houston, did a financial conference with Patrick and his wife in attendance (he came over and talked to me after my keynote) .... loved DeBusschere and Earl the Pearl ... idolized Clyde and Willis ... read Bradley's "Life on the Run" as a kid (still here on my bookshelf) ... watched Dave Cowens beat-up my man John Gianelli ...

... and ... got honored at half time of a game at MSG as one of the ten Daily News (now defunct) All New York City High School Team, award presented by Spencer Haywood, a major highlight of my own "career" ...

... played against James Bailey, Otis Thorpe, Larry Nance, Moses Malone, Ed Pickney, Roosevelt Bouie, Dale Shackleford, Mike Gminski, Jeff Ruland ...

.,.. and played HORSE with Pete Maravich (and Rich Kelley, who beat us both)

BUT THIS KNICK TEAM is the BEST "team" I've ever seen, in terms of putting ego aside, playing as a unit, role players who know and embrace their roles, ANYONE can step up, EVERYONE steps up, and they are ALL "stars" in their own right, in their own way ...

... a trophy, ring, and banner await !!!

@nyknicks
@jalenbrunson1
@ESPNNBA
@NBAonABC

[BILLIONAIRE UNIVERSITY® @TheBillionaireU]

In the summer of 2024 Jalen Brunson left $113 million on the table. 👀

He could have signed a 5 year $269M supermax in 2025.
Instead he signed a 4 year $156.5M extension one year early.
$113 million less in guaranteed money. On purpose.
Why? Because he understood the business.
That decision kept the Knicks under the NBA's second apron, the hard cap that restricts roster moves. It unlocked OG Anunoby's $212.5M extension. It made the Mikal Bridges trade possible. It built the roster playing in the NBA Finals tonight.

But here's the part nobody is talking about. He didn't just sacrifice. He was strategic. Fourth year is a player option. He can opt out and sign a 4 year $323M deal in 2028 or a 5 year $418M deal in 2029. He positioned himself to earn more than the supermax would have paid him anyway.
That is not a pay cut. That is a business move.

52 years since the last championship. $113 million left on the table. One player who understood that winning builds more wealth than any contract ever could.
Game 1 tonight. 8:30 PM ET on ABC.
Was Brunson's $113M sacrifice the greatest team move in NBA history?

[The Global-Macro Strategy Report @WeldonLIVE]

A renewed Crypto melt-down, a USD breakout vs Gold, NVIDIA and a distribution top, a breakdown in top Credit Card issuing Banks, and cracks in Swiss Franc & EUR ...

... has the US stock market become ... "The Mister Bill Market" ??

Email for a FREE copy of the FULL report !!

[The Global-Macro Strategy Report @WeldonLIVE]

@CollinRugg Billions of Dollars
Tens of Thousands of Residents
Tens of Thousands of Crew
Thousands of Stadium Seats
Thousands of Amusement Park Rides / Water Slides
Thousands of Tourists
Thousands of Feet Long
<vs>
ONE Rogue Wave !!!
🤣🤣🤣🤣🤣

[The Global-Macro Strategy Report @WeldonLIVE]

https://t.co/keMluPusrM
I have Bloomberg's full pro-platform ... but ... THIS is WHY I still read news from NON-US based services, like the BBC, with a more global scope, more input from Africa and Asia in particular ... it was interesting to note that one of Kuwait's passenger airports was HIT by Iranian drones this morning, with a building wiped out and multiple injured people sent to the hospital ... didn't catch that factoid on Bloomberg's website

(Unfortunately) Things are playing out precisely as I suggested they would ... prolonged stalemate ... stretch the "negotiations" for as long as possible, into the July 4th US "birthday party", and the Nov-elections if possible ... Xi and Putin are loving it ... Iran, outplaying our once strong leader ... the all-in civilization-destroying "bluff" no longer works. Iran scurries, like rodents, back to the "negotiation" table, to "feed" on Trump's NEED to END this ... and get another "extension" .

The end-game single point of contention, beyond MONEY ... is nukes, and will the US allow Iran to "secure" their enriched Uranium in China or Russia, which is of course, an ABSURD compromise.

They know that, we know that ...

... and so ...they drag it out ... drag it out ... for AS LONG AS POSSIBLE. For China, Russia AND Iran, that is the BEST and ONLY outcome, for as long as Trump allows it.

But to END it would lift the "Conservative's" mid-term political risk to an untenable degree ... by elevating energy (and general levels of) inflation to a WHOLE NEW LEVEL !!!

It's a triple-threat outcome probability breakdown ...
... lose
... lose
... win AND lose

In my mind, either way, once this does END, the USD will get smacked ... possibly led by an equity market revaluation and realignment with the SOFT underlying consumer final demand dynamics in the US, EU, and UK ... energy will spike lower, and then start climbing again amid supply side shortfalls relative to consumption (unless demand CRASHES, which could happen) ... and then, we turn to Food price inflation and the scientific whirlwinds currently enveloping the planet !!!

[The Global-Macro Strategy Report @WeldonLIVE]

I published a GMSR "Special Focus" last week for my clients highlighting the intensifying "tightness" emerging in the Industrial-Base Metals complex, manifest in the physical market amid heightened "short supply" anxiety !!! Indeed, concern over supply availability IS VALID.

We bought July Copper yesterday early AM before the move kicked-in, my clients were READY for what has transpired since ... but there is more to be done, and several individual stocks that are to be spotlighted. Email me my Special Focus from last week, AND today's nearly finished follow-up with a teaser ala THESE four KILLER CHARTS ... [email protected]

DON'T MISS the next big move, it may already be upon us !!!

#copper #basemetals #DBB #PCE #Alcoa #Aluminum #ISMSurvey #Inflation #zinc #tin #COPX #globalmacro #commodities

[The Global-Macro Strategy Report @WeldonLIVE]

I published a GMSR "Special Focus" last week for my clients highlighting the intensifying "tightness" emerging in the Industrial-Base Metals complex, manifest in the physical market amid heightened "short supply" anxiety !!! Indeed, concern over supply availability IS VALID. We bought July Copper yesterday early AM before the move kicked-in, my clients were READY for what has transpired since ... but there is more to be done, and several individual stocks that are to be spotlighted.

Email me my Special Focus from last week, AND today's nearly finished follow-up with a teaser ala THESE four KILLER CHARTS ... [email protected]

DON'T MISS the next big move, it may already be upon us !!!

[The Global-Macro Strategy Report @WeldonLIVE]

@PeterGrandich
One of my favorite all time "movie lines" that I use "regularly" to this day ... always !!!! ... YEAH !!!!!! 🤣
https://t.co/H9hdmtcgrF

[The Global-Macro Strategy Report @WeldonLIVE]

https://t.co/uScZn7nksZ
As a teenager in NJ, had just started driving ... I recall one spring day in particular, in the car, windows wide open, long hair flying in the wind, speeding down a deserted backroad ... with one of my favorite all-time bands, and all-time guitarists BLARING and BLASTING ...

... The Allman Brothers, and the LEGENDARY Dickey Betts, the DEFINITION of the old-school CLASSIC Southern Rock lead guitarist ... the best EVER in that genre ...

... playing this tune over and over ... Southbound ... as I dreamt of a day I would drive south and live on a golf course in Florida, near the beach ... so today I am feeling a tremendous amount of GRATITUDE for being free and living MY dream, and for taking all the chances/risks, and the HARD persistent work ethic it took, to make it happen !!!