ORCL added +55bps to SPX today, AVGO +30bps
yet SPX only closed up 30bps
looking strictly at our HIRO flows and SPX IVs I would have guessed the S&P was down solidly today.
https://t.co/qtKdPxKWjz
This is the story of Erdal Arıkan, the father of 5G. Erdal went to Caltech and MIT; he is a rare level genius, but because of visa issues, he had to go back to Turkey. He solved a problem in information theory that radically transformed how data can be transferred. But because of visa issues, the US wasn't the benefactor of this genius. The CCP recognized Erdal's talent and used it to leapfrog the United States in innovation in this area. This gave the CCP a head start on 5G technology globally. We are competing globally for the most talented people on this planet. We can attract the best and brightest on the planet while also pushing back against anyone that would abuse the H1B visa system for entry-level work. There is a sweet spot we can achieve to make the US a global superpower, lift living standards for everyone in the US, and export those innovations to allied countries while also preventing our enemies from overtaking us. @elonmusk , @garrytan , @micsolana , @sriramk , @DavidSacks , @cyb3rgam3r420 , @JTLonsdale , @VivekGRamaswamy
Dimon when asked if he would run for President:
"Obviously, it's crossed my mind because people mention things to you and stuff like that. I love my country and maybe one day I'll serve my country in one capacity or another, but I love what I do"
$JPM
So the Morgan Stanley and Jp Morgan analyst on $SBNY didnt want to talk to me.. I guess they had it all figured out. Oh well keep on disrespecting me and I will keep on doing what I do
US mortgage brokers were quoting buyers 30-year rates above 7% this week in some areas, according to loan officers. The last time the average 30-year rate crossed 7% was in 2002: Freddie Mac. https://t.co/EHNVUJge6a
The ECB's goal of containing yields in Italy (among other nations) is getting more complicated as political risk surges to the fore. In Italy, the new government isn't very friendly to the EU project. Italian yields are creeping up again vs German ones. https://t.co/eJ1e1RW24H