@FarmerDaphile@DanielRegha That guy speaks with no respect for his own thoughts, like a kid. It would be tolerable and even applauded if he were still a kid, but he's an adult. He's not one to be followed.
π¨SoSoValue Flash: The "Siege" Under Indefinite Ceasefire, Markets Pivot to Earnings
π₯ Core Catalyst: Unilateral Indefinite ExtensionDespite the collapse of Round 2 talks, Trump has unilaterally declared an "indefinite extension" of the ceasefire until Iran settles its internal divisions and returns to the table. While the naval blockade persists, this move effectively eliminates the tail risk of an immediate all-out war.
π Key Logic Shifts:
1οΈβ£ "No War, No Passage": Trump is holding the geopolitical line with the ceasefire while simultaneously "bleeding" Iran via the Hormuz blockade and Indo-Pacific tanker intercepts. This "cold-storage" approach moves the war narrative to the background, leading to market desensitization.
2οΈβ£ Fed Independence meets Political Friction: Nominee Kevin Warsh signaled a defense of monetary-policy independence, but Senator Tillisβs pledge to block nominees until the Powell probe is resolved introduces a new layer of domestic political risk for the Fed.
3οΈβ£ The Dual-Track Market: Oil remains sticky at $90-100, keeping inflation concerns alive. However, the NASDAQ remains anchored by AI progress. The market is betting on blockbuster tech earnings to offset the "Higher for Longer" policy environment.
π Trade Setup (SoDEX Assets to Watch):
Watchlist: $USTECH-100 | $CL (Crude Oil) | $XAUT | $BTC
The Earnings Anchor: MAG7 and AI Hardware. With geopolitical escalation off the table, the next two weeks are a pure test of fundamental earnings strength.
Tactical Move: Geopolitical noise has been de-risked. Focus on guidance from NVDA, AMZN, and others. AI hardware (MU, AMD, etc.) remains the preferred vehicle for growth as the market normalizes.
#Geopolitics #Trump #SoSoValue #EarningsSeason #AI #Fed #Macro #Trading
@Parousia444@cache_007@NomoYeba Okay. At least the politicians would be gone too. Whatever generation left untouched would learn how to treat each other better afterwards.
@cache_007@NomoYeba What ever you people claim the US is after in this country, they should come and get it. I'd be more than glad it happens. This country is in no different mess in the hands of these wicked politicians.