aq_onX

[Heisenberg @Mr_Derivatives]

Something to ponder:

We are now closer to 6.00% than we are to 4.50%.

We were at 4.50% just two months…

[aq_onX @aq_onX]

@JustinSandefur The impact of Apartheid excluding Black people from the economy for decades

[The Long View @HayekAndKeynes]

Getting back to normal in Hormuz

Oil exports through Hormuz reached a seven-day average of 13.2 million bpd on Wednesday, compared with around 17 million bpd before the Iran war disrupted traffic, according Kpler data.

Saudi Arabia is exporting 6 million barrels per day of crude oil in September, which is the same as the 2025 monthly average.

[Puru Saxena @saxena_puru]

The 4-month trading range appears to be ending and seasonality turns positive now.

Expecting a major rally in the leading AI stocks which declined 50-60% in June-July.

Time for liftoff?

[Heisenberg @Mr_Derivatives]

Risk free return = 5.13%

S&P500 historic annual return = 7-7.5% ex divi’s

The ERP gap hasn’t been this tight in a long time.

At some point….

[Banana3 @Banana3Stocks]

$SPY $QQQ

785 SPY by 2nd week of October

Led by $MAGS

After September 26 bullish seasonality in MIDTERM seasonals starts

I’m concerned about the back half of October for a rug pull

Bookmark it! 💜🍌🍌🍌

[Rihard Jarc @RihardJarc]

$AMZN essentially trading at AWS + Anthropic stake value, with zero value assigned to all its other parts not to mention the pricing leverage AWS is about to get with the demand for VMs and AWS having the biggest fleet of them.

[Godzilla Trader 🦖 @David_Tracey]

What’s next for bears? Let me guess a crash in October…

[Marko Papic @Geo_papic]

I don't always repost, but when I do... it's THE TRUTH.

[Godzilla Trader 🦖 @David_Tracey]

After all the hysteria and drama from the usual suspects the S&P closes mostly flat on the week.

Same old story.

[Banana3 @Banana3Stocks]

$NVDA

Everyone has been hypnotized and trained to believe this stock won’t move… JUST BEFORE THE BIG MOVE 👀

Happens every time 🤷‍♂️

They think it is always gonna crash when they have the lowest valuation to net dollars made IN THE HISTORY OF THE STOCK MARKET 😳

The measured move here takes this potential Cup & Handle Pattern to 🎯 $260 - $270 🤯

[Godzilla Trader 🦖 @David_Tracey]

The next Fed decision will be a cut.

[Godzilla Trader 🦖 @David_Tracey]

The servant becomes the master 😂

[aq_onX @aq_onX]

@FinanceGhost North Korea

[Heisenberg @Mr_Derivatives]

Same playbook as the last 3 FOMC’s.

Red day, followed by a strong bounce next day. Check pinned tweet.

Wow.

[Godzilla Trader 🦖 @David_Tracey]

Whst a ripper 7508 to 7617 😂

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Federal Reserve officially hikes interest rates by 25 basis points, marking its first rate hike since July 2023.

This ends the longest Fed interest rate pause since 2008.

[Godzilla Trader 🦖 @David_Tracey]

Bond market has a rate hike at 90% for tomorrow.

Markets like certainty. This is as certain as you’re going to get ahead of a FED meeting.

Market will be fine with a one and done hike.

[Godzilla Trader 🦖 @David_Tracey]

A distant relative of mine was the 1st person in the World to be killed by a car in the 1860’s.

At the time it made Global headlines - there were calls for the car to be banned and it was said that the car would never replace the Horse.

It rhymes with the current narrative around AI.

You can’t stop progress.

https://t.co/vRK6cpbiVC

[James E. Thorne @DrJStrategy]

Did Trump make a mistake?

Wall St thesis on Warsh.

The data and theory says no rate hike.

Wall St is betting Warsh does not have the courage of his convictions and will bow to the Bloomberg Bros.

Yes, hike into a supply shock.

I say no hike.

But after his poor Jackson Hole speech, if Warsh gives in, Trump and Bessent have made a massive mistake.