TPOtrader

In every game and con there's always an opponent, and there's always a victim. The trick is to know when you're the latter, so you can become the former..

[TPOtrader @AramHu1]

@AlArabiya_Eng Kurdistan

[TPOtrader @AramHu1]

@CGTNOfficial @gork who is nizar amedi?

[zerohedge @zerohedge]

"We Are In A New World... A Tariffs World" - Goldman Trader Fears Inflation Over Growth As Peso Is Pummeled https://t.co/YNw0ohulGs

[Investing.com @Investingcom]

🇺🇸U.S. ECONOMIC DATA THIS WEEK:

• ISM MANUFACTURING PMI (MON.)
• JOLTS JOB OPENINGS (TUES.)
• ADP NONFARM PAYROLLS (WED.)
• ISM SERVICES PMI (WED.)
• JOBLESS CLAIMS (THURS.)
• NONFARM PAYROLLS (FRI.)
• UNEMPLOYMENT RATE (FRI.)
• AVERAGE HOURLY EARNINGS (FRI.)
• CONSUMER SENTIMENT (FRI.)

$DIA $SPY $QQQ $VIX

[Investing.com @Investingcom]

🇺🇸EARNINGS THIS WEEK:

• ALPHABET $GOOGL
• AMAZON $AMZN
�� AMD $AMD
• ARM HOLDINGS $ARM
• QUALCOMM $QCOM
• PALANTIR $PLTR
• FORTINET $FTNT
• SNAP $SNAP
• ROBLOX $RBLX
• WALT DISNEY $DIS
• PAYPAL $PYPL
• ELI LILLY $LLY
• PFIZER $PFE
• MERCK $MRK
• NOVO NORDISK $NVO
• UBER $UBER
• FORD $F
• FERRARI $RACE
• TOYOTA $TM
• PEPSICO $PEP
• CHIPOTLE $CMG
• TYSON FOODS $TSN
• CLOROX $CLX

$DIA $SPY $QQQ $VIX

[zerohedge @zerohedge]

From Goldman: "How unusual is it for US interest rates to rise in the early innings of a Fed cutting cycle? Consider the following two charts, which cover 11 cutting cycles over the past 40 years. As you can see very clearly, at this number of days following the first cut, the backup is indeed highly unusual".

Translation: if Fed hikes rates will tumble

[Restructuring__ @Restructuring__]

AVERIS MUST-READ AI DECK

Unless you work literally underground, you must understand what is going on with AI and why we are about to see...

1) Data Center CapEx should go up 100x from here
2) $10T Market Cap Value Creation
3) Hyperscaler Cloud CapEx to the moon
4) Industry landscape of AI and Capital Raised
5) AI Winners so far: Chips and Data Centers
6) Trillions of CapEx (If GPT-5 hits)
7) A truly different future
8) Different investing plays from here (not easy)
....

A long thread🧵

[Investing.com @Investingcom]

🇺🇸EARNINGS THIS WEEK:

• NVIDIA $NVDA
• PALO ALTO NETWORKS $PANW
• SNOWFLAKE $SNOW
• WALMART $WMT
• TARGET $TGT
• TJX COMPANIES $TJX
• ROSS STORES $ROST
• GAP $GAP
• LOWE’S $LOW
• WILLIAMS-SONOMA $WSM
• BJ’S WHOLESALE $BJ
• DEERE $DE
• INTUIT $INTU
• NIO $NIO
• XPENG $XPEV
• BAIDU $BIDU
• PINDUODUO $PDD

$DIA $SPY $QQQ

[Matt Stoller @matthewstoller]

Trump is already bringing down prices.

[IGSquawk @IGSquawk]

Happy Monday all!
Economic events this week (GMT):
Mon: Japan holiday and then their market hours extending 30 minutes tomorrow
Tues: Presidential election + Chinese PMI + AU RBA + Lagarde speech
Wed: Lagarde speech +
Thurs: BoE Interest rate + EU Retails + Fed interest rate
Fri: Cad unemployment + US Consumer sentiment

[TPOtrader @AramHu1]

@junkbondinvest Cirka 93% of that belongs to the top 10%

[Jesse Cohen @JesseCohenInv]

Happy Sunday!

Here Are My #Top5ThingsToKnowThisWeek:

1. U.S. CPI Data
2. U.S. PPI Data
3. Fed FOMC Meeting Minutes
4. $JPM $WFC $PEP $DAL Earnings
5. $TSLA Robotaxi Event

May The Trading Gods Be With You 🙏

$DIA $SPY $QQQ $IWM $VIX

[TPOtrader @AramHu1]

@junkbondinvest Does hope of better future count?

[Investing.com @Investingcom]

🇺🇸FED SPEAKERS THIS WEEK:

• FOMC MEMBER BOWMAN (MON. 8:50AM)
• FED CHAIR POWELL (MON. 1:55PM)
• FOMC MEMBER BOSTIC (TUES. 11:00AM)
• FOMC MEMBER COOK (TUES. 11:10AM)
• FOMC MEMBER BARKIN (TUES. 6:15PM)
• FOMC MEMBER COLLINS (TUES. 6:15PM)
• FOMC MEMBER HAMMACK (WED. 9:00AM)
• FOMC MEMBER MUSALEM (WED. 10:05AM)
• FOMC MEMBER BOWMAN (WED. 11:00AM)
• FOMC MEMBER BOSTIC (THURS. 10:40AM)
• FOMC MEMBER WILLIAMS (FRI. 9:00AM)

$DIA $SPY $QQQ $VIX

[zerohedge @zerohedge]

Hartnett: This Is The Obvious "Pain Trade" Of The Second Half Of 2024 https://t.co/7tEdciUfEF

[zerohedge @zerohedge]

A LOT of prime brokers in this one: who is the Archegos this time?

[High Yield Harry @HighyieldHarry]

Imagine if your middle office guy posted this

[Jesse Cohen @JesseCohenInv]

Happy Sunday!

*Here Are My #Top5ThingsToKnowThisWeek:

1. U.S. Jobs Report
2. U.S. PMI Surveys
3. Fed FOMC Meeting Minutes
4. Tesla $TSLA Q2 Deliveries
5. Independence Day Holiday

*May The Trading Gods Be With You 🙏

$DIA $SPY $QQQ $IWM $VIX

[zerohedge @zerohedge]

You've gotta be kidding

[Holger Zschaepitz @Schuldensuehner]

Good Morning from #Germany, where the largest company SAP is worth only $235bn, less than the increase in stock market value that Nvidia has made in a week.