BB

Only that touches your heart

[BB @bmze]

nikileaks no more ? 😂

[zerohedge @zerohedge]

WARSH TO NIKILEAKS IN RESPONSE TO QUESTION WHY HE DIDN'T HIKE AS HE SHOULD HAVE: "YOUR JUDGMENT WASN'T EXPRESSED BY ANYONE TODAY"

[BB @bmze]

@PeloSwing @grok is it true?

[BB @bmze]

@Mr_Derivatives No, month end

[BB @bmze]

@KobeissiLetter @grok do they pump it or dump it tonight so far ?

[BB @bmze]

@FirstSquawk @grok it this verified ?

[BB @bmze]

@TrumpTruthOnX @grok is this true?

[Morgan Stanley @MorganStanley]

Watch Hard Lessons, as legendary investor Stan Druckenmiller sits down with Morgan Stanley’s Iliana Bouzali, sharing how he would construct a portfolio if he had to start over today, why contrarianism is overrated, and which stock he regrets selling too early.

[BB @bmze]

Agents get smart, humans get fired, SaaS evaporates, mortgages wobble, insurers sweat, and NVDA still moons. Great stress test — but it assumes AI moves like a Marvel villain and the real world moves like a DMV line - summarized by #copilot #ai #stocks

[Citrini @citrini]

I spent 100 hours over the past week researching, writing and editing the piece we just put out.

It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.

And we’ve released it for free. Hopefully you enjoy it.

https://t.co/YK8E11GcDU

[BB @bmze]

@Citrini7 great work and thanks for sharing

[BB @bmze]

@LisaSu @AMD Happy Chinese New Year

[BB @bmze]

which refers to people with minor faults mocking those with major faults for the same issue, highlighting a lack of self-awareness.

[BB @bmze]

I start to dislike Anthropic more and more especially after the Super Bowl ads, not even an original idea copied from the show black mirror s7e1 common people a year ago reminding me of a Chinese idiom “the one who ran fifty steps laughs at the one who ran a hundred steps"

#ai

[BB @bmze]

@TJ_Research https://t.co/orIRqBEr8p

[BB @bmze]

@DividendTalks waiting

[BB @bmze]

• Forward Guidance: It remains committed to the 2% inflation target and maximum employment.
• Liquidity Management: Purchase short-term Tsys as needed to maintain ample reserves.
• Dissent:
Miran wanted a larger cut (50 bps).
Goolsbee, Schmid preferred no change.
#fomc

[BB @bmze]

25 bp cut, Dovish so far

• Cut Despite Inflation: Signals dovish pivot.
• Labor Softness: Fed overreacting to mild weakness.
• Risk Shift: Prioritizing jobs over inflation.
• Easing Bias: More cuts likely, markets emboldened.
#fomc

[BB @bmze]

• Fed cuts rates by 0.25% to 3.75–4.00% 📉
• Inflation still elevated, job growth slowing
• Balance sheet runoff ends Dec 1
• Risks to employment rising
• Fed stays data-dependent, ready to adjust policy

#fomc #market

[BB @bmze]

QQQ MACD bearish divergence

#market #trend

[BB @bmze]

I asked why Gold is down so much, and copilot answered: “Fading Demand from India: With Diwali festivities winding down, physical demand in India—one of the largest gold consumers—has softened”

#gold #market #diwali

[BB @bmze]

Another SVB moment?

#zion #jef