BoredBank

i Buy & Sell JPGs #BTC

[All The Right Movies @ATRightMovies]

4 NORA EPHRON films, 1 choice. Which is your favourite of hers?

[BoredBank @boredbnk]

@gregberryai @beehiiv Indeed, youtube is also down. I dont now if they are connected somehow

[Daily Chartbook @dailychartbook]

"Whereas investors were bidding up everything in this segment earlier this year, they are now being more discerning, resulting in considerable dispersion of valuations among these stocks as well as a decline in price-earnings multiples."

-Pictet

[Daily Chartbook @dailychartbook]

"The share of global manufacturing PMIs above 50 is growing and now stands at c 60%."

@TS_Lombard

[Brew Markets @brewmarkets]

Q4 earnings season officially kicks off today.

[Blake Dodge @dodgeblake]

Data centers are not really causing water problems.

You shouldn't put one just anywhere. But even if they triple by 2030, they’d require just 8% of the water consumed by US golf courses, as I reported for @PirateWires based on @AndyMasley's work.

Stop the AI water doomerism.

[Daily Chartbook @dailychartbook]

"Widespread interest rate cuts, as shown in the chart below, should deliver a global cyclical upswing that equity markets start to price in ahead of time."

@Lvieweconomics via @johnauthers

[Héctor Chamizo @hectorchamizo]

🤖 Goldman lo tiene claro: el boom de la IA aún está lejos de ser una burbuja.

Según el banco, la inversión en IA generativa ronda solo el 1 % del PIB, muy por debajo de los grandes impulsos tecnológicos del pasado (como los ferrocarriles, el motor eléctrico o Internet), que alcanzaron entre el 2 % y el 5 %.

En otras palabras: esto no es el final del ciclo de la IA… podría ser solo el comienzo, en su opinión.

[Daily Chartbook @dailychartbook]

"Daily data for consumer spending shows growth is slowing in discretionaries and on goods that are impacted by tariffs."

- Apollo Sløk

[Daily Chartbook @dailychartbook]

"If not for collapsing labor force participation since April, unemployment would've climbed to 4.9% [yesterday] instead of 4.25%."

@Econ_Parker

[Lev Akabas @LevAkabas]

Very interesting strategy used by OKC last season

[Mike Alfred @mikealfred]

@TheShortBear @NDR_Research Yup it’s a bloodbath and I LOVE it.

In NVO, REGN, BMY, OSCR, PRTA, and RCKT at the moment but may need to pick up some UNH on Monday as well for good measure.

[Grant Hawkridge @granthawkridge]

All 8 of my canaries just flew above trend.

Semis, Small Caps, Banks, Biotech — everything's back in gear.

This isn’t rotation. It’s participation.

The internal engine is running hot.

👉 https://t.co/qhiBwf6KHl

[Daily Chartbook @dailychartbook]

"This week Bank of America’s Savita Subramanian has raised her end-year forecast from 5,600 to 6,300, while Goldman Sachs’ David Kostin moved his to 6,600, from 6,100."

@johnauthers

[Daily Chartbook @dailychartbook]

"Our view is that tariff inflation has been delayed rather than cancelled. Because US companies built up big inventories in anticipation of the tariffs, they have been able to take their time in passing on these charges"

@darioperkins

[Duality Research @DualityResearch]

One of the most compelling bullish signals still going strong is how stocks are doing relative to the S&P 500 — and that trend has been solid ever since the market stopped going down in early April.

Especially the relative strength out of areas like Technology and Industrials really stand out.

[The Kobeissi Letter @KobeissiLetter]

Is China dodging US tariffs?

China's exports to the US fell -43% YoY in May, representing a $15 billion decline in trade value.

However, the country’s total exports jumped +4.8% during the same period, per official Chinese data.

This comes as shipments to the Association of Southeast Asian Nations trade bloc and the EU surged +15% and +12%, respectively.

Furthermore, $3.4 billion of China’s exports were rerouted via Vietnam in May, a +30% YoY increase.

Trade routed through Indonesia also saw a notable jump of +25% YoY.

Meanwhile, the US reached a trade deal with Vietnam last week that places a 40% tariff on goods rerouted through the country, aimed largely at curbing Chinese re-exports to the US.

The Vietnam deal appears to be a "proxy trade war" with China.

[BoredBank @boredbnk]

@thuynguyen2676 @hashjenni Lol she’s a liberal for sure

[BoredBank @boredbnk]

@latinus_us Arriba Trump, Arriba los Republicanos!! El unico contrapeso… Entren a México 🙏🙏