James Taylor

[Brandon Beylo @marketplunger1]

Wheat and corn are moving and have some of the best long-term charts in the commodity space.

Look at $WEAT.

Hence why I've been adding to my wheat and corn futures over the past two weeks.

[Cristiano Ronaldo @Cristiano]

Training hard and enjoying the moments. 💪🏽

[Northstar @NorthstarCharts]

SILVER - sometimes, one line is enough 👇

[Charlie Bilello @charliebilello]

Tomorrow's News Today...

BREAKING: NO CHANGE. THE FED HOLDS INTEREST RATES STEADY AT 3.50-3.75%, CITING CONTINUED UNCERTAINTY OVER THE WAR IN IRAN AND ITS IMPACT ON ECONOMIC GROWTH AND INFLATION.

[Dustin Gouker @DustinGouker]

I don’t think it’s an exaggeration to call this the greatest piece of prediction market content created to date.

[CN Wire @Sino_Market]

🇨🇳China Tightens Bonus Deferrals at Brokerages Amid Pay Rebound
China’s securities regulator has instructed domestic brokerages to defer a larger share of staff bonuses to curb outsized payouts as market recovery boosts compensation, people familiar with the matter said. The China Securities Regulatory Commission has raised the deferral ratio for middle and senior management and top investment bankers to 40% from 20%, they said. Some firms, including Citic Securities, have already complied. The move comes as top-performer bonuses at some brokers have risen as much as 50% year-on-year after prior declines. The CSRC said it is strengthening long-cycle performance assessment and deferred pay for key personnel. (https://t.co/7Znigo4Afx)

[Kitco NEWS @KitcoNewsNOW]

Turkish central bank boosts gold reserves by 36.4 tonnes in two weeks as it closes swap positions

Türkiye’s central bank is rebuilding its gold reserves as it unwinds some of the dollar-for-gold swap positions it employed during peak market stress, with physical holdings rising to around 730 tonnes as of April 17, according to the latest data.

The bank increased its gold reserves by 30.7 tonnes over the past week, the latest government data showed, bringing total gains to 36.4 tonnes in the past two weeks and reversing the steep drawdown from its earlier liquidity operations...

Full story at Kitco:
https://t.co/WAYaHd7YXO

[Julian Jessop @julianHjessop]

Chart of the Day 🤓

The headlines usually focus on oil prices, but the cost of natural gas is also important (more so for domestic energy bills), and it hasn't taken off... 👇

A crumb of comfort.

[Justin Banks @RealJGBanks]

The wolves continue to produce the most profitable traders

Not only profitable but

Debt Free, Mortgage Credit cards paid off and a new freedom

I will continue to take everyone with me 🤝

[ISABELNET @ISABELNET_SA]

🇺🇸 EPS

The Middle East conflict has done little to shake Wall Street's optimism. S&P 500 earnings are projected to rise 19% in 2026 and 16% in 2027, while small caps could deliver a 44% jump this year and another 32% rise next
👉 https://t.co/blMxcoFA78

@GoldmanSachs #earnings

[In Gold We Trust @IGWTreport]

⚡ Commodities just jolted awake vs. equities. The oil shock in March sent the commodities complex sharply higher, while forced liquidations crushed stocks. 💥

📈 The result? A decisive spike in the Commodities/S&P 500 ratio. Is this the long-awaited breakout… or another head fake like 2021–22? 🔮

#EverythingBubble #BullMarket #HardAssets

[Bull Theory @BullTheoryio]

The man who predicted the 2008 crash is getting destroyed by Nvidia right now.

Michael Burry bought $187 million in Nvidia put options at a $110 strike price in Q3 2025 when the stock was around $130. Nvidia is now at $208, 90% above his strike price.

Those puts are effectively worthless unless Nvidia drops 47% before December 2027.

Nvidia has added $2.15 trillion in market cap since he placed this bet. He called it "the most concentrated way to express a bearish view on the AI trade" and compared Nvidia to Cisco before the dot-com collapse.

Cisco collapsed 90%. Nvidia just crossed $5 trillion and became the most valuable company on earth.

Burry shut down his hedge fund in November 2025.

He now runs a $39 per month Substack newsletter publishing his AI bubble thesis while Nvidia prints new all time highs every week.

[jeroen blokland @jsblokland]

Nederland zou er trotser op moeten zijn dat het binnen de landsgrenzen zo'n fantastisch bedrijf heeft dat voor zoveel groei en werkgelegenheid zorgt. Toch moest ASML om de zoveel tijd dreigen met een vertrek vanwege de doorgeslagen bureaucratie en bizarre regelgeving, om de zo gewenste uitbreiding voor elkaar te krijgen.

In al die jaren dat de Nederlandse overheid ASML onnodig tegenwerkte, had het de middelen (onze staatsschuld van 44% van het BBP slaat nergens op in een eurozone waar de zwakste schakel, Frankrijk met 110% en Italië met 140%, de dienst uitmaakt) om een nieuwe AI-kampioen te bouwen.

Maar Nederlandse politici hebben al jaren geen binding met hun eigen land, voerden zonder blikken of blozen desastreuze klimaatregels door, verkwanselden de energiezekerheid en hebben een monster van een immigratiemachine gebouwd, waarvan het draagvlak naar een absoluut dieptepunt is gezakt (die strijd tussen COA, gemeenten en burgers (stemmers) is gewoon bizar).

Ze hadden ASML2 kunnen bouwen, maar helaas. Gelukkig is ASML1 er nog wel.

[Stock Market Scientist™ @MarketScientist]

Nifty Oil & Gas

Making Lower Lows & Lower Highs

Below 200ema & retesting the breakdown from the last 2-3 sessions

Short , Medium & Long Term Trend is down as per chart

Leader of space is also weak

Be very very selective in this space

Don’t just chase news based stocks

[Simon Ree @simon_ree]

Stocks are trading like the Iran war never happened

Bonds are trading like the Fed has lost its cutting cycle this year

Oil is trading like Hormuz ain't opening anytime soon

Dollar is trading like a safe haven

Gold is trading like leveraged positioning is being unwound, not added to

Consumer is saying stagflation, regardless where $SPX prints

All of these things are true at the same time, not exactly a stable equilibrium

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

With the war gloom lifting fast, equities are falling back into a familiar pattern: panic on the news, recovery soon after. History may not repeat, but it rhymes. Investor behavior barely budges
👉https://t.co/yIk7SZYp6p

@DeutscheBank $spx #spx #sp500 #stocks #equity

[Don Durrett - goldstockdata.com @DonDurrett]

Remarkable. $71.85. Two more days this week. Will $70 hold? Stay tuned.

It seems like the banksters have lost control of both gold and silver. If we close above $68 on Friday, I'll move my floor up to $50. That will be a huge event for silver miners, making them much more attractive. 🧐

[INVESTMENT HULK @INVESTMENTSHULK]

WEST COAST TECH IS JUST MIDDLE SCHOOL BULLSHIT.

[Fujangankan @fujangankan]

🇺🇸 株価評価

S&P 500が予想PER22倍、ナスダック100が27倍という水準にある中、投資家が2026年の堅調な利益成長の継続に賭けているため、株価評価は依然として高水準を維持しています

[Mohamed A. El-Erian @elerianm]

Up another 1% early this morning, gold registered yet another price record as it neared $4,500 per ounce (chart).
Silver and copper are also higher in a broadening market rally.
With some notable exceptions (which include gold, some AI names and a few other names/assets), this year-end push has more to do with liquidity, window-dressing, and risk-taking than fundamentals.
#economy #markets #gold #silver #copper