Lukas Ekwueme-clerk

[Trading Sunset @Trading_Sunset]

The day begins...

UK bond default > Currency collapse > Hyperinflation

The mainstream ignorance on this is laughable.

[Aksel Kibar, CMT @TechCharts]

When $DXY trend is upwards, you can imagine what it means for Global #emerging #markets

$USDINR $USDTRY $USDZAR

[The Chart Report @TheChartReport]

The U.S. Dollar Index is breaking out of a bull flag this morning after refusing to fall back below the $100 level.

Read the full note in today's Morning Print. 🌤️

https://t.co/OwjvQriyTB

[TF Metals Report @TFMetals]

Take a good look at this weekly chart of copper.
On its way to a breakout to new ATHs?
Maybe.
Watch this very closely for the next 72 hours.
Positive implications for silver if it does.

[Lance Lambert @NewsLambert]

40% of the 50 largest metros have falling year-over-year home prices

25.5% of the 200 largest metros have falling year-over-year home prices

The data reason, largely, for the gap above is that the Midwest has a lot of smaller metros

[CrossBorder Capital/ GLIndexes @crossbordercap]

Latest 'Capital Wars' Substack https://t.co/vVo35eR9SV

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

20 years of quality beat 40 years of mediocrity

The proof in one chart. A business earning 6% on capital turns 100 into roughly 1,000 over 40 years. A business earning 18% turns it into roughly 2,750 in just 20 years.

Half the time. Nearly triple the result.

Charlie Munger said it in 1995: over the long term, it's hard for a stock to earn a much better return than the business underlying it earns. Hold a 6% business for 40 years and you'll make about 6%. Even if you bought it at a huge discount. Hold an 18% business and you'll end up with one hell of a result. Even if you paid an expensive-looking price.

The entry price decides the first years. The return on capital decides the decades.

Time is the friend of the wonderful business. And the enemy of the mediocre one.

[Markus K. Brunnermeier @MarkusEconomist]

Great NBER SI meetings this weeks. Lots of great papers and connecting up with many coauthors and former students. @ProfStefanNagel …

[Josiah Burke @realJosiahBurke]

BREAKING: My brother teacher @EnochBurke has been ordered to pay almost €210,000 in fines by a High Court Judge.

His crime: refusing to accept you can be suspended from your job for not calling a child “they”.

A shameful day for Ireland.

[Joyce Alene @JoyceWhiteVance]

Jawdropping reporting from @CarolLeonnig & @VaughnHillyard. Forget guardrails; there are no rules or boundaries of any kind: "no formal Secret Service policy prohibiting the use of a government helicopter for transporting a vice president’s child to a local event, but former and current Secret Service supervisors agreed the request for a chopper for this purpose has no precedent." https://t.co/hDOMSSRzXn

[Dr. Potassium @potassium_phd]

Uranium ($URA) ☢️ — spiking below the arc as expected. Might be a good buy around $36 if it gets a quick rebound above the arc like it did last March. Risky though, if it goes below $36 next support is in the low $20’s. I’d definitely snag some down there.

Still no position here. Just watching and being patient.

Other uranium exposure like $UUUU $UEC $DNN $URNJ and $URNM will probably follow URA, easiest just to track that. When URA bottoms so will the rest of them.

Not financial advice, just my opinions.

For the good of the order 🫡

[ES GEX Levels @ESGexLevels]

NQ GEX - late morning [Negative Gamma]

Call Wall 30,211 +$150M ↓31%
Gamma Flip 29,801 -179 pts
Put Wall 29,384 -$411M ↑64%

GEX 1 29,591 · GEX 2 29,342 · GEX 3 29,177
GEX 4 30,005 · GEX 5 29,508

NQ/QQQ: 41.3856
Range 29,135-30,008 · DEX Bearish · VIX 16.31
Walls: CW -414 / PW -414 over 10 sessions

#NQ #QQQ #GEX

[Hedgeye @Hedgeye]

At the top 1% of AI-spending firms, AI spend per employee is on track to exceed average software-engineer pay by the end of the year

[Lukas Ekwueme-clerk @kariburke14]

@Caryanderson27 @ekwufinance join

[Lukas Ekwueme-clerk @kariburke14]

@SarahMarieWhit7 @ekwufinance join