Keith Laterrade

Father of 2 girls, devoted husband, fisherman, all around investor of leisure, CFP® LSU / Manchester University grad

[Barchart @Barchart]

Stock Market hits most expensive valuation in history, surpassing the Dot Com Bubble and the run-up to the Great Depression 🤯👀

[Barchart @Barchart]

Semiconductor Stocks are now outperforming the rest of the Stock Market by the largest margin in history, double what it was at the Peak of the Dot Com Bubble 🚨🚨🚨

[Barchart @Barchart]

JUST IN 🚨: Stock Market Shiller PE Ratio on the verge of taking out its Dot Com Bubble all-time high 🚨🤯👀

[Barchart @Barchart]

Warren Buffett Indicator hits an all-time high of 236%, the most expensive stock market valuation in history 🚨🚨

[zerohedge @zerohedge]

"In the period Monday open to Wednesday close the SPX has gained 45.32pts, a move entirely attributable to the Magnificent 7, which contributed +47.34pts — meaning the remaining ~495 constituents subtracted a net 2pts in aggregate." - UBS

[zerohedge @zerohedge]

Nasdaq Spot/Vol Correlation Now Positive In Longest Streak On Record: What Happens Next? https://t.co/AR2MiZMgZ8

[zerohedge @zerohedge]

S&P futs new record high, and yes: with 350 S&P names down, we may see the narrowest breadth record high today in history

[The Market Ear @themarketear]

On Friday, MU traded >900k calls … easily the most in company history and 9x normal volume, on, pretty much “no news” - closing out a +38% weekly gain and now up ~130% since late-March – adding nearly ~$500bn of market cap along the way. Micron is now a ~$840 bn market cap company – surpassing JPM (Peter Callahan)
https://t.co/we97mrHjUM

[Jeffrey Gundlach @TruthGundlach]

The large private credit fund that marked its NAV down from 100 to 81 in January just marked it down again, now to 77.

Are all loans down 23% YTD, or are half the loans down 46%, or are one quarter of the loans down 92%?

Which is worse?

[zerohedge @zerohedge]

Entire market is now one giant gamma squeeze: S&P traded $2.6 trillion notional of calls yesterday, all time high

[The Hormuz Letter @HormuzLetter]

BREAKING: Several whistleblowers say that Axios coordinated news with market insiders, leaking CME order information via phone calls up to 30 minutes before market open and close prints. Crude oil short positions were also taken just before today's Axios report on a "US-Iran deal" and "14-point deal," gaining substantially as oil dropped sharply on the news.

Iranian political analyst Mohammad Marandi also says Trump, Witkoff, Kushner, and their close associates profited heavily in the past hours from fake news provided to Axios.

[Daily Chartbook @dailychartbook]

"Funds are selling while retail is buying. The 2nd-largest hedge fund selling in tech in a decade meets the 3rd-largest retail fund flow into $QQQ."

@jasongoepfert

[Michael Turner @Michael71T]

Hundreds of dolphins washed ashore in Somalia, after Chinese fishing vessels used powerful SONAR to chase Tunas.

Chinese fishing vessels loitering illegally inside Somalia's waters, are causing huge environmental damage!

[Matt Van Swol @mattvanswol]

Watching Democrats refuse to stand for Iryna Zarutska’s parents, who were seated 15 feet away from me…

May have been the single most radicalizing moment of my life.

I could not believe it.

I still can’t.

I cannot wrap my head around it.

[The Spectator Index @spectatorindex]

BREAKING: 🇳🇱 Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks, crypto and bonds.

[Charlie Bilello @charliebilello]

The US Bond Market has now been in a drawdown for 64 months, by far the longest in history.

https://t.co/rQuXrxVXM0

[Peter Mallouk @PeterMallouk]

Nvidia is now bigger than every international stock market in the world except Japan.
Together, the 7 largest U.S. companies (all Tech) are worth more than China, the U.K., Canada, Taiwan, France, Germany, and India ... combined.

[Peter Mallouk @PeterMallouk]

NVIDIA’s market cap is now $1 trillion higher than the entire German stock market and the entire Italian stock market…
Combined.

[zerohedge @zerohedge]

not bad response

[zerohedge @zerohedge]

Musk buys $1BN of TSLA stock, market cap rises by $100BN