leah Files Lad

20 years Intel/DoD | Corporate Intel CEO

[leah Files Lad @leahannFs]

@intersectlife_ Nice

[leah Files Lad @leahannFs]

@letgonow999 Yes we all are

[leah Files Lad @leahannFs]

Warren Buffett said he could end the Federal deficit in five minutes.

His idea? Ban all sitting members of Congress from reelection whenever the deficit tops 3% of GDP.

The federal deficit currently sits at 5.8% of GDP.

[leah Files Lad @leahannFs]

With CLARITY stalled, I expect the SEC, CFTC, and Treasury to advance rules under existing law, banks to expand Bitcoin custody and loans against it, and more capital to favor Bitcoin and digital credit. GENIUS supports stablecoin adoption. Progress need not wait for Congress.

[leah Files Lad @leahannFs]

@kinthyl Don’t go all in

[leah Files Lad @leahannFs]

@ririzalkus @Arkcryptorx Why not

[leah Files Lad @leahannFs]

"The breadth of companies beating expectations hit record peaks in Q2 in the US and Japan...and we haven't beaten low expectations. In Q2, we saw the strongest non-pandemic YoY global earnings expansion on record:" Deutsche Bank research

[leah Files Lad @leahannFs]

US diesel prices have risen 23% in the last two months, to a new record high of $5.85.

[leah Files Lad @leahannFs]

The US workforce participation rate has fallen to the lowest level in five years, sparking a debate about whether this is a sign of structural weakness or evidence of demographic shifts. Without this falling participation rate, the jobless rate wouldn't be so low.

[leah Files Lad @leahannFs]

While German 10-year yields have climbed to the highest since 2011, French 10-year borrowing costs are now at the highest since 2008, causing the spread between the two yields to widen to the most in almost two years. Traders are increasingly intolerant of high fiscal deficits.

[leah Files Lad @leahannFs]

“‘Liz Truss’ bond market sell-offs are becoming more common across the G10 as debt levels rise and institutional integrity declines. The distinction between the G10 and EM is becoming blurred:

[leah Files Lad @leahannFs]

Going forward my daily pre-market summary will only be available to Subscribers. Thanks for your continued interest and support

[leah Files Lad @leahannFs]

US stocks rose (SPX +0.5%, NDX +0.6%) as oil eased (brent crude -2.6% to $105) ahead of today’s August CPI, seen as the key signal for a possible Fed hike next week (odds now 70%). Core CPI is expected +0.2% vs headline +0.4% on higher gasoline prices.

[leah Files Lad @leahannFs]

Strong 2026 S&P earnings growth of +32% y/y is fueling the current bull market but an inverted equity risk premium and a more restrictive Fed could lead to short-term equity weakness.

[leah Files Lad @leahannFs]

The Iranian Rial is now down 21% since July 14, which was the reimposition of the US blockade. Iran is now in a full-blown, all-out currency crisis.

[leah Files Lad @leahannFs]

Michael Burry just said he is covering some of his shorts and reducing the size of his bearish bets on $NVDA and $CRWV.

That comes as CoreWeave signs A100 contracts through 2029 which directly challenges idea that older GPUs lose their value as quickly as the bear case assumed

[leah Files Lad @leahannFs]

@slayyytanic Nice

[leah Files Lad @leahannFs]

APPLE SHARES ARE NOW SELLING OFF
AS INVESTORS REALIZE APPLE JUST LAUNCHED THE SAME PHONE FOR THE FIFTH YEAR IN A ROW

$AAPL #AppleEvent

[leah Files Lad @leahannFs]

Wow lord God help them

[Mario Nawfal @MarioNawfal]

🚨🇯🇵 HOLY SH*T: Nagoya, Japan right now...

104.5 mm of rain was unleashed in ONE HOUR, the highest total since records began being kept in 1890.

Subways have been shut down, commuters have been stranded, and streets are absolutely flooded.

Nagoya authorities have issued the highest Level 5 emergency safety warnings and Level 4 evacuation orders for parts of the city...

Writer: Michael