LUMILOZ

Not Investment Advice | Cross-Asset Strategist

[LUMILOZ @lumiloz]

The narrative just flipped.
Fed turned more hawkish.

Nearly half of FOMC members now expect at least one rate hike before year-end as inflation climbs back to 4.2%, more than double their target.

[LUMILOZ @lumiloz]

Hedge when you can,
not when you have to.

$VIX $UVXY $VXX

[LUMILOZ @lumiloz]

Largest IPO in history $SPCX
World's first trillionaire.

[LUMILOZ @lumiloz]

The American Dream
keeps getting more expensive.

The median U.S. home-sale price just hit a record $400,894 for the first time ever, rising 1.5% from a year ago.

Owning a home isn’t just about high mortgage rates anymore, it’s about affordability slipping further out of reach.

[LUMILOZ @lumiloz]

You know the drill. Buy $GLD both hands.

[Polymarket @Polymarket]

NEW: Jim Cramer declares Bitcoin and gold “bad money,” being liquidated for the SpaceX IPO.

[LUMILOZ @lumiloz]

🚨 US inflation is heating up again.

May CPI rose to 4.2%, its highest level since April 2023, Core CPI climbed to 2.9%, the highest since Sep 2025.

Inflation running more than 2x above the Fed’s target, raising the odds that rate cuts get delayed or even replaced by hikes.

[LUMILOZ @lumiloz]

@RudyHavenstein Israel is his favorite son.

[LUMILOZ @lumiloz]

@tedcruz Teddy will never get over Tuckers humiliation of him 🤣

[LUMILOZ @lumiloz]

@tedcruz What hate? Israel won Kentucky.

[LUMILOZ @lumiloz]

Bill Ackmans Pershing Square
Buys $MSFT

[LUMILOZ @lumiloz]

Bill & Melinda Gates Foundation Trust
Full exit of their $MSFT position.

[LUMILOZ @lumiloz]

@algoflows @JimJame74888138 All the big ones have closed.

[LUMILOZ @lumiloz]

@RampCapitalLLC @dividendology Europe would be like investing in the middle east.

[LUMILOZ @lumiloz]

@michaellistman @ChrisMartzWX Tax on the second guy wont ever go to help on the first.
It will go right into the politicians mansion.

[LUMILOZ @lumiloz]

AUTO LOAN & CREDIT CARD
Delinquencies in the US
hit all-time highs..

[LUMILOZ @lumiloz]

@CAgovernor You would make @nickshirleyy a billionaire.

[LUMILOZ @lumiloz]

Only genius is this tweet.

[LUMILOZ @lumiloz]

@HayekAndKeynes I would’ve fold at 250k