Vincent

Opinions are my own

[Vincent @macrovmarkets]

@Republicans What about North Korea?

[Vincent @macrovmarkets]

@DeItaone With blockade and sanctions ?

[Vincent @macrovmarkets]

That's how it works in United States

[Financial Times @FT]

Trump and sons to be ‘forever’ exempt from tax audits https://t.co/Lak2QLu4EL

[Vincent @macrovmarkets]

@stats_feed Who needs oil anyway ?

[Iran News 24 @IRanMediaco]

BREAKING: The Iranian National Security Council:

"Within a few hours, if the firing does not stop in southern Lebanon, the air and missile unit will bomb Tel Aviv.."

[Vincent @macrovmarkets]

#TSMC

[unusual_whales @unusual_whales]

Taiwan, whose electrical grid relies on LNG for 40% of power generation, has an LNG emergency stockpile that will last around 11 days. Taiwan may be forced to ration power or reduce electricity to its industrial sector, per POLITICO

[*Walter Bloomberg @DeItaone]

MYSTERY OIL TRADES SPUR SCRUTINY BEFORE TRUMP POST

A sudden surge in oil and S&P 500 futures—$760M in trades over two minutes Monday—occurred just before Trump announced he was delaying strikes on Iran.

The early trading spike had no obvious news trigger and foreshadowed the sharp market moves after Trump’s post. Similar patterns have occurred ahead of other Trump announcements, raising questions of possible insider activity.

[Vincent @macrovmarkets]

#BTC

[U.S. Securities and Exchange Commission @SECGov]

The @SECGov X account was compromised, and an unauthorized post was posted. The SEC has not approved the listing and trading of spot bitcoin exchange-traded products.

[Vincent @macrovmarkets]

SEC Says It Has Not Yet Granted Approval of Spot-Bitcoin ETFs https://t.co/d9zVWpkPwC

[Vincent @macrovmarkets]

#btc

[Michael Saylor @saylor]

MicroStrategy has acquired an additional 5,445 BTC for ~$147.3 million at an average price of $27,053 per #bitcoin. As of 9/24/23 @MicroStrategy hodls 158,245 $BTC acquired for ~$4.68 billion at an average price of $29,582 per bitcoin. $MSTR https://t.co/GbJtUoQfXv

[Vincent @macrovmarkets]

After Griffin and Ackman, Wall Street is buying, uh, funding... Ukraine

[unusual_whales @unusual_whales]

BREAKING: Zelensky met privately with BlackRock, $BLK, CEO Larry Fink to discuss funding for Ukraine, per FOX.

[Vincent @macrovmarkets]

@NorthmanTrader Inflation control was also its prime objective...

[Vincent @macrovmarkets]

Décision de la BNS sur les taux d'intérêt (T3) => 1,75%

Prév : 2,00%
Préc : 1,75%

La BNS en Suisse ne relève finalement pas son taux, comme attendu, et le laisse à 1,75%

[Vincent @macrovmarkets]

@Mayhem4Markets food

[Vincent @macrovmarkets]

@DeItaone Because of debt rising year-over-year

[Vincent @macrovmarkets]

@unusual_whales https://t.co/u9GJGhJUGa

[Vincent @macrovmarkets]

@unusual_whales 1$/month per user, other than blues, will probably be sufficient to make the company profitable, right ?

[Vincent @macrovmarkets]

@hadrieltvie Le dollar a encore de beaux jours devant lui. Aucune monnaie ne rivalise et une perte brutale de confiance dans le dollar provoquerait bien plus que des mouvements de marché.

À très long terme, le système monétaire va devoir être refondé. Gold, Bitcoin, MNBC, troc ... :D

[Vincent @macrovmarkets]

#USD

Debt is under control in US

[The Kobeissi Letter @KobeissiLetter]

Since the debt ceiling "crisis" came to an end:

1. US has added $33 billion in debt PER DAY

2. US paid nearly $3 billion PER DAY of interest expense

3. Debt service cost hit its highest level since 2009

4. The US has paid an additional $150 billion of interest

5. US deficit has jumped by over $300 billion

6. US Federal tax receipts now down 8.4% on a 12-month basis

Trillions of Dollars of debt are being issued at 5%+ interest rates, nearly double the recent low.

Interest expense will soon be our biggest expenditure.

Is the debt ceiling "crisis" really over?

[Vincent @macrovmarkets]

$MSFT

[unusual_whales @unusual_whales]

BREAKING: Microsoft, $MSFT, wanted to acquire Nintendo, per leaked emails seen by Forbes.

[Vincent @macrovmarkets]

#Fed #USD

Décision de la Fed ce soir, pas de hausse de taux attendue.

Les projections de taux pour 2024 pourraient être relevées pour confirmer le "plus haut, plus longtemps"

À suivre aussi les perspectives moyen terme de l'inflation, PIB et chômage

Extrait FOMC juin :