Seun

. . . . half full mostly

[The Factor Report @PeterLBrandt]

Probably not important
Gold destined for the lowest close in 2026

[Ted @TedPillows]

Stocks are dumping.
Gold is dumping.
Silver is dumping.
Crypto is dumping.
Bonds are dumping.
Even Oil is dumping.

If everything is dumping, where the hell is money going?

[Aksel Kibar, CMT @TechCharts]

#SPX first short-term support at 7,350

[Charlie Bilello @charliebilello]

Last 10 Years
NVIDIA $NVDA: +19,430%
Bitcoin $BTC: +12,736%
$AMD: +11,415%
Tesla $TSLA: +2,741%
Apple $AAPL: +1,268%
Google $GOOGL: +914%
Microsoft $MSFT: +886%
Netflix $NFLX: +746%
Amazon $AMZN: +628%
Meta: $META: +410%
S&P 500 $SPY: +325%
Gold $GLD: +255%
US Inflation: +39%

[Charlie Bilello @charliebilello]

Nvidia Q1 revenues surged to a record $82 billion, up 85% over the prior year. Their revenue projection for Q2 2026 is $91 billion, which would be a 95% YoY increase. Net Income hit a record $58 billion, up 211% YoY. Net profit margins rose to 71%, an all-time high. $NVDA

[Bull Theory @BullTheoryio]

🚨 THE US BOND MARKET IS COMPLETELY MELTING DOWN RIGHT NOW.

The US 30-year Treasury yield just spiked to 5.186%, its highest level since July 2007.

The US 20-year Treasury yield just hit 5.205%, the highest since November 2023.

The US 10-year Treasury yield surged to 4.663%, the highest since January 2025.

The US 2-year Treasury yield jumped to 4.110%, the highest since February 2025.

Mortgages, credit cards, auto loans and business borrowing costs are all about to get even more expensive.

[Charlie Bilello @charliebilello]

Price increases since start of the Iran war...
Sulfur: +95%
European Natural Gas: +59%
WTI Crude Oil: +58%
Jet Fuel: +56%
Heating Oil: +56%
Gasoline: +52%
Diesel: +51%
Brent Crude Oil: +50%
Urea: +24%
Rice: +21%
Fertilizer: +20%
Iron Ore: +12%
Coal: +10%
Palm Oil: +9%

[The Factor Report @PeterLBrandt]

Is it time for the incompetent global central banks to finally pay the piper for their combined reckless liquidity and debt pumping $US30, $GBL_F $ZN_F
A valid Edwards and Magee objective is 8%.
Follow

[Seun @ogus]

📌

[The Factor Report @PeterLBrandt]

First interest rates
Next Crude Oil???

Will Trump soon be thumped

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 officially rises above 7,400 for the first time in history, now up +17.2% since March 30th.

That's now +$10 TRILLION in market cap in 29 trading days.

[Igho Alonge 💼 @Ighodaro1]

Nigeria Sovereign Eurobonds remain firm with positive momentum. Mid‑curve now ~5.4–6.7% and long‑end ~7.6–7.9%. The 8%+ yield era is effectively gone across the curve as spreads continue to compress.

[Peter Mallouk @PeterMallouk]

Every year, there’s a new reason to panic:
-Rates Hikes
-Elections
-Wars
-Tweets
-Tariffs
-Pandemics
-Recessions
But in 30 years, none of it will matter.
What will: whether you stayed invested - or got shaken out.

[GeniusThinking @GeniusGTX]

1. Cobra Effect

The road to hell is paved with good intentions.

e.g. A government paying bounties for dead cobras, prompting people to breed them for cash.

A solution can make the original problem worse.

Look at second-order consequences.

[Javier Blas @JavierBlas]

Brent oil price drops under $100 a barrel on US-Iran deal hopes

[The Best @TheBestqueenx]

This kid had 25 seconds to make 4 shots for $10,000… and he became a legend.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Berkshire Hathaway announces its cash balance is now up to a record $397 billion.

The company sold a net -$8.1 billion worth of stocks last quarter, marking its 14th-consecutive net quarterly sale.

[Seun @ogus]

Good Morning
#Lagos #Nigeria

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic's pre-IPO valuation has officially hit a record $1 trillion.

Anthropic's implied valuation is now up +733% since October 2025, per onchain pre-IPO trading data.

Pre-IPO instruments trading onchain, backed 1:1 by SPV exposure on Jupiter, are providing a real-time proxy for the company’s implied IPO valuation.

Anthropic has now become the third company to exceed $1 trillion in implied valuation, joining OpenAI and SpaceX.

The implied market cap of these 3 companies alone is now up to $3.7 TRILLION.

We are about to witness a historic IPO run.

[Charles @CountofIkoyi]

@Rxbremen Just 3 mins into trading and we have N16.8bn worth of pending orders for UBA, out of which N10.3bn is at the lowest price N49.50 (-10%)

For context , UBA avg 52 wk daily trading value is N1bn

This is the worst full offer I have ever seen in over 10 years of active NGX trading