P'Godswill 👑

Light bearer 🕯️| Economics👨‍🎓 | Future Investment Banker 🏦 | FX Trading 💹 | Web3 🌐 | Building leverage in global markets

[P'Godswill 👑 @pgodswill_23]

Hancock Whitney is buying Trustmark for $3.2 billion. All stock.

$58 billion in assets. 370 branches. Six Southeastern states. 7% accretive to 2028 EPS.

Regional banks spent 2023 watching deposits run. Now they're buying each other with the currency that survived.

[P'Godswill 👑 @pgodswill_23]

Anthropic is IPO-ing at $70–78 a share.

Nine months of 2026: $33.24B revenue, up 1,200% year over year. Net loss $104B but $94.3B of that is convertible note revaluations. Operating loss: $1.26B.

The scariest number in the filing is the one that isn't a loss.
#ai #Anthropic

[P'Godswill 👑 @pgodswill_23]

Anthropic is IPO-ing at $70–78 a share.

Nine months of 2026: $33.24B revenue, up 1,200% year over year. Net loss $104B but $94.3B of that is convertible note revaluations. Operating loss: $1.26B.

The scariest number in the filing is the one that isn't a loss.
#Stocks #ai

[P'Godswill 👑 @pgodswill_23]

Trump's approval: 38% approve, 60% disapprove.

Congress: 52% want Democrats, 44% Republicans.

The midterms are over and the numbers haven't moved. That's the part that should worry Republicans, a wave that doesn't recede is a realignment.
#politics #Trump #USElections

[P'Godswill 👑 @pgodswill_23]

Trump's approval: 38% approve, 60% disapprove.

Congress: 52% want Democrats, 44% Republicans.

The midterms are over and the numbers haven't moved. That's the part that should worry Republicans, a wave that doesn't recede is a realignment.
#USElections #Trump

[P'Godswill 👑 @pgodswill_23]

Markets now price a 100% chance of a December hike.

Core CPI has printed 0.3% three months running. Waller wants 50 basis points. Daly says "we're going to need to raise."

The Fed spent two years telling you inflation was transitory. It is now overcorrecting on purpose.
#feds

[P'Godswill 👑 @pgodswill_23]

Markets now price a 100% chance of a December hike.

Core CPI has printed 0.3% three months running. Waller wants 50 basis points. Daly says "we're going to need to raise."

The Fed spent two years telling you inflation was transitory. It is now overcorrecting on purpose.

[P'Godswill 👑 @pgodswill_23]

#UDSJPY is 159.65. Japan intervened at 160.50 in September.

Tokyo's finance minister called the moves "not acceptable" this week. The market shrugged and kept buying dollars.

There's a level where words stop working and balance sheets start. We're 85 pips from finding out.

[P'Godswill 👑 @pgodswill_23]

Dollar/yen is 159.65. Japan intervened at 160.50 in September.

Tokyo's finance minister called the moves "not acceptable" this week. The market shrugged and kept buying dollars.

There's a level where words stop working and balance sheets start. We're 85 pips from finding out.

[P'Godswill 👑 @pgodswill_23]

@StatiSense These are the issues...

[P'Godswill 👑 @pgodswill_23]

@yabaleftonline These are the issues...

[P'Godswill 👑 @pgodswill_23]

$1.40 billion liquidated in 24 hours. Mostly longs.

XRP fell 4% to $1. It's down 23.4% since November 4. Bitcoin is down 10.4% over the same stretch.

When leverage unwinds, the weakest chart goes first. That's not a fundamental call. That's plumbing.
#crypto #BTC #XRP

[P'Godswill 👑 @pgodswill_23]

Bitcoin closed at $68,767.

It opened Friday at $71,371. It bottomed at $68,052.

That's a 3.6% day and a 9% week — and the ETF bid that carried this market for two years is now a seller.

Wall Street's main buying channel has added no net demand in 2026.
#bitcoin #crypto #trade

[P'Godswill 👑 @pgodswill_23]

Bitcoin closed at $68,767.

It opened Friday at $71,371. It bottomed at $68,052.

That's a 3.6% day and a 9% week — and the ETF bid that carried this market for two years is now a seller.

Wall Street's main buying channel has added no net demand in 2026.
#bitcoin #crypto $BTC

[P'Godswill 👑 @pgodswill_23]

OPEC+ added over 2 million barrels a day.

Brent went UP to $93.

That's not a supply story. That's a shipping story — tanker insurance, Hormuz risk, and barrels that exist on paper but not at the port.

Production capacity and export availability are two different numbers.

[P'Godswill 👑 @pgodswill_23]

Gold is $3,878 an ounce.

A year ago it was $4,184. The 52-week high was $5,518.

That's a 30% drawdown in the thing people buy to protect them from drawdowns.

Gold doesn't hedge inflation. It hedges real rates. And real rates just went up.
#Forex #Gold #trading #Investing

[P'Godswill 👑 @pgodswill_23]

Gold is $3,878 an ounce.

A year ago it was $4,184. The 52-week high was $5,518.

That's a 30% drawdown in the thing people buy to protect them from drawdowns.

Gold doesn't hedge inflation. It hedges real rates. And real rates just went up.
#Gold #ForexMarket #Investing

[P'Godswill 👑 @pgodswill_23]

The 10-year is at 5.13%.

Read that again. Not 4.13. 5.13.

Every asset on earth is priced off that number, and it just moved 26 basis points in five sessions.

The bond market isn't warning about a recession. It's warning about the bill.
#finance #stocks #investing #economy

[P'Godswill 👑 @pgodswill_23]

The 10-year is at 5.13%.

Read that again. Not 4.13. 5.13.

Every asset on earth is priced off that number, and it just moved 26 basis points in five sessions.

The bond market isn't warning about a recession. It's warning about the bill.
#economy #finance #stocks #trading

[P'Godswill 👑 @pgodswill_23]

Stocks fell Friday. The week was still up 2.5%.

That's the whole market right now: bad days, good weeks, and nobody willing to leave.

S&P 7,561.67. Nasdaq −0.9%. Dow +0.1%.

Ten months in, the index is up 10.5% and it has felt like nothing but turbulence.
#finance #Stocks