Pedro Morais

Investor.

[Ramin Nasibov @RaminNasibov]

Space news is way better than Earth news.

[Polymarket @Polymarket]

BREAKING: U.S. bankruptcies surpass COVID pandemic levels.

[zerohedge @zerohedge]

*HADDAD: BRAZIL GDP CAN AND WILL GROW AT AVERAGE OF 3% PER YEAR

and if not we will just rig the numbers like everyone else

[Breaking911 @Breaking911]

🚨 BREAKING: The Iranian Parliament has just ordered the Strait of Hormuz Strait must be CLOSED. The Strait handles 20% of global daily oil shipments — its closure could send prices soaring. The step will come into effect, pending a final decision by Iran’s Supreme Council.

[unusual_whales @unusual_whales]

BREAKING: Iranian State TV has said: "Tonight, a great surprise will occur, one that the world will remember for centuries."

[Barchart @Barchart]

JUST IN 🚨: 30-Year Mortgage Rate jumps to 7.5%, one of the highest levels this century 👀

[amit @amitisinvesting]

IF YOU ARE WONDERING WHY STOCKS JUST ALL WENT DOWN AT ONCE

WE JUST HAD A HORRIBLE BOND AUCTION IN THE UNITED STATES FOR OUR 20-YEAR TREASURIES

Because of the lack of bidders…it caused the 20-year bond yield to surge to 5.1%.

Credit market is screaming for help right now.

[Evan @StockMKTNewz]

JUST IN:

Bitcoin $BTC is currently trading at new ALL TIME HIGHS 🟢

[The Kobeissi Letter @KobeissiLetter]

What is happening in Japan?

Japan's 40-year bond yield just hit its highest level in over 20 years.

Japan’s Prime Minister Ishiba has called the situation “worse than Greece.”

All as Japan’s GDP is contracting again.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Gold prices extend gains to +5% since their May 15th low and near $3,300/oz as markets price-in uncertainty.

Gold and Bitcoin are becoming the ONLY global safe havens.

[unusual_whales @unusual_whales]

BREAKING: Moody’s downgrades US credit rating to Aa1 from Aaa

[*Walter Bloomberg @DeItaone]

U.S. AND CHINA TO CUT TARIFFS, EASING TRADE TENSIONS

The U.S. and China agreed to sharply reduce tariffs, signaling a shift from conflict to cooperation between the world’s top economies.

Key points from Geneva talks:

🔸 Trump’s tariff on Chinese goods drops to 10% from 125%.
🔸 A separate 20% fentanyl-related tariff stays in place.
🔸 China cuts its retaliatory tariffs to 10% from 125%.
🔸 The cuts are temporary, lasting 90 days as talks continue.

Markets reacted strongly:

🔸 S&P 500 poised to recover losses since April.
🔸 Nasdaq-100 futures jumped 3.5%+.
🔸 Amazon, Apple, Tesla rose in premarket trading.
🔸 Dollar and bond yields climbed.

The trade war had stalled U.S.-China trade and hurt businesses. This deal raises hopes of avoiding the worst economic fallout.

[unusual_whales @unusual_whales]

BREAKING: US announces China trade deal in Genevea, per the White House

[Douglas A. Boneparth @dougboneparth]

This is like learning Bernie Madoff’s wife is starting a new fund.

[Jon Erlichman @JonErlichman]

In 2008, Blackberry was worth more than Nvidia, Amazon, Netflix, AMD, Salesforce and Starbucks combined.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: China's Commerce Ministry says reports that China plans to engage with the US on trade are true.

China adds that "talks must be equitable and mutually beneficial."

[Global Markets Investor @GlobalMktObserv]

🚨Is oil pricing in a global RECESSION?

Oil prices dropped ~15% since the beginning of April, to near the lowest in 4 YEARS.

Since January, oil prices have dropped by ~27%.

Oil prices have stabilized over the last 2 days, but this is a key indicator to watch.

[*Walter Bloomberg @DeItaone]

🚨 PAUL TUDOR-JONES: "AI CLEARLY POSES AN IMMINENT THREAT TO HUMANITY IN OUR LIFETIME"

[zerohedge @zerohedge]

And just like that, April never happened

[Global Markets Investor @GlobalMktObserv]

🚨Container bookings from China to the US are COLLAPSING:

Bookings for standard 20-foot shipping containers from China to the US fell 45% Y/Y in mid-April, according to Vizion.

Next will be a trucking demand DROP leading to empty shelves, lower sales, layoffs and a RECESSION.