Reserved for discerning trade talks!Engage in comprehensive market analysis and in-depth price action insight.Just for a few here Mainpage:@grassosteve
I’m excited to announce something I co-founded and have been working on: https://t.co/pGerHfjl4F
Innovation Check, @innovationchk is a great new tool to help you gauge your investments.
Using unbiased AI to power through hundreds of thousands of earnings transcripts, an Innovation Score is dynamically delivered to assess innovation.
You can compare companies, research sectors, view score history and more.
I’ve been utilizing Innovation Check before I follow through on my new investments, as well as keeping track of my current stock holdings.
I invite you to sign up for free and give it a whirl at https://t.co/X0kBxvpkTN
Existing Home market is frozen .
On average 70% of net worth is tied up in house value.
Home sales moving higher due to rates falling will give breathing room to many.
The Federal Reserve is rolling off their balance sheet $35 billion of mortgage-backed securities (MBS) monthly which is one of the reasons mortgage rates won’t come down.
Letting that much run off monthly takes liquidity out of the MBS market = higher mortgage rates= locking up the housing market.
Cutting back on the $35billion or stopping completely has the potential to lower treasury yields and mortgage rates by stabilizing the market since that would add liquidity.
The @federalreserve will say that would increase inflation. But bringing down rates and unlocking the housing market would be disinflationary.
If mortgage rates come down the result would be more home buying, which would bring down home prices = lower inflation.
If there is so much angst and resistance to cutting rates, why not start with stopping the $35 billion in MBS and $5 billion in treasury monthly runoff first.
@realDonaldTrump@federalreserve
My final trade on @CNBCFastMoney last night was $HII
@GoldmanSachs and I are on the same page.
This morning they upgraded Huntington Ingalls industries to BUY from SELL 😎, and adjusted Price target to $234 from $145
A sell to buy is very rare …
Stock is up 4.8% currently in a RED tape
Barchart’s Chart of the Day is Cardinal Health $CAH @cardinalhealth, a global company providing a wide range of healthcare services and products with a $32b market cap. The stock price has gained 3.95% since the Trend Seeker buy signal on March 18. https://t.co/bwqq6G5R0B
Cardinal Health has seen movement in its recent Innovation Scores: https://t.co/E6O1wHcmuh
Rather be a seller of CoreWeave vs buyer after deepseek, and @Microsoft scaling back on data centers. Too dependent on $MSFT for revenue.
$nvda will try and support it as best they can but I wouldn’t be a buyer of $NVDA at this point either.