david greiner

Global Macro PM. not investment advice

[david greiner @redheadtrader]

eur/chf trendline .9216 with the 200d SMA at 9234. 1week vol on a 4 handle looks cheap with SZ referendum and Iran "deal" potential

[david greiner @redheadtrader]

eur/nzd nice break of 2026 lows at 1.9500 opens up a bit of downside

[david greiner @redheadtrader]

10 largest US IPOs and returns. VISA the 'ONLY' standout winner

[david greiner @redheadtrader]

Can he blame UAE/SA/Qatar now for taking whatever "deal" is on the table????? "Its still a good deal, I could have gotten a better one, but they asked me to stop the war. for the sake of the region, we will. This is 9th war I've ended. Maybe they will give me the Nobel peace prize now"

[Annmarie Hordern @annmarie]

Trump says he called off a planned military attack on Iran that was scheduled for tomorrow.

[david greiner @redheadtrader]

Seems like a lot.... maybe we reopen, just with out large celebratory fan fare..... IRAN'S REVOLUTIONARY GUARDS SAY ABOUT 30 VESSELS CROSSED THE STRAIT OF HORMUZ WITH TEHRAN'S PERMISSION SINCE WEDNESDAY EVENING - STATE MEDIA

[david greiner @redheadtrader]

inflection point is coming for both sides

[Javier Blas @JavierBlas]

Kharg Island update: @CopernicusEU satellite imagery shows no supertanker loadings on May 8, May 9 and May 11 (we don't have data for May 10 from either Sentinel 1 or Sentinel-2 🛰️). It looks like the longest stretch without loadings since the early days of the war.

[david greiner @redheadtrader]

https://t.co/uHWdvBeoJG

[Mario Nawfal @MarioNawfal]

🇷🇺🇺🇦 BREAKING

Putin:

"I think the conflict in Ukraine is heading toward a conclusion."
https://t.co/G0dNsoj4nB

[david greiner @redheadtrader]

Things that make you go hmmmmm..... could we see an Iran deal & a UKR/RUS deal in the pipeline???? https://t.co/f7zQh2dTVL

[david greiner @redheadtrader]

Groupon's for Southern Europe hotels to your inbox shortly...... UNITED AIRLINES Q1 2026: FY ADJ EPS GUIDANCE CUT TO $7-$11 FROM PRIOR $12-$14 (EST $9.08), WITH Q2 ADJ EPS SEEN AT $1-$2. PLANS TO CUT 5PP OF CAPACITY FOR THE REST OF THE YEAR, WITH OVER 250 NEW AIRCRAFT DELIVERIES EXPECTED BY APRIL 2028.

[Annmarie Hordern @annmarie]

Lufthansa: “In total, 20,000 short-haul flights will be removed from the schedule through October, equivalent to approximately 40,000 metric tons of jet fuel, the price of which has doubled since the outbreak of the Iran conflict.”
https://t.co/iSZlML2yj2

[david greiner @redheadtrader]

Snapple fact of the day: Hopefully BLS does NOT include this in the basket..... the NIL market for Division 1 players is up about 65% from last year. That means that a player good enough to be valued at $1 million last offseason would be getting around $1.65 million this offseason.

[Evan Miyakawa @EvanMiya]

The NIL market for college basketball is now up 65% from last offseason. And there's a certain player type that's being overpaid.

Read my full analysis of this year's NIL market trends 👇
https://t.co/tQmGyvFvyN

[david greiner @redheadtrader]

US industrials continue to benefit! equal weight vs QQQ with Spacex et al IPOs makes sense..... One strat made an interesting point re $100 oil. in 2008 with oil at 100, US household wealth was $60T. now with 100 WTI - it is 180Trillion! WOW

[Javier Blas @JavierBlas]

For the American economy, the key different between the current energy shock and previous ones is the (lack of) impact in US natural gas prices.

That's crucial for industrial activity and electricity prices (and thus inflation). Far less reported than oil, but as significant.

[david greiner @redheadtrader]

Might be dating myself but is Gartman putting on size euro in gold terms??? 2 Units

[david greiner @redheadtrader]

@PipCzar Come EAST and visit Blake, snowed most of the day up in VT on Saturday!!!!

[david greiner @redheadtrader]

OIL SPR stat: CHINA stockpiling 1.5m bpd the last year+ with ZERO demand growth (unlike mid 2000s). China has not released from SPR. Bessent meeting with CHINA this weekend. Following UST possible CL futures sales yesterday. Would NOT be surprised by a CHINA SPR release SUNDAY night.

[david greiner @redheadtrader]

HUGE DEAL-relations are thawing.... chf/jpy topping???? HONDA WILL START SELLING EV PRODUCED IN CHINA TO BUYERS IN JAPAN AS EARLY AS SPRING - NIKKEI

[david greiner @redheadtrader]

VERY IMPORTANT........ . *CHINA'S WANG: ENERGY, ECONOMIC FACILITIES SHOULDN'T BE ATTACKED...look for confirmation of DJT meeting soon from CHINA side....

[david greiner @redheadtrader]

and you can still buy AOC for DEM nominee at 9%... like the old info-mercials said, "act now, supply is limited and won't last long"

[Kuppy @hkuppy]

By Q2, if you aren’t firing lots of employees, your board will fire you for being a dinosaur who doesn’t implement AI. It’s going to happen fast now. Feudalism, here we come…

[david greiner @redheadtrader]

Snapple fact of the day: ZERO mentions of CHINA in the State of the Union......hmnmmmm

[david greiner @redheadtrader]

I wonder if more will vote in 2028? AOC odds didn't budge after the Munich Sec Conf fumble.

In the 2024 presidential election, an estimated 47% of young people ages 18–29 voted. In the 2020 presidential election, about 50% of 18–29‑year‑olds cast a ballot. For just the youngest slice (18–19, very close to first‑/second‑year college age), turnout was lower: about 41% in 2024 and 46% in 2020.

[Financelot @FinanceLancelot]

BREAKING: Over 52% of college graduates are now underemployed

-Federal Reserve Bank of St. Louis.