🚨🇮🇱🇮🇷 An image of current air traffic in the Middle East.
Iran, and Iraq have already completely closed their airspaces while Syria has terminated air traffic in its southern half.
Source: @OSINTdefender / Writer: Mhedi
OUCH 🩸
$LULU Down 8% on mixed Q1 earnings results
EPS: $1.69 vs $1.70 est
REV: $2.472B vs $2.433B est
Lowered FY2026 GAAP EPS Guidance
Lowered FY2026 Sales Guidance
LULULEMON REPORTED STRONGER-THAN-EXPECTED Q1 RESULTS, WITH REVENUE OF $2.50 BILLION BEATING ESTIMATES OF $2.43 BILLION AND COMPARABLE SALES GROWING 1%, DRIVEN BY A 30% SURGE IN MAINLAND CHINA REVENUE.
Fed's Logan: Increasingly concerned that higher interest rates could be necessary later this year. Monetary policy is not restraining the economy.
Inflation is taking too long to return to 2%. Economic activity remains strong, and corporate earnings are going gangbusters.
Financial conditions are accommodative, labor market is stable. Trimmed-mean inflation is not currently a reliable signal.
Inflation trending toward mid-2s, not all the way to 2%.
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Following the announcement of the U.S.-led "Project Freedom," vessel traffic in the Strait of Hormuz remains at a trickle, and the majority of vessels that are transiting are using the Iranian traffic separation scheme and not the "Project Freedom" corridor closer to Oman.
Q1 2026 EPS growth is on pace for the largest y/y growth rate in five years, mostly due to record AI capex, which in turn is now largely funded through massive new issuance of IG debt
🚨#BREAKING: A viral outbreak aboard a cruise ship has left three people dead, with five additional suspected cases are now under investigation. Officials have confirmed at least one case of Hantavirus.
🚨 Something very unusual just happened.
Someone purchased an insane amount of VIX calls.
In other words, a big player is betting the market will crash soon and he's doing it with a lot of money.
Nobody drops millions on VIX calls unless they know something we don’t.
VIX calls only pay off when volatility explodes, which almost always means stocks are getting smoked.
The last time the VIX was sitting this calm before getting blown up was early April 2025.
8 trading days later, the VIX exploded from under 17 to over 60.
The S&P 500 had one of its worst 2-day drops since the 1987 crash.
Trillions in market cap wiped out.
We will keep watching.
When we make a new move in the market, we will let you know.
Turn on notifications so you don’t miss our alerts, this is extremely important.
Many people will wish they followed us sooner.