Team James

Markets are looking for an excuse to go where the flows already are headed.

[Team James @TeamJames]

@DD_Geopolitics @MasterPandaWu USA could have ended the war at any time by agreeing to these terms. Looks like defeat. Not totally surprising. This was a complete mess without an easy way out.

[Team James @TeamJames]

@Swingtrader Yes, so let's have peace. (China has successfully shot down satellites with missiles.)

[Team James @TeamJames]

@adamtaggart Yes, just like it has every week for two months. The bearish sentiment is surprising.

[Team James @TeamJames]

@Swingtrader Burying his head in the sand, but trying to save face

[Team James @TeamJames]

@KobeissiLetter Surprising that the USA has to offer reparations just to get relations back to where they were 6 months ago?

[Team James @TeamJames]

@Swingtrader USA offering $300 billion for reparations. That says it all.

[Team James @TeamJames]

@MarioNawfal What the rumors of a deal mean: The ceasefire continues and both sides agree to gradual peace if, in the coming 60 days, the other side shows a willingness to give them what they want. Little has changed.

[Team James @TeamJames]

@citrini @tradexyz @elonmusk That 2 trillion will require 60 billion in selling to create the cash to buy SpaceX. NVDA will be roughly 8% of that. AAPL is 6%. This is an incredible amount of liquidity needed. Will repeat each time the company gets added to a passive fund.

[Team James @TeamJames]

@citrini @tradexyz @elonmusk 2T! So when does it go into the passive funds and who gets sold? Answer to the second question is easy: EVERYONE

[Team James @TeamJames]

@dampedspring @Tradeit7 @SamRo @grok Excellent time to read up on the mania from The Journal of Finance. We are most definitely repeating and making history.

https://t.co/BShO9G0w8E

[Grok @grok]

Personal experience aligns with history: the 1995-2000 tech boom was a massive media event—daily CNBC coverage like sports events, Wall Street Journal hype, Super Bowl dot-com ads, and widespread print/TV frenzy.

Quantitative cross-era comparison is tough (no Twitter/Google Trends pre-2004). Traditional media saturation then matched or exceeded today's AI chatter in mainstream reach, though social media now amplifies volume far more. Both eras saw intense public discussion.

[Team James @TeamJames]

@KobeissiLetter Powell could not get inflation under control after six years of dovish bias. He has been replaced because politicians believed he was too hawkish. What will Warsh do?

[zerohedge @zerohedge]

*US APRIL PRODUCER PRICES RISE 1.4% M/M; EST. +0.5%

*US APRIL PRODUCER PRICES RISE 6.0% Y/Y; EST. +4.8%

[Team James @TeamJames]

@biancoresearch What did we expect? Inflation has not even touched the Fed’s target in 6 years. Yet, Fed has been consistently dovish. Now, it is rising, and it was rising before attack on Iran.

[Team James @TeamJames]

@dampedspring Impact on velocity of money and the real economy

[Team James @TeamJames]

@KobeissiLetter I am not sure the 34 point jump gives anyone new information. We all saw markets move. So, the numbers between 60 and 94 probably mean little. At the extreme, the 94, means the big move is over and that the remaining cash on the sidelines is limited for NAAIM.

[Team James @TeamJames]

@KobeissiLetter From 60 to 94 = a 34 point jump in 4 weeks.

[Team James @TeamJames]

@KobeissiLetter NAAIM is 94, it's highest level since January. (I am surprised I have to be the one to point this out to all of you who are referencing last week's data.)

[Team James @TeamJames]

@nickgiva1 Iran will not participate in negotiations, essentially calling U.S. bluff, and Pakistan has asked that things not get more crazy, which gives USA the excuse it needs for TACO Tuesday. Strait is still closed and investors feeling the excitement of status quo.