Ash

I read. I think. I nap. And sometimes I invest.

[Ash @wfjp]

Old but good: What if You Only Invested at Market Peaks? by @awealthofcs https://t.co/IZJB5OT4dt

[zerohedge @zerohedge]

US Manufacturing Expanded For 6th Straight Month In June As Inflation Fears Ease https://t.co/quaS1S81NY

[zerohedge @zerohedge]

*WARSH DECLINES TO OFFER GUIDANCE ON INTEREST RATES

you mean he wasnt kidding when he said forward guidance is over?

[investingLive @investingLive_]

BoE's Pill: Monetary policy hasn’t been restrictive enough over the last few years
https://t.co/nlsQQMKoOO

[zerohedge @zerohedge]

"It’s clear that drawdowns [Tuesday] were quite meaningful as momentum and crowding see a wave of risk reductions. Everyone has the same trades on… The problem is, we’re in the midst of the most crowded series of trades in history from a notional perspective, so when It comes to “where are we in the cycle” you can throw the prediction model out the window." - JPM

[Iran's Today @Iran]

Iran's FM Spokesman Esmail Baghaei:

We have no plans for the IAEA to inspect Iran’s nuclear facilities that were damaged as a result of the enemy’s aggression.

We have not had any meeting with the Director General of the IAEA.

[The Spectator Index @spectatorindex]

BREAKING: 🇰🇷 South Korea's KOSPI index plunges by 10%

[Bluekurtic Market Insights @Bluekurtic]

Interesting day today, with the S&P 500 $SPX down more than 0.3% while its two largest sectors, Technology and Financials, finished positive.

This has happened only eight other times since 2000. Six of those eight occurrences came during a market top. $SPY

[Ash @wfjp]

Australia has plenty of wealth. So why does everything feel so scarce? "...we increasingly debate how to distribute prosperity while paying less attention to how we create it" https://t.co/8UKu2IcoQN

[Daily Iran News @DailyIranNews]

Due to the Lebanon situation and the ceasefire remaining intact, THE STRAIT OF HORMUZ IS BACK OPEN!

[Daily Iran News @DailyIranNews]

Iran wants peace & The U.S. wants peace in the Middle East.

The only obstacle for peace is Israel.

[Nick Sortor @nicksortor]

🚨 WOW! JD Vance is DIRECTLY calling out Israeli cabinet members for their personal attacks on President Trump

"Donald J. Trump is the ONLY head of state in the ENTIRE WORLD who is sympathetic to the nation of Israel at this moment in time, and he happens to be the head of state of the world superpower.

If I was in the cabinet of the Israeli government, I might not be attacking the only powerful ally that I have ANYWHERE left in the entire world."

"The other thing that I would say is that over the last 3 months, TWO-THIRDS of the defensive weapons that have protected your homeland have been built by AMERICAN HANDS and paid for by AMERICAN TAX DOLLARS.

The problem for Israel is not Donald J. Trump, and anybody in Israel who thinks their biggest problem is the President of the United States needs to WAKE UP and smell the reality of the situation that country is in."

[Newsquawk @Newsquawk]

Asia-Pac stocks begin mixed, albeit with a mostly positive bias with KOSPI the outperformer as it takes impetus from the tech-led gains on Wall St: ASX 200 (-0.8%), Nikkei 225 (+1.5%), KOSPI (+2.7%)

[WSJ Markets @WSJmarkets]

Oil Falls on Signs of Strait of Hormuz’s Reopening https://t.co/bWSFfbdlps

[Daily Iran News @DailyIranNews]

Prime minister Shehbaz Sharif has signed the historic Islamabad MoU as mediator, following its successful endorsement by US President Donald Trump and Iranian President Masoud Pezeshkian.

[zerohedge @zerohedge]

*TRUMP ON FED: ALRIGHT THAT THEY HELD RATES, WHATEVER

*TRUMP ON FED RAISING RATES POSSIBLY: IT COULD HAPPEN

[investingLive @investingLive_]

Rate hikes are no longer illegal, evidently.

[Ash @wfjp]

@zerohedge Warsh is fluent in public service speak

[investingLive @investingLive_]

We put Principal Skinner in charge of monetary policy