BYD's 2-year report card in Turkey:
- Sales growth: 450% (46,000 cars)
- Import tax advantage from the deal: ✓
- Promised investment: $1 billion
- Promised jobs: 5,000 people
- Ground broken: 0
Announced today: Factory is on hold.
We gave them the market, Hungary g
$HOOD posts record prediction market volume in their May monthly metrics - 3.9 billion contracts traded.
the world cup ahead of us, June + July numbers expected to be huge.
BofA warns a string of June events might push U.K. bond yields over 6%, U.S. over 5%, and Japan over 4% — all bad news for risk assets 😬
$SPY $QQQ $VIX $TLT
Just in: Trump says he’d be 'honored' to sit down with Iran’s Supreme Leader Mojtaba Khamenei if it helps make a deal. That would be a first—never had a US president meet an Iranian Supreme Leader face to face.
Palantir $PLTR just announced a multi-tiered partnership with Google Cloud $GOOGL enabling
"integrations across Google Cloud platforms and making Palantir available on Google Cloud Marketplace."
Looks like the SpaceX IPO could seriously pad the pockets of Trump administration staffers. Bloomberg says they’re sitting on at least $9.5 million combined 💸
$SPY net gamma just turned negative at -3B, with put gamma beating call gamma now. The big level to watch is 755. If it gets that back, SPY might bounce back up toward the 760 call wall 👀