HSBC goes overweight global equities to the “max”.
“.. Yesterday’s price action is indicative of ‘peak fear’ to us with some of our positioning indicators flashing pandemic-type signs. We are now max OW equities .. prefer Asia & Europe the most, US the least.”
They want us to run out of interceptor missiles. They know how bad our finances are. They know the midterms are coming. You don't mess with 5000 years of Persian civilization. They'll outrun you at games you don't even know you are in. Well, that's my 96 yo Mom's hypothesis
But his son wasn't in the meeting. So it was murder (of the traitors) by suicide, assuring a safe ascension for his son. Now they are doing rope-a-dope with the USA like boxer Muhammad Ali.
My Mom has an Iran theory. She thinks Khamenei convened the meeting himself and tipped off Americans himself. He was very old and knew his time was limited. He also knew that people of his inner circle were compromised... those are the 2nd and 3rd in line people Trump was "regretting" to have killed
“You cannot create liquidity from an illiquid asset class. Not enforcing withdrawal limits will create a first-mover advantage for early redeemers and a prisoner’s dilemma problem for the remaining investors.” www.bloomberg.com/news/feature...
It has an application if you want to hedge against a terrible outcome which would actually harm you IRL. Like Trump serving a third term beginning in 2029
'Cuz they laid me off from there in 2015. Their loss
9 straight red days for SLB
Keyboard Warrior Markwayne Mullin:
LEFT: Pounding his little warrior chest on the Internet.
RIGHT: Cowering and shitting his pants in real life.
He's really getting anxious
‘Celebrities and influencers make sports betting look like a fast track to a new car or a Rolex. One friend told me that when he saw a DraftKings ad during an NBA game he thought, “It must be OK if Kevin Hart is doing it.”’ www.wsj.com/lifestyle/sp...
GCC states are not going to be dragged by the US, which is being dragged by Israel. No way in heck!
Apparently, Lindsey Graham's drunken Fox News bullshit isn't working in the more clear-eyed Middle East.
@quantocracy.bsky.social @allocatesmartly.bsky.social Medium-term momentum is 6-12 months... well, it's a more crowded space than I thought. That makes it more dangerous for individuals using Tactical Asset Allocation.
‘Nearly a third of Gen Z said they were putting money into sports betting and prediction markets. 8 of 10 of those young investors believed these riskier vehicles can get them to where they want to be more quickly than if they used traditional investment methods.’ www.bloomberg.com/news/article...
Thought I would have gotten used to it by now, but I’m still grappling with the realization of just how stupid the men running this country are.
Donald Trump wears lifts. Markwayne Mullin stands on a platform.
We've turned the keys of the kingdom over to men overcompensating for their insecurities.
Donald honors the American troops he cheated out of a future by cheating at golf.
‘As a share of global GDP, no nation has ever had a larger trade surplus, and that includes Japan during its 1980s heyday. China’s dumping offensive is deindustrialising rival exporters the world over, idling car factories in Thailand and textile plants in Indonesia.‘ www.ft.com/content/cb69...
The United States needs to get over the quaint WWII-era notion that it is a force for good in the world. It is not. Especially now.
www.publicnotice.co/p/iran-eleme...
What isn't mentioned is that the Republicans are having their conference at Donald Trump's resort. In other words, it's a kickback to line the venal simpleton's pockets. We are living in the most corrupt times.
And here's the gap. Would take a rally to 669.76 to fill it.
Washington has imposed control over Venezuelan crude exports, with proceeds deposited in US Treasury-run accounts before being partially returned to Caracas. Available in EN, ES, AR, HI and RU.
Outrght theft. Incredulous…
In 2024, Donald Trump campaigned on two big promises: (1) he'd bring down gas prices; and (2) he'd not start any new wars.
In 2026, Donald Trump will cause gas prices to spike astronomically by starting a new war.
He's smart—and trustworthy—like that.
Not really that surprised that someone who doesn't even know how to drive a car isn't worried about gas prices.
Mojtaba Khamenei is widely considered to be more hardline, ideological, and violent than his father.
Donald is smart that way.
2024: "I promise to bring your price for gas down. Way down."
Donald is breathtakingly incompetent.
For nearly two decades, Trump has been lying about elections and threatening the democratic process. A small group of us has been sounding this alarm, but far too few people in positions of power have been willing to act. The result is that things have only gotten worse.
It is reported that Iran selected Mojtaba Khamenei in part because Trump said in an interview that he was "unacceptable" to Trump.
So Trump has ensured the person running Iran is *more* theocratic and hates the US for killing his wife and father. Well done, Donald!
www.pbs.org/newshour/wor...
