🟢 [E5472] conference in Riad uh the FI conference I listened to a bunch of podcast but in particular uh some numbers from masaan from SoftBank and also Alon musk and then it was uh bitcoin's uh birthday and I'm going to go through I'm doing a lot more presentations with uh people on what's happening with Bitc

🟢 [E5468] back for a uh pre-election video uh this one uh we'll go through what happened last week kind of what the markets are talking about how the economic data was uh I'll start talking about the structural rise and rates fall this has been going on for for four years but uh I I only started doing videos

🟢 [E5481] the the company showing massive Revenue uh I'm sorry massive capex spend but not seeing the Revenue come through their earnings are decelerating in terms of the growth side so Nvidia becomes more important and this is the 100 day rate of change which really just says to me that their earnings announ

🟢 [E5471] back for a uh pre-election video uh this one uh we'll go through what happened last week kind of what the markets are talking about how the economic data was uh I'll start talking about the structural rise and rates fall this has been going on for for four years but uh I I only started doing videos

🟢 [E5482] important uh at this point in terms of the economic data um the payrolls number you know I talked about two weeks ago that the Hurricanes were going to and and the the Port strike were going to distort everything in the near term and that's what we got in terms of the headline payroll numbers that's

🟢 [E5484] fine and The fed's Cutting rates so we still have a 97% chance of the FED cutting uh by 25 basis points more importantly you still have rate Cuts in you know and you've got 25 basis points into uh 2026 beginning of 26 so that means for next year we're ending the year with 50 in you've got about 75 b

🟢 [E5487] have to move rates lower and it's at the expense right now of what's Happening long yield so they they make the surprise cut uh at about 362 we're now at 438 so you're talking about a 75 basis point rise in tenure rates which is starting to get attention these are the basis point weekly moves so it'

🟢 [E5491] point um this is not happening in my opinion because of of of inflation I think this this just happens that the FED cut rates in September we have the elections stand staring in front of us people are buying protection for valid reasons which is the election creates a lot of uncertainty especially i

🟢 [E5480] the the company showing massive Revenue uh I'm sorry massive capex spend but not seeing the Revenue come through their earnings are decelerating in terms of the growth side so Nvidia becomes more important and this is the 100 day rate of change which really just says to me that their earnings announ

🟢 [E5470] back for a uh pre-election video uh this one uh we'll go through what happened last week kind of what the markets are talking about how the economic data was uh I'll start talking about the structural rise and rates fall this has been going on for for four years but uh I I only started doing videos

🟢 [E5476] we will get some more details on stimulus we'll see how the market responds to it so far the Chinese markets I haven't shown them because they've kind of gone sideways since that massive move higher the P the the pullback the next week they've just kind of stabilized we are getting incremental data

🟢 [E5475] suffering and that's a theme again as we get more into Ai and more into the service based economy driving things uh you're not having it broaden out and this goes for small companies too so the Russell 2000 completely different story earnings growth so far as we're not as much of the way through but

🟢 [E5474] payroll number in the movement on Friday a slight up month to start in terms of the earning season so you know we're at this point 351 through so we're about 70% of the way through right now the earnings growth for the S&P is over 8% driven Again by the the mega cap names but uh so far earnings

🟢 [E5490] point um this is not happening in my opinion because of of of inflation I think this this just happens that the FED cut rates in September we have the elections stand staring in front of us people are buying protection for valid reasons which is the election creates a lot of uncertainty especially i

🟢 [E5485] have to move rates lower and it's at the expense right now of what's Happening long yield so they they make the surprise cut uh at about 362 we're now at 438 so you're talking about a 75 basis point rise in tenure rates which is starting to get attention these are the basis point weekly moves so it'

🟢 [E5483] fine and The fed's Cutting rates so we still have a 97% chance of the FED cutting uh by 25 basis points more importantly you still have rate Cuts in you know and you've got 25 basis points into uh 2026 beginning of 26 so that means for next year we're ending the year with 50 in you've got about 75 b

🟢 [E5477] the the company showing massive Revenue uh I'm sorry massive capex spend but not seeing the Revenue come through their earnings are decelerating in terms of the growth side so Nvidia becomes more important and this is the 100 day rate of change which really just says to me that their earnings announ

🟢 [E5488] point um this is not happening in my opinion because of of of inflation I think this this just happens that the FED cut rates in September we have the elections stand staring in front of us people are buying protection for valid reasons which is the election creates a lot of uncertainty especially i

🟢 [E5492] higher you can see the white line we've structurally moved into this level since 21 the vix on the other hand structurally it had got back down to the levels that were consistent in the QE low lower rates V and more importantly credit spreads are actually lower than they were during the 2013 2011 to

🟢 [E5478] the the company showing massive Revenue uh I'm sorry massive capex spend but not seeing the Revenue come through their earnings are decelerating in terms of the growth side so Nvidia becomes more important and this is the 100 day rate of change which really just says to me that their earnings announ

🟢 [E5473] conference in Riad uh the FI conference I listened to a bunch of podcast but in particular uh some numbers from masaan from SoftBank and also Alon musk and then it was uh bitcoin's uh birthday and I'm going to go through I'm doing a lot more presentations with uh people on what's happening with Bitc

🟢 [E5489] point um this is not happening in my opinion because of of of inflation I think this this just happens that the FED cut rates in September we have the elections stand staring in front of us people are buying protection for valid reasons which is the election creates a lot of uncertainty especially i

🟢 [E5486] have to move rates lower and it's at the expense right now of what's Happening long yield so they they make the surprise cut uh at about 362 we're now at 438 so you're talking about a 75 basis point rise in tenure rates which is starting to get attention these are the basis point weekly moves so it'

🟢 [E5469] back for a uh pre-election video uh this one uh we'll go through what happened last week kind of what the markets are talking about how the economic data was uh I'll start talking about the structural rise and rates fall this has been going on for for four years but uh I I only started doing videos

🟢 [E5479] the the company showing massive Revenue uh I'm sorry massive capex spend but not seeing the Revenue come through their earnings are decelerating in terms of the growth side so Nvidia becomes more important and this is the 100 day rate of change which really just says to me that their earnings announ