CEO Grasso Global | Wall St/NYSE pedigree | CNBC Fast Money regular | Advisor to corporate boards | Keynote speaker at conferences & business roundtables
The USA accounts for 34% of the worlds household consumption. We are the largest consumer globally. That stat, I am guessing is why @POTUS is pushing on with Tariffs.
It is impossible for Europe/China/Japan to find anyone to buy their goods to the level the USA does. If all the
If the market doesn’t collapse soon, plenty of managers will have to start putting money to work. They have waited on the sidelines for the selloff but they can’t wait 4-6 months for it. They are paid to manage and invest, not to sit on hands.
That’s a major signal. When new home prices fall below existing homes, it shows builders are cutting to move inventory — a classic sign of buyer fatigue and affordability stress.
This is exactly why rates need to ease. The housing market’s telling the Fed the same thing — it’s
Just sold 50% of my $NVDA position. Big bounce off the $100 level. Nice win streak for the $SPX . I will take another look tomorrow and see if I want to trade out of the entire position and look for a lower entry again.
The basis trade is getting a lot of attention today. @zerohedge was early on it.
Summary of the basis trade below, using Perplexity Ai (really helpful in drilling down to basics on wordy complex trades).
"The basis trade involves hedge funds exploiting small price differences
Just bought more $TSLA on this recall dip. It's an over the air fix for now, seemed like a good risk reward with the sloppy algo selling. Headline reading algos see "recall" and it sounds like a huge process not an over the air (OTA) fix. IMHO
Let me clear it up for some who are confused about my trading.
I have long term thoughts and projections on stocks.
BUT if I have an outsized profit in a narrow window I’ve learned after many mistakes, that I should lock in profits and take a look either when the stock breaks
