Market Signals

PREDICTION MARKET POLLS FIND US VOTERS PREFER FEDERAL RULES OVER STATE PATCHWORK — via THEBLOCK

SENATE BACKS IRAN WAR POWERS RESOLUTION AS GOP PRESSURE GROWS ON TRUMP'S DEAL TO END WAR — via CNBC

NVIDIA'S STOCK STRUGGLES AS KALSHI TRADERS BET CHIP PRICES ARE COMING DOWN — via CNBC

SPACEX SIGNED A $6.3 BILLION COMPUTING DEAL WITH OPEN-SOURCE AI STARTUP REFLECTION — via QZ

This is a pretty interesting idea

TRUMP SAYS REPAIR WORK TO BEGIN ‘IMMEDIATELY’ ON BELEAGUERED REFLECTING POOL — via GUARDIAN

FORMER OLYMPIAN AMONG THOSE CHARGED WITH VANDALIZING REFLECTING POOL; TRUMP VOWS IMMEDIATE REPAIRS: REPORT — via FOX

NOTABLE TECH HEADLINES FOR THE WEEK: ACCENTURE, NVIDIA, MICRON IN FOCUS — via SEEKINGALPHA

ASML denies selling EUV chipmaking tool to China after report of US concern

Did US govt find out that China has a couple of EUV prototypes (Reuters even reported) being tested out & think it was from ASML?

MARKETS: Viva la @42Macro Paradigm C Bull Market Bubble™. It may take a painful pause this summer as the Fed tightens policy, but investors must under

TRUMP COMMENTS FUEL DISPUTE OVER POLYMARKET’S $120 MILLION ‘PERMANENT’ IRAN PEACE DEAL MARKET — via THEBLOCK

EVEN NVIDIA IS JOINING THE AI BORROWING SPREE, WITH A HISTORIC $20 BILLION BOND DEAL — via MARKETWATCH

Palestinian death toll in Gaza tops 73,000, officials say, as Israel strikes despite ceasefire — via PBS

BREAKING: IN RESPONSE TO TRUMP'S THREATS, IRAN SAYS THE OPERATIONAL READINESS IS NOW "AT 100 OUT OF 100," WITH A WAR RESTART SEEN AS "EXISTENTIAL" AND

WARSH MAY BE WALKING INTO ONE OF THE HARDEST FED SETUPS IN MODERN HISTORY.

My biggest takeaways from @tfadell:

BREAKING: The US is expected to launch a major broader-scope attack on Iran in the coming hours, far beyond the scope of last night's strikes, with Is

#BREAKING

⭕️ NEW FROM PRESIDENT TRUMP ON IRAN NEGOTIATIONS:

IRAN FIRES MISSILES AT ISRAEL FOR FIRST TIME IN TWO MONTHS; TRUMP TELLS NETANYAHU NOT TO RETALIATE HTTPS://T.CO/BDDEZXEH2L — VIA @TIMESOFISRAEL

INFLATION IS PERKING UP AGAIN, WITH THE PCE UP 3.8% YEAR-OVER-YEAR AND THE CORE PCE UP 3.3%. THE LATTER IS OF LITTLE COMFORT TO ANYONE WHO BUYS GROCER

IN AN ILLIQUIDITY CRISIS, THE FED’S CHOICES NARROW VERY QUICKLY.

⭕️ New from President Trump on Iran Negotiations:

🇮🇱 Israeli ministers clashed in a cabinet meeting Monday over how to escalate against both Iran and Hezbollah, according to i24 News.

BREAKING: IRAN DIRECTLY REJECTS TODAY'S CLAIM THAT IRAN SENT A NEW DRAFT PEACE PROPOSAL TO THE US, SAYING "NO SUCH PROPOSAL EXISTS," DUE TO THE SUSPEN

AS YOU KNOW, I AM AMONG THOSE WHO BELIEVE THE FEDERAL RESERVE’S COMMUNICATION APPROACH, INCLUDING FORWARD GUIDANCE, NEEDS SERIOUS REFORM.

FISA IS A CRITICAL TOOL THAT ALLOWS TREASURY TO STOP TERRORISTS FROM UTILIZING THE FINANCIAL SYSTEM TO CARRY OUT ATTACKS AGAINST THE UNITED STATES AND

BREAKING: New explosions and sirens now reported in both Bahrain and Kuwait as Iran launches a second wave of attacks on US bases, per Fars. — via @Ho

THROUGH ECONOMIC FURY, THE TREASURY DEPARTMENT IS DISRUPTING THE FOREIGN PROCUREMENT NETWORKS THAT SUPPORT THE IRANIAN MILITARY’S EFFORTS TO ACQUIRE W

⛽️ U.S. CRUDE STOCKPILES PLUNGE ROUGHLY 17 MILLION BARRELS AS HORMUZ CRISIS DRAGS ON

WHAT HAPPENS WHEN THE FED, TREASURY, INFLATION, DEBT, PRIVATE CREDIT, AND MARKET STRUCTURE ALL COLLIDE?

THE ECONOMIST ON KEY STRUCTURAL CHANGES TO THE US TREASURY MARKET. IT CONCLUDES THAT:

🇱🇧⭕️ RESISTANCE RECAP | MONDAY, JUNE 8

BREAKING NEWS: ANTHROPIC'S LATEST MODEL WILL NOT HELP YOU IF IT THINKS YOUR ML RESEARCH/ML ENGINEERING IS INTERESTING, AND/OR WILL SECRETLY DEGRADE IT

BREAKING: Iran directly rejects Trump's new claim that he reached an agreement to "cancel tonight's strikes" on Iran as "baseless," saying no agreemen

🚨 BREAKING: U.S. launches new strikes on Iran as explosions reported near the Strait of Hormuz

I THINK: INFLATION PRESSURE IS OVERSTATED; LABOR MARKET INFLECTING HIGHER NOT OVERHEATING; PRIVATE CREDIT RISK EH; NONBANK LEVERAGE IS WHATEVER; THE F

BEFORE, APPLYING TO ANY JD ON DEEPSEEK’S MOKA CAREERS SITE FELT ALMOST THE SAME. THEY WOULD ROUTE YOU TO THE MOST SUITABLE TEAM AUTOMATICALLY. THEY DI

CROWD GATHERS AT KENNEDY CENTER AFTER COURT DENIES TRUMP’S EMERGENCY APPEAL TO KEEP HIS NAME ON BUILDING – AS IT HAPPENED — VIA GUARDIAN

Gold gains on growing U.S.-Iran deal hopes, tempering rate hike expectations — via SEEKINGALPHA

TRUMP'S NAME REMAINS ON KENNEDY CENTER AS APPEALS COURT WEIGHS EMERGENCY REQUEST — VIA FOX

Dow drops more than 900 points as chip sell-off worsens, Trump threatens more Iran attacks: Live updates — via CNBC

TRUMP SAYS 'I LOVE THE INFLATION' AFTER CONSUMER PRICE INDEX HITS 3-YEAR HIGH — VIA CNBC

US STRIKES IRAN IN RESPONSE TO DOWNING OF MILITARY HELICOPTER — VIA BBC

APPLE PARTNERING WITH GOOGLE AND NVIDIA FOR MOST ADVANCED AI MODEL — VIA CNBC

South Korea's Naver will build AI factories using Nvidia's DSX platform — via SEEKINGALPHA

NVIDIA IS WORKING WITH LG ON HUMANOID ROBOTS, NEXT-GENERATION DATA CENTERS — VIA SEEKINGALPHA

NVIDIA, SK TO DETAIL COOPERATION PLAN AS HUANG FLAGS PROLONGED CHIP SHORTAGE — VIA CNBC

TRUMP FACES POLITICAL RISK AS IRAN INSISTS ON IMMEDIATE CASH RELEASE