Market Signals

REAL-TIME POLICY TRANSMISSION...

A BOOM-TURNED-BUBBLE IS ONE SCENARIO FOR AN END TO THE SECULAR TREND, BUT AN INFLATION BUST IS ANOTHER. BELOW IN THE COMMODITY SUPER CYCLES CHART WE S

SECULAR BULL MARKETS ALWAYS END WITH A VALUATION REVERSAL, EITHER BECAUSE THEY REACH BUBBLE LEVELS UNSUPPORTED BY FUNDAMENTALS (1929 AND 2000) OR BECA

IRAN’S ECONOMY IS FLOUNDERING AND ITS MILITARY IS DECIMATED. THROUGH ECONOMIC FURY, TREASURY WILL CONTINUE TO SEVER IRAN’S SHADOW FLEET, SHADOW BANKIN

🇮🇷 U.S. SANCTIONS IRAN’S LARGEST CRYPTO EXCHANGES

WHILE IRAN’S ECONOMY IS IN FREE FALL, THE REGIME HAS CHOSEN TO CO-OPT DIGITAL ASSET TECHNOLOGIES FOR ITS OWN CORRUPT AGENDA, INCLUDING EVADING SANCTIO

My biggest takeaways from @benedictevans:

BREAKING: IRAN DIRECTLY REJECTS TRUMP'S TRUTH SOCIAL DEMANDS AS THE COMPLETE OPPOSITE OF WHAT'S IN THE DRAFT TEXT, DENYING IRAN AGREED TO REOPEN HORMU

$NVDA $INTC $VZ

PUTIN SAYS MEETING ZELENSKY IS POINTLESS UNTIL A PEACE DEAL EXISTS - JOWHAR NEWS LEADER

$TSLA

$CME AH $256.06 (+0.00%) — CME GROUP PRESENTS AT PIPER SANDLER EXCHANGE & FINTECH CONFERENCE — TRANSCRIPT RELEASED

$CME +1.4% — CME GROUP UNDERPERFORMS FINANCIAL SECTOR — YAHOO ANALYSIS

FORMER PRESIDENT LÓPEZ OBRADOR ACCUSES TRUMP OF PLOTTING AGAINST MEXICO'S LEFT — VIA LATIMES

Tom Lee’s BitMine Plans $300M Preferred Stock Sale for ETH Treasury Push — via DECRYPT

💪 Top contributors to S&P 500 earnings growth:

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