Market Signals

CDS ADDITIONAL ACCOUNT ACTIVATION: CLEAR STREET CANADA INC./CDS, #5041 — via DTCC

TRUMP KEEPS TURNING REPUBLICAN WINS INTO LOYALTY TESTS — AND POLITICAL LIABILITIES — via CNBC

SUPREME COURT LETS TRUMP END DEPORTATION PROTECTIONS FOR SYRIANS AND HAITIANS — via CNBC

FROM 'THE LION' TO 'THE TIGER': CONSERVATIVE TRUMP ALLIES GAIN GROUND IN LATIN AMERICA — via PBS

IRANIAN LEADER SCOFFS AT TRUMP CLAIM THAT IRAN MUST BUY U.S. FARM PRODUCTS WITH UNFROZEN ASSETS — via CNBC

SUPREME COURT ALLOWS TRUMP ADMINISTRATION TO END LEGAL PROTECTIONS FOR HAITIANS AND SYRIANS — via PBS

I might start doing that thing crypto Twitter does with Hyperliquid…

CONGRESS PASSES WAR POWERS MEASURE FOR FIRST TIME, BREAKING WITH TRUMP OVER IRAN — via BBC

TRUMP: US TO PROBE PETROL PRICE GOUGING CLAIMS

Hoosik Min on Korea's reforms:

TRUMP ADMITS SELLING IBM’S STOCK WAS A MISTAKE. NOW HE’S CHEERING ITS QUANTUM FUTURE. — via MARKETWATCH

My biggest takeaways from Claude Code/Cowork lead @Nerdi_Yogi:

TRUMP ANTICIPATES BETTER RELATIONSHIP WITH COLOMBIA UNDER NEW LEADER — via BBC

(URGENT) KOSPI CRASHES NEARLY 10 PCT ON MASSIVE TECH SELL-OFFS — via YONHAP

U.S. OIL PRICES FALL BELOW $74 A BARREL ON 60-DAY PAUSE ON IRANIAN OIL SANCTIONS — via MARKETWATCH

Money managers have abandoned positioning for $200 oil ... does this now increase the risk of $200 oil?

WATCH: TRUMP UNVEILS NEW AIR FORCE ONE PLANE GIFTED BY QATAR AT JOINT BASE ANDREWS — via PBS

SPACEX OPTIONS VOLUME EXPLODES AS TRADING KICKS OFF — MarketWatch

so STRC was just Saylor on his Yacht talking to GPT 4o on voice mode. it probably loved the idea and said it was better than the US treasury market an

What China has done in industrial policy is not any different than what Koreans & Japanese did or the Germans before that.

Today, we enable AutoResearch in the physical world for the first time! Introducing ENPIRE: we give 8 Codex agents a fleet of robots, an allocation of

MICROLED INTERCONNECT MARKET TO REACH USD 722.0 MILLION BY 2033 , DRIVEN BY AI INFRASTRUCTURE EXPANSION AND HIGH - PERFORMANCE COMPUTING DEMAND

ok so for the past week ive been working making feature research as streamlined as possible.

BREAKING: Iran's IRGC says a direct "heavy response" against the US will be launched in the coming moments, with initial drone units now being deploye

OPEX IS THE NEW CAPEX — VIA @THESTALWART

FIRST TIME TRYING DEEPSEEK: ACTUALLY PRETTY GREAT HTTPS://T.CO/O8WYZA8AXP — VIA @MIKEFRITZELL

WHAT A SURPRISE: NO PEACE DEAL IN 2 DAYS AGAIN HTTPS://T.CO/D6QYBQAAB5 — VIA @DARIOCPX

DEEPSEEK IS GOING HEAVY-ASSET.

PRESIDENT TRUMP ON FED CHAIR WARSH AND THE CENTRAL BANK'S POLICIES—AHEAD OF NEXT WEEK'S FOMC MEETING, WHERE THE OVERWHELMING EXPECTATION IS FOR NO RAT

4 TIPS TO TAKE CONTROL OF YOUR MIND ACCORDING TO WARREN BUFFETT

HW INSIDER SAYS INITIAL ATLAS-950 DELIVERIES WILL BE 1024-CARD VERSION. DEMAND FOR 8192-CARD SUPERNODE IS NOT THERE. EACH 1024-CARD IS ~1 EFLOPS FP8.

Goldman says stocks like Nvidia have more room to run — via CNBC

BREAKING: Iran's Foreign Ministry directly rejects Trump's new claim that "everyone in Iran has approved the deal," including the Supreme Leader, sayi

THIS, FROM @THEECONOMIST ARTICLE ON "AMERICA'S DECAYING TREASURY MARKET NEEDS A FIX," IS ONE OF MANY REASONS WHY THE US HAS A VITAL INTEREST IN RESTOR

WATCH LIVE: UFC FREEDOM 250 HOLDS NEWS CONFERENCE AHEAD OF WHITE HOUSE FIGHT ON TRUMP'S BIRTHDAY — VIA PBS

NEARLY 7 MILLION STUDENT LOAN BORROWERS REMAIN IN DEFUNCT BIDEN-ERA PAYMENT PLAN: TRUMP OFFICIAL — VIA CNBC

WHAT TO KNOW ABOUT TRUMP'S $100,000 H-1B VISA FEE, AND THE LEGAL REBUKE THAT FOLLOWED — VIA PBS

NORTH CAROLINA TREASURER PASSES ON SPACEX CITING VALUATION CONCERNS; FAVORS OPENAI, ANTHROPIC — VIA CNBC

Americans' Real Wages Are Shrinking As CPI Tops 4% For First Time In 3 Years — via ZEROHEDGE

THE FEDERAL RESERVE ACT SAYS THE PRESIDENT CAN FIRE A FED GOVERNOR "FOR CAUSE."

U.S. CUSTOMS AGENCY, TRADE JUDGE TO SEEK PATH TO FINAL TARIFF REFUNDS — VIA CNBC

CHINA TRADE DEFIES IRAN WAR DRAG AS EXPORTS, IMPORTS BEAT ESTIMATES IN MAY — VIA CNBC

IRAN AND ISRAEL EXCHANGE STRIKES, THREATENING FRAGILE CEASEFIRE — VIA CNBC

THE IMMEDIATE REACTION OF THE US RATES MARKET TO THE JOBS REPORT IS TO TAKE YIELDS UP ACROSS THE WHOLE CURVE.

VIX AT 20.95, IT WAS AT 15.4 YESTERDAY. THIS IS ONE OF THE BOLDEST & MOST ACCURATE MARKET POSTS I’VE SEEN IN A REALLY LONG TIME. @STOCKDATAMARKET

BE WARY OF AN IV CRUSH! CALL OPTIONS CAN ALSO GET DECIMATED EVEN IF THERE’S A GAP UP ON MONDAY IF THE VIX GETS CRUSHED. BE NIMBLE 🤝. HTTPS://T.CO/PEXP

DISPERSION TRADE IS UNWINDING TODAY.

BREAKING: Iran rejects all of Trump's new claims to NYP as "Trump's fantasies" and "completely inconsistent with reality," denying that Iran has been

$SPY RIGHT INTO THE 21 EMA FOR THE FIRST TIME SINCE THE CEASEFIRE HTTPS://T.CO/CXCU8BVZG0 — VIA @JBULLTARD1

BREAKING NEWS: JENSEN JUST ANNOUNCED MICROSOFT HAS FINISHED BRING UP ON THEIR FIRST RUBIN VR200 NVL72 RACK WITH THEIR ODM PARTNER, FOXCONN.  JENSEN AL