Market Signals

US SUPREME COURT HANDS TRUMP 3-1 DEFEAT IN KEY RULINGS: WHAT WE KNOW - ALJAZEERA

CHINA'S JUNE FACTORY ACTIVITY EXPANDS FASTER THAN EXPECTED; PMI RISES TO 50.3 - SEEKINGALPHA

Nikkei reports on China raising domestic procurement of Semi equipment. In 2025, Japanese SME export to China drop 10%. Especially w/ TEL. As for seve

WHY CHINESE EXPORTERS AND SHIPPING FIRMS REMAIN WARY DESPITE THE US-IRAN PEACE DEAL — via SCMP

TREASURY YIELDS SNAPSHOT : JUNE 26,2026

MARK ZUCKERBERG URGES META TO EXPLORE WORKING WITH POLYMARKET AND KALSHI - NYT

Currently the right side of $MSTR's balance sheet is worth 91% of the Bitcoin and Cash and operating business. The proper corporate finance action wo

SOFTBANK SHARES SLIPPED OVER 12% ON CONCERNS OF OPENAI IPO DELAY — via NIKKEI

TREASURY SECRETARY BESSENT DEFENDS TRUMP IRAN DEAL , SANCTIONS RELIEF

SUPREME COURT RULES TRUMP MAY END LEGAL PROTECTION FOR HAITIANS AND SYRIANS — via LATIMES

NVIDIA (NVDA) PROJECTS $1 TRILLION IN AI INFRASTRUCTURE DEMAND BY 2027 — via YAHOO

QUALCOMM VS. NVIDIA AND DRONES VS. DOGS — via NIKKEI

INFLATION & MONETARY POLICY: If the current consensus across global Wall Street is that the @federalreserve's interest rate policy will be ineffective

My problem with the inflation Bros on here is that they seem to think the Fed has some control panel on the wall with which they can modulate the econ

Pulling a Greenspan means that low unemployment isn't inflationary in and of itself because of productivity growth and therefore you don't need to pul

Ive been posting for years about how if the Fed kept ignoring inflation we would invariably get socialism as a mainstream political movement

TEHRAN PROVOKES TRUMP: MOU DEAL TO END WAR WAS A 'DECLARATION OF US DEFEAT' — via ZEROHEDGE

INSIDE IRAN, WORLD CUP TEAM BRINGS JOY DESPITE UNCERTAINTY AROUND U.S. PEACE TALKS — via NBC

IRAN LIVE UPDATES: TRUMP SAYS 'NO FURTHER NAVAL BLOCKADE' — via ABC

WHAT HAS BRITAIN'S LIKELY NEXT PRIME MINISTER SAID ABOUT TRUMP? — via CBS

IRAN WAR DAY 116: US EASES IRAN SANCTIONS; LEBANON CEASEFIRE HOLDS — via ALJAZEERA

WHY IRAN’S PRESIDENT PEZESHKIAN IS HEADING TO PAKISTAN AFTER US TALKS — via ALJAZEERA

INVESCO BULLETSHARES 2028 CORPORATE BOND ETF DECLARES MONTHLY DISTRIBUTION OF $0.0753 — via SEEKINGALPHA

U.S. STEEL CEO SAYS 'GOLDEN SHARE' WON'T CURB REFORM STRATEGY — via NIKKEI

IRAN PEACE TALKS HAVE BEEN CHAOTIC. BUT CONFUSION HAS ONLY GROWN SINCE THE AGREEMENT WAS SIGNED. — via NBC

CHINESE NVIDIA SUPPLIER POURS $700M INTO VIETNAM PLANT — via NIKKEI

Fantastic response.

"THIS WAS NOT EASY": U.S.-IRAN PEACE DEAL SIGNED IN VERSAILLES — via SEEKINGALPHA

OIL PRICES CONTINUE SLIDE AMID HOPES FOR PEACE, OPENING OF STRAIT OF HORMUZ — via ALJAZEERA

📊 ICE BofA US High Yield OAS: 2.66 bp (-0bp)

📊 ICE BofA US High Yield OAS: 2.71 bp (-0bp)

CHINA OFFERS STAUNCH SUPPORT TO MYANMAR PRESIDENT DURING HIS STATE VISIT — via ALJAZEERA

VANCE SAYS TRUMP IS "VERY SUPPORTIVE" BUT DOESN'T CONFIRM 2028 PRESIDENTIAL RUN — via CBS

WHEN THE CONFLICT IN IRAN BEGAN IN LATE FEBRUARY, IT WAS WIDELY EXPECTED TO LAST ONLY A FEW WEEKS. FOUR MONTHS LATER, WE CAN SEE THAT THE 12-MONTH FOR

A THOUGHT

THE EQUITY VALUATION AND FED MODEL CHART BELOW SHOWS THE DISTRIBUTION OF THE P/E RATIO (TOP) AND THE FED MODEL SIGNAL (BOTTOM). FORTUNATELY, EQUITY VA

A JUDGE INDEFINITELY BLOCKS TRUMP'S 'ANTI-WEAPONIZATION' FUND — AND WANTS IT IN WRITING — VIA QZ

Trump's AI Dividend: Public Payoff Or Preemptive Tech Bailout? — via SEEKINGALPHA

NVIDIA, AMAZON BACK NEURA ROBOTICS’ $1.4 BILLION FUNDRAISE — VIA WSJ

ASIAN STOCKS SLIDE , OIL GAINS AS MIDDLE EAST TENSIONS ESCALATE

MALAYSIA PM ANWAR TO KICK OFF NIKKEI'S FUTURE OF ASIA CONFERENCE — VIA NIKKEI

NDRC CHAIRMAN MEETS WITH INDONESIA'S COORDINATING MINISTER FOR MARITIME AFFAI...

STOCK INDEX FUTURES CLIMB AS TECH STOCKS REBOUND, U.S. INFLATION DATA AND SPACEX IPO AWAITED — VIA YAHOO

TRUMP COURTS BOOS AT HISTORIC NEW YORK NBA FINALS APPEARANCE — VIA ALJAZEERA

GOLD EXTENDS FALLS ON RISING TREASURY YIELDS

TECH GIANT OPENAI FILES FOR US INITIAL PUBLIC OFFERING — VIA ALJAZEERA

IDF STRIKE REPORTED NEAR BEIRUT, SIRENS BLARE IN NORTH AFTER PEACE TALKS IN DC HTTPS://T.CO/QCIARARN8J — VIA @TIMESOFISRAEL

IDF SOLDIER STAFF SGT. ADAM TZARFATI KILLED BY DRONE STRIKE IN SOUTHERN LEBANON

NECESSITY IS THE MOTHER OF INNOVATION.

I DID SOME LOWER BOUND MAFS (H/T @JUKAN05, @ZEPHYR_Z9). 950 LOGIC DIES ARE ≤430MM^2, 2 PER NPU. TSMC HAD 0.09 DEFECTS/CM^2 IN 2019, ON 7NM DUV. ASSUME