wanna know the worst thing about today’s price action? the stock market falling should be causing yields to fall because people would be rotating to bonds… but yields are up, meaning people are selling stocks AND bonds which is *literally* the worst case scenario in this macro

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1. #1

   $TSLA We just witnessed history folks.

   amitamit @amitisinvesting · 3 天前

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2. #2

   if you're wondering why the 10-year is down today even though CPI had a horrible print...which should be causing yields to go up because that means we have a higher chance of a ra…

   amitamit @amitisinvesting · 5 天前

   
3. #3

   $CRWV DA Davidson analyst Gil Luria @gilluria on the @ProfGMarkets podcast speaking about CoreWeave: "This is like an individual investor taking a margin loan at 9% to buy treasur…

   amitamit @amitisinvesting · 5 天前

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4. #4

   oh boy...CPI is bad 3.7 headline vs 3.6 expected 2.6 core vs 2.5 expected the worst thing is that the expected numbers were already higher than the numbers from August, so these m…

   amitamit @amitisinvesting · 5 天前

   
5. #5

   PAUL TUDOR JONES TODAY: - "2027 is going to be a very challenging year for the market." - "Right now feels exactly like 1999, for me it’s just so clear that we’re on this path tha…

   amitamit @amitisinvesting · 6 天前

   

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