The Great Breakfast Bear Market
Source: Jim Bianco @biancoresearch
Hedge Funds have cut their exposure to Magnificent 7 stocks to the lowest level in 2 years 👀
Source: Barchart @Barchart, Goldman Sachs
The price of copper is likely to set new records this year at $12,000 or more a tonne
according to several of the world’s largest trading houses, lifted by growing global demand and the threat of US President Donald Trump’s trade tariffs. Source: FT
If Goldman is wrong and the market has priced in all the downside of April 2 (and then some)
it is possible that stocks will continue to rally, which means that the analogue chart between Trump 2 and Trump1 will remain valid. Source: www.zerohedge.com, Bloomberg
The S&P has closed above the 200-day moving average... WE DID IT! $SPY
The Great Market Crash of 2025 • Born: March 2025 • Died: March 2025 ??? Source: StockTwits
At over 500,000 bitcoin, MSTR has a larger bitcoin treasury than any company on earth today.
Source: @Saylor on X
As our proprietary charts of M2 proxy (10 weeks advance) vs BTC and S&P500 suggested on Friday
The bottom could be near for risk assets as the lagged effects of a weaker dollar on global liquidity will provide a support to stocks and BTC Yesterday's advance seem to corroborate these findings. Source: Bank Syz
National Capitalism and the Trump Effect on Investment Pledges in the US 👇
Hyundai — $20 Billion UAE — $1.4 Trillion Saudi Arabia — $600 Billion Apple — $500 Billion Softbank, Open AI, Oracle — $100 Billion Nvidia — $100 Billion + Johnson & Johnson — $55 Billion Taiwan Semiconductor — $100 Billlion CMA CGM Group — $20 Billion Eli Lilly — $27 Billion Merck — $1 Billion GE Aerospace — $1 Billion Roughly $ 3 Trillion in new direct investment into America in the first few weeks of the Trump Administration. Source: Charlie Kirk @charliekirk11, FoxNews
