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18 Nov 2024

Donald Trump’s foreign policy team will seek to ratchet up sanctions on Tehran, including vital oil exports, as soon as the president-elect re-enters the White House

https://on.ft.com/48Soa7w Source: FT

18 Nov 2024

THE BIG SWITCH: FROM GOLD ETFs to BITCOIN ETFs

Source: Bloomberg

18 Nov 2024

What IF more and more countries start to build a strategic bitcoin reserve?

Source: Radar

18 Nov 2024

Reports came out yesterday that $NVDA delayed Blackwell AI chips face overheating server issues -- sparking customer concerns over data center deployment timelines.

Nvidia stock is down -3% pre-market Source: Stocktwits

18 Nov 2024

Speculative tech over large cap tech is making a come-back

Source: The Strazza Letter

15 Nov 2024

A great visual by Linas Beliūnas on Brazil's FinTech giant Nubank which just reached 100 million customers in Brazil or ~57% of the adult population in the country 😳

Here are the numbers: 👥 >105 million customers globally (+20.8M Year-over-Year) 🌍 It's now the largest digital banking platform outside of Asia 🇧🇷 It's now the 4th largest financial institution in Latin America 💰 $25.2 billion worth of deposits (+64% YoY) 💸 $2.8 billion in revenues (+65% YoY) 🤑 $487 million in profit (+134% YoY) What is truly exceptional for NU is the following: despite serving more than 105 million customers, its monthly average cost per active customer still remains at $0.9 !!!

15 Nov 2024

🍕 BREAKING: Domino's Pizza stock, $DPZ, soars over 8%

after Warren Buffett discloses new position in the company...

15 Nov 2024

RFK JR. TO BE TAPPED TO “MAKE AMERICA HEALTHY AGAIN” AS HHS SECRETARY

President-elect Donald Trump will nominate Robert F. Kennedy Jr. as secretary of the Health and Human Services Department. RFK Jr., who is a vaccine skeptic and conspiracy theorist, is the son of the late Sen. Robert F. Kennedy, and the nephew of former President John Kennedy. Kennedy, a long time advocate for medical freedom and health, is set to join the administration with a commitment to “shake up” the health system and prioritize Americans’ well-being. Trump’s selection of Kennedy came a day after the Republican president-elect tapped Florida Rep. Matt Gaetz as attorney general.

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