Investing

The media blamed the market’s selloff on Greenland. The more important driver was Japan. Bitcoin trades 24/7, so a change in the Bank of Japan’s policy can hit risk assets before US markets open. When Japanese yields and the yen move, global leverage gets repriced, and crypto is often the first place that pressure shows […]

Housing data looking to be strong. Mortgage apps with strong DEMAND! $OPEN Mortgage apps continue to show strong demand to low rates. Even the refi index joined the party this week. This was likely too soon to benefit from the MBS spread announcement last week, so we may see further gains. Housing data w/2-3 months

$OPEN Mortgage apps continue to show strong demand due to low rates. Even the refi index joined the party this week. This was likely too soon to benefit from the MBS spread announcement last week, so we may see further gains. Housing data with a 2–3 month lag will be strong. Source: X post https://x.com/RosannaInvests/status/2011455274188730509

The BAD news comes later: Rate cuts dont cure inflation when supply is constrained and deficits remain expansionary. They stimulate demand without expanding capacity. Thats how inflation embeds. And we all know how inflation increases. Stimulating and expanding MS beyond

Critical Difference (But Not a Comfort) US Debt/GDP ~39% in 1967 US Debt/GDP ~120%+ today Then, the system was flexible. Now, its fragile. Higher debt means less tolerance for rates and more pressure to cut too early. Financialization: LOW in 1967, Extremely HIGH Now

The 1967 rate cuts show how policy can manufacture a rally before the bill arrives. Phase one was a bull market. Stocks surged, confidence returned, the Fed-will-fix-it narrative dominated, and valuations expanded. By 1969, wage growth accelerated, commodities surged, and inflation re-ignited. The Fed reversed course aggressivelybut too late. What followed was stagflation: high inflation,

A very positive outlook for 2026! 2026 is set to rip, driven by: Trillions of investment Massive deregulation A pro-growth Fed The biggest tax cuts since 2017 All while deportations cut housing costs and crime rates. Of course, journalists will keep promising breadlines and soup kitchens.

This is what a restructuring and turn around story is about. Reducing costs and increasing efficiency that improves bottom line by widening their margins! $OPEN Yesterday we shipped a change that reduced our costs for running large-scale experiments with multi-year backfills from $23M to less than $1,000, and cut processing time from 34 hours to

IREN’s latest financing question is less about whether the company can raise capital and more about what that capital buys. The bull case is not simply Bitcoin mining. IREN has spent years assembling power, land, and data-center capacity in places where electricity can be contracted and expanded. That infrastructure is now being repositioned for AI

Are we bullish $IREN or what?! Year of Magical Investing is back. Sell any company NOW that is doing a financing (a la IREN) or has big insider selling… Stay close here!!! No one else will call this stuff… but i have 1999-2000 encyclopedia in my head from when they still used them. Investors must