Trade Watcher

05 May 2025 20:20

TRUMP: CHINA WANTS TO MAKE DEAL 'VERY BADLY'

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Trade Watcher

05 May 2025 18:35

Trump has called for the reopening of Alcatraz — the infamous island prison in San Francisco Bay that once held figures like Al Capone and closed in 1963.

If serious, this move looks symbolic — a signal of coming hardline policies and political messaging around punishment and control.

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Trade Watcher

05 May 2025 17:52

India offers zero-for-zero tariffs on both auto parts and steel from the United States.

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Trade Watcher

05 May 2025 17:22

BREAKING: The US has rejected Japan's request for full exemption from "reciprocal" tariffs.

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Trade Watcher

05 May 2025 16:36

$NVDA is reportedly considering adding $BTC to its balance

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Trade Watcher

05 May 2025 15:46

U.S. April Services PMI revised down to 50.8

The final S&P Global Services PMI for April came in at 50.8, slightly below expectations (51.2) and the flash estimate (51.4).

Composite PMI was also revised lower to 50.6, signaling softer-than-expected activity across both services and manufacturing.

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Trade Watcher

05 May 2025 14:53

JUST IN: Skechers to be acquired by 3G Capital

Skechers has agreed to a buyout deal with 3G Capital, sending its stock up 24% in premarket trading.

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Trade Watcher

05 May 2025 13:37

Peter Navarro: That is the best negative [GDP] print I have ever seen in my life.

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Trade Watcher

05 May 2025 11:01

Trump claims $9T in investments is coming to the US and dismisses recession concerns.

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Trade Watcher

05 May 2025 09:03

President Trump imposes a 100% tariff on all movies produced outside of the US.

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Trade Watcher

05 May 2025 07:35

Waiting for the overnight market to open…

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Trade Watcher

04 May 2025 19:32

🐋 Hyper Whale goes ultra short on $BTC

James Wynn opened a $120M short position on Bitcoin using 40x cross leverage.

Tracked on-chain.

High risk, high conviction — eyes on this move.

Trade Watcher

04 May 2025 16:07

Brazilian stocks:

A major breakout is in the making, in my view.

Markets are just starting to wake up to the idea that Latin America could be among the biggest beneficiaries of ongoing global trade realignments.

It’s worth emphasizing:

By nearly every fundamental metric, Brazilian equities are currently trading near historical lows in valuation.

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Trade Watcher

04 May 2025 12:16

Buffett on markets, cash, portfolio management, and opportunism.

“ I wouldn’t do anything nearly so noble as to withhold investing myself just so Greg can look good later on.”

- Warren Buffett…

…on the conspiracy that he’s built $330 billion of cash to give a blank sheet to his successor, Greg Abel.

Says he would happily invest $100 billion tomorrow, but “the one problem with the investment business is things don’t come along in an orderly fashion.”

The old man has still got it. Worth the listen.

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Trade Watcher

04 May 2025 10:26

China opens the world’s first AI hospital

Beijing’s new “Agent Hospital” is run entirely by AI — with 14 robot doctors and 4 virtual nurses treating up to 10,000 patients in days.

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Trade Watcher

05 May 2025 19:17

Netflix $NFLX brought in $2.7 Billion of Free Cash Flow in Q1 its highest ever FCF in a single quarter

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Trade Watcher

05 May 2025 18:21

Palantir Technologies $PLTR reports earnings today!

Investors are focused on commercial growth, gov deals, & AI.

Take advantage of the stock's expected volatility

Sentiment is still Extremely Bullish, but has dipped slightly today

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Trade Watcher

05 May 2025 17:34

Trump administration says it will pay immigrants in the United States illegally $1,000 to go home, per AP

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Trade Watcher

05 May 2025 17:08

$BABA is quietly becoming one of the most asymmetric AI bets on the market.

• Trading at just 9.4x forward P/E
• Holds $78B in cash, zero debt
• Cloud Intelligence grew 21% YoY
• China just committed $47B to AI infrastructure
• US-China trade thaw reduces regulatory overhang

Burry holds a 23% weighting of $BABA in the fund. The stock is up 48% YTD.

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Trade Watcher

05 May 2025 16:01

Warren Buffett said he was retiring at the end of this year from Berkshire.

$BRK.B is down 5% today.

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Trade Watcher

05 May 2025 15:39

A red morning

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Trade Watcher

05 May 2025 14:26

Apple has begun a four-part corporate bond issuance — likely aimed at helping fund its newly announced $100B share buyback, the largest in the company’s history.

The move comes just days after its May 2 earnings report and reflects a classic strategy: borrow at scale to return capital to shareholders.

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Trade Watcher

05 May 2025 12:17

Still trying to make money, mfckers?
#retire

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Trade Watcher

05 May 2025 09:47

Update on the Taiwan setup.

$TWD just ripped higher — possibly pricing in some kind of deal with the US or China.

But under the surface, it’s not all bullish.

• Taiwan life insurers are getting crushed — they hold USTs but have TWD liabilities, and don’t hedge
• Stronger $TWD = serious P&L pain
• Foreign bond exposure is massive
• If tensions escalate, liquidity risk spreads beyond semis

Sometimes the real volatility doesn’t start on the front page — it’s buried in FX and insurance books.

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Trade Watcher

05 May 2025 08:57

US Dollar Cycles Since 1977

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Trade Watcher

04 May 2025 20:24

Since 1964, Berkshire Hathaway has delivered a staggering return of over 5,500,000%

That’s 5.5 million percent…

To put it in perspective: a $10,000 investment back then would be worth $550 million today

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Trade Watcher

04 May 2025 17:51

– Trump: I’m not seeking a third presidential term
– Trump: I won’t fire Fed Chair Jerome Powell before his term ends in 2026

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Trade Watcher

04 May 2025 14:21

AI in 2025: From Tool to Life Coach

AI is now used more for therapy and emotional support than for search. It helps people organize life, find meaning, and stay healthy.

Rising fast: coding (+42), image creation (+53), health tips (+65).
New in 2025: kids’ games, corporate LLMs, student essays, trip planning.

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Trade Watcher

04 May 2025 10:46

Me in 2009 instead of buying Bitcoin

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Trade Watcher

04 May 2025 08:35

According to Polymarket, Google ($GOOGL) held the top AI model in April — ranked #1 by arena score on the LLM Chatbot Arena leaderboard.

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