Mindblown: a blog about philosophy.
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Morning Economic Report 2/19/25
Markets around the globe make little headway. Trump warns on not only 25% tariff for autos but now on pharma and semiconductors by Apr 2. Japan’s exports and machine orders were a touch disappointing. New Zealand RBNZ cuts by 50bps as expected, predicts futures cuts will be in 25bps increments. China bourses still enjoying strength […]
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Morning Economic Report 2/6/25 (Updated)
The lack of further tariff news, the partial walking back by officials of Trumps Gaza outburst and better risk profile in tech gives Wall St a bid into APAC and European bourses continue in highs. Even though China starts WTO complaint process, it has little effect. Markets mull the increased ADP employment data but decreased […]
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Morning Economic Update
Global bourses tumble on US tariff news. Indices in South Korea, Australia finished down 2%, HNGS -1%, NIKK -3% before futures see some recovery. Europeans are broadly -1.5% and US futures between -1.5-2.5%. Trump continues antagonistic rhetoric and lines up EU as well calling trade deficit an ‘atrocity’. Contagion ensues in risk, yield rise, BTC […]
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US PCE Price Index YY * (Mar) 2.7% vs. Exp. 2.6% (Prev. 2.5%)
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US Core PCE Price Index MM * (Mar) 0.3% vs. Exp. 0.3% (Prev. 0.3%)
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Option plays for Microsoft (MSFT) earnings and beyond
I am thinking of doing a study channel or AMA for people who want to ask questions about option trading (I have been doing this professionally since 1986) but if you regards are interested in that then DM me, if there is interest then I will do it…. Anyway, on with Microsoft… Chart doesnt look […]
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Option plays for Tesla (TSLA) and beyond
After they put out their sales disaster we were pretty bearish and suggested 2 trades, the July 140/150/160 put fly for 95 cents which is now $1.05 and the August 100/115ps for $1.45 which is now $2.40, (both including costs)… IT is still not looking healthy and with a weak looking S&P I can see […]
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Option plays for Netflix (NFLX) earnings and beyond
So this Thursday we have Netflix once again….did David Benioff and D.B. Weiss’ adaptation of the Three Body Problem, boost or hurt the streaming giant…. a grind higher but are we about to move? After the previous jump after earnings we have been slowly grinding higher (last time out we got in and out of […]
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US Core CPI YY, NSA* (Mar) 3.8% vs. Exp. 3.7% (Prev. 3.8%)
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US Core CPI MM, SA* (Mar) 0.4% vs. Exp. 0.3% (Prev. 0.4%)
Got any book recommendations?