Mindblown: a blog about philosophy.
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Fixed Income Morning Ecconomic Report, 6-15-26
Fixed Income Markets rise as the US and Iran agree to a framework peace deal, which has led to continued and sustained pressure in the crude complex. In brief, the US and Iran have reached a framework peace agreement; the US will lift its naval blockade, and Iran will reopen the Strait of Hormuz. However, […]
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Fixed Income Morning Economic Report, 6-8-26
Global fixed income markets are entirely in the red this morning, dragged down by higher energy prices after Israel struck Lebanon with fresh strikes, which led to retaliation from the Iranians. Following the recent attacks, President Trump suggested that the announcement of a deal with Iran was set for this week, but now new fighting […]
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Fixed Income Morning Economic Report, 6-4-26
Fixed income markets are mixed as energy prices cool a touch after President Trump said Iran negotiations are going well, with him suggesting a deal could happen over the weekend. Though noted that it could go another two or three weeks. Separately, reports suggest that Israel and Lebanon agreed to a ceasefire, though recent reports […]
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Fixed Income Morning Economic Report, 6-2-26
Fixed Income markets are stronger across the board, facilitated by a pullback in energy prices after some positive-leaning geopolitical newsflow. Trump suggested that talks with Iran are continuing at a rapid pace, adding that he thinks an agreement will be made with Iran to extend the ceasefire over the next week. As for price action, […]
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Fixed Income Morning Report, 6-1-26
A softer start for fixed income as the energy space climbed in European hours, given a handful of detrimental updates on the US-Iran situation. Since, the press conference from Iran’s spokesperson has provided further support to energy, with Araghchi noting that no negotiations have taken place on the details of the nuclear issue. USTs are […]
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Fixed Income Daily Morning Economic Report, 5-29-26
5-29-26 Fixed income markets ease modestly off the post-Axios peaks on Thursday and continue to await the assessment of US President Trump on the MOU(Memorandum of Understanding, they couldn’t just call it a peace deal?). Note, a recent dip in energy has provided some modest support. USTs are at 109-26+ in the middle of a […]
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Fixed Income Morning Report 4-21-26
Focus has been on the volatile geopolitical environment, with attention on developments surrounding US-Iran second round talks. Initially, there were reports via a Pakistani source which suggested that the US-Iran delegation teams had arrived in Islamabad, however, Iranian State TV pushed back on these claims calling them “baseless” – they said that Iran “has not […]
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UPDATE: NVDA Options Play
Well, there you have it everyone. Nvidia beat their earnings, (Revenue: $57.01 billion(est $54.92 billion), up 62%, EPS: $1.30(est $1.25)). Unfortunately, this only briefly helped the markets. The rally was short lived, and we saw bleeding across the board. Stocks, cryptocurrency, and ETF’s were all in the red, and it seems the sentiment has shifted. […]
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It Might Be Time to Panic
Options Plays for NVDA Earnings and Beyond It’s time to sound the alarm, but you must not panic. Well maybe panic a little bit but keep it together, there’s money to be made or saved. The AI boom has led the way for the charging bull S&P 500 which recently hit all time highs on […]
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The Week Ahead 10-6-25
A look ahead to this weeks happenings https://www.youtube.com/watch?v=rgyf4lcG49o&t=1s
Got any book recommendations?