Mindblown: a blog about philosophy.
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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
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Morning Economic Report 10-3-25
Daily morning economic update, Live from the CME trading floor https://www.youtube.com/watch?v=mBu-a4jYhjI&t=3s
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Morning Economic Report 10-2-25
Economy update Eurozone unemployment in August rose to 6.3%, up from 6.2% in July and matching the year-ago level. In the whole of the EU, it remained steady at 5.9%. The ongoing US government shutdown provides a boost for gold, which is steady around record highs and sends the dollar lower. Friday’s job data is…
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Morning Economic Report 9-29-25
Economy update The US government will run out of funding tomorrow unless a last-minute deal is struck between the Republicans and the Democrats. The opposition is demanding the reversal of Medicaid cuts, extending subsidies for the Affordable Care Act and restoring funding to public media. Eurozone economic sentiment improved in September, although the outlook for…
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Morning Economic Report 9-26-25
APAC was listless and awaits Wall St reaction for new swathe of Trump tariffs. Unless US production is planned, 100% tariffs will be placed on branded pharma products, 25% on all heavy trucks, 50% on kitchen cabinets and bathrooms and 30% on upholstery. Because European companies have US sectors, their investors are relatively sanguine. Confusing…
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Morning Economic Report 9-25-25
Economy update The Swiss National Bank kept the cost of borrowing unchanged at 0% refusing to implement negative rates due to uncertainties caused by US tariffs. German economic institutes revised the country’s 2025 growth upwards to 0.2%. US 2Q core PCE is expected to be 2.5% and initial jobless claims 235,000. Tomorrow will see the…
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Morning Economic Report 9-24-25
APAC showed the way by opening quietly and defensive as Japan posted a poor Sep Manufacturing PMI of 48.4 v 49.7 in Aug, output was the lowest in 6 months and caution prevails due to uncertain global climate, Services PMI remains firm which is why the poor Manufacturing saw small reaction in the Nikkei. Inflation…
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