Shocking New Poll + Wild Card In Tomorrow's CPI + Elon vs. Apple
Added 2024-06-12 03:53:55 +0000 UTCOptionStrat link: https://optionstrat.com/themaverickofwallstreet
Market Recap:
0:00 Intro
1:10 New Poll: The Economy Stupid
7:00 CPI Preview: The Wild Card
16:40 Elon vs. Apple 24:35 Market Performance: What's Up With Financials?
25:40 Heat Map Analysis: The Sole Winner
27:00 Commodities: Why Gold Miners Lag Behind
29:00 Options: Time For PZZA To Pop?
33:40 Charts: The Important Numbers On The VIX
42:55 Outlook
Outro Music: Casino Funk - Arc De Soleil
Comments
The Second Half of this Decade is going to be the most Violent and considering how bad the First 4 Years has been...being a Teenager today....Sucks to be YOU! Russia To Attack NATO Next? Western Troops In Ukraine By Year-End Says Peter Zeihan Peter Zeihan, Founder of Zeihan on Geopolitics, comments on Russia's likely retaliatory measures following Ukraine's striking of Belgorod using U.S. made long-range missiles, and Putin's endgame. https://www.youtube.com/watch?v=pADC-WGLPMs Major Escalation coming when Putin begins to arm the Houstis with Longer Range and more Leathal land based Anti-Ship missiles. Suicide Drone Boat Hits Bulk Carrier Near Yemen Yemen's Houthi movement might have expanded its weapon arsenal by attacking a bulk carrier in the Red Sea with a suicide drone boat (the first time in this conflict). This marks a shift from the terror group's usual anti-ship ballistic missiles and or kamikaze aerial drones. On X, the British military's United Kingdom Maritime Trade Operations said, "The vessel was hit on the stern by a small craft" about 66 nautical miles southwest of Al Hudaydah, Yemen. https://www.zerohedge.com/geopolitical/suicide-drone-boat-hits-bulk-carrier-near-yemen Armed Conflicts In 2023 Highest Since End Of WWII: Study More armed conflicts took place worldwide in 2023 than any other year since the end of the Second World War, according to a Norwegian study published Monday. Last year saw 59 conflicts of which 28 were in Africa, the the Peace Research Institute of Oslo (PRIO) showed. https://www.barrons.com/news/armed-conflicts-in-2023-highest-since-end-of-wwii-study-7588ca18 Our Apocalyptic “New Normal”: Most Global Conflict Since WWII, Most Billion Dollar Disasters Ever, And Most Hungry People In History Our world is witnessing apocalyptic events so frequently that many of us are starting to become numb to it all. Major wars are raging all over the globe, children in Africa are literally dropping dead from starvation as hunger spreads like wildfire, and “billion dollar disasters” are hitting us more frequently than we have ever seen before. But as long as these tragedies are not affecting us directly, most people don’t really care too much. As the level of worldwide suffering rises, it seems as though hearts are getting colder at the same time. The traumatic events of the past several years have left deep scars, and there are many that prefer to ignore the apocalyptic things that are happening in the world because it is just too much for them to handle emotionally. https://endoftheamericandream.com/our-apocalyptic-new-normal-most-global-conflict-since-wwii-most-billion-dollar-disasters-ever-and-most-hungry-people-in-history/#google_vignette Biden Approves Sending 2nd Patriot System To Ukraine Ahead Of G7 "We’re going to continue to drive up costs for the Russian war machine," White House spokesman John Kirby has said as President Biden departs for meetings with Group of Seven leaders in Italy. The Thursday through Saturday meeting will focus in large part on unveiling new sanctions and export controls against Moscow, particularly the expected widening of sanctions on the sale of semiconductor chips for Russia, but also targeting third parties in China that deal with Russia. Additionally the US will press allies on a plan to use frozen Russian assets to generate profits for Ukraine's defense. "We will announce new steps to unlock the value of the immobilized Russian sovereign assets to benefit Ukraine and to help them recover from the destruction that Mr. Putin’s army has caused," Kirby previewed additionally Tuesday. https://www.zerohedge.com/geopolitical/biden-approves-sending-2nd-patriot-system-ukraine-ahead-g7 What could go possible WRONG Here....If Combat Missions originate from NATO Airfield Putin will Respond. F-16 in Ukraine: quantity, weapons, strategy. Interview with the Air Force Chief of Air Force Command There is a number that will go to Ukraine. There are a certain number of aircraft that will be stored at safe air bases, not in Ukraine, so that they are not targets here. And this will be our reserve if necessary to replace faulty aircraft, during routine work. That is, in order for us to constantly have a certain number of aircraft in the operating warehouse, which will correspond to the number of pilots that we will have. There will be more pilots, there will be more aircraft in Ukraine. https://www.radiosvoboda.org/a/f-16-ukraine-holubtsov/32983173.html#:~:text=%D0%84%20%D1%86%D0%B8%D1%84%D1%80%D0%B0%2C%20%D1%8F%D0%BA%D0%B0,%D0%BB%D1%96%D1%82%D0%B0%D0%BA%D1%96%D0%B2%20%D0%B2%20%D0%A3%D0%BA%D1%80%D0%B0%D1%97%D0%BD%D1%96. Vipers Over Ukraine: What Impact Will F-16s Have In The War With Russia? After the first batch of F-16 fighters and their contingents of pilots and ground crew arrive in the coming days or weeks, Ukraine reportedly expects a total of around 20 pilots to be trained and ready for combat missions by the end of 2024. That is far fewer than Kyiv had hoped due to a reported difficulty in finding space in training courses. A total of 85 of the jets have been promised to Ukraine by NATO members Denmark, Norway, Belgium and the Netherlands. https://www.rferl.org/a/ukraine-f-16-jets-vipers-russia-invasion/32983470.html F-16V (Viper) Fighting Falcon Multi-Role Fighter The F-16V or Viper is the latest variant of the F-16 Fighting Falcon fourth generation multi-role fighter aircraft manufactured by Lockheed Martin. https://www.airforce-technology.com/projects/f-16v-viper-fighting-falcon-multi-role-fighter/?cf-view First Picture Of B61-12 Nuclear Bomb Trainer On An F-16 In Europe Surfaces The B61-12 nuclear bombs are set to replace all existing B61s in shared NATO stockpiles. A picture has emerged showing an F-16 Viper fighter that appears to be sitting at Volkel Air Base in the Netherlands with an inert training version, or "shape," of the B61-12 nuclear gravity bomb under its wing. This offers a rare glimpse into the ongoing work to field America's latest nuclear bomb in Europe as part of NATO's nuclear sharing agreements. https://www.twz.com/first-picture-of-b61-12-nuclear-bomb-trainer-on-f-16-in-europe
Pete
2024-06-12 16:46:59 +0000 UTCConsumer Prices Hold At Record Highs - Up 20% Since Biden Elected The headline consumer price index was unchanged MoM in May - the smallest change since July 2022 - just less than the +0.1% MoM expected. On a YoY basis, headline CPI rose 3.3% (less than the 3.4% exp) - but very much stuck in a range well above the 2% target for over year now... https://www.zerohedge.com/markets/consumer-prices-hold-record-highs-20-biden-elected Soft Landing Happy Dance coming from the Financial Press is right on Q....Got GOLD? Wall Street Reacts To Today's Dovish CPI Shocker: "Down And Out" As we expected in our preview calling for "optimism for a low print", today's CPI delivered the kind of downside surprise that bond bulls and the Fed have been waiting for, as both headline and core came in a tenth lower than expected, largely driven by a 3.6% drop in gasoline prices - the biggest reason why the headline CPI was flat on the month - and as Bloomberg adds, "the miss looks legit, given the shortfall in the actual indices relative to forecast." Indeed, at 0.16% the rise in core nearly rose just 0.1% when rounded. Meanwhile, in what may have been the biggest surprise, supercore services ex housing fell by 0.04%, the first negative reading since September 2021! https://www.zerohedge.com/markets/unequivocally-good-report-wall-street-reacts-todays-dovish-cpi-shocker
Pete
2024-06-12 14:49:07 +0000 UTCJay Powell is like an old time professional stripper: he will only show you a little just to keep your interest and tease you into staying at the bar a little longer.
DrRussphd
2024-06-12 13:32:43 +0000 UTCMav!
Stavros Deriziotis
2024-06-12 12:33:03 +0000 UTCThe surprise will be the fed lowering rates today
Richard
2024-06-12 11:34:44 +0000 UTCThe more these markets go up, the more I should of gone with the David Hunter trade, a market melt up this summer...The WH Administration is obviously distorting numbers, I'm certain CPI this morning will be light, FOMC will also be asleep (shoot wouldn;t surprise me they clue in on a rate drop next time to keep pace of ECB), and markets will kick into high gear....Oh I'm a bear, so will hedge my play...but like Apple yesterday, and ORCL missing earning but pumped on OPenIA...gut feeling markets are still going higher pushed by a few companies
Al
2024-06-12 09:53:09 +0000 UTCAgreed. Bird flu pandemic has been in the works for a while. Wouldn't surprise me if they tried another*wink wink* mail in ballot operation.
Likeπ
2024-06-12 09:41:30 +0000 UTCGreat show Mav, but I take a mainstream media poll with a grain of salt. For example, if candidate X is up 49% and candidate Y is 46%, I think it's actually closer to 59-36. Public needs to believe the race is close for operation ballet stuffing to be successful.
Longrun
2024-06-12 09:22:30 +0000 UTCThanks
Thomas S.
2024-06-12 05:58:09 +0000 UTCThank you
Thomas White
2024-06-12 05:44:27 +0000 UTCThanks Mav ! Future’s UP. They must know something.
cheedoz789
2024-06-12 05:32:28 +0000 UTCThe NVIDIA puts are probably increase aapl
Brad Brad
2024-06-12 04:59:48 +0000 UTC
