Bubble Alert: Nvidia Is Now Bigger Than Apple!
Added 2024-06-06 03:47:43 +0000 UTCOptionStrat link: https://optionstrat.com/themaverickofwallstreet
Market Recap:
0:00 Intro
1:25 Echoes Of 1999: Nvidia Bigger Than Apple
4:05 Macro Brief: Higher Wages & Stagflation
14:40 Morning Brief: SPY, DASH (Day Trading Tips)
19:20 LULU Pumps
21:10 Market Performance: Risk On
22:40 Heat Map Analysis: Apparel Continues To Crush
25:19 Commodities: Crude Out Of The Woods?
26:15 Options: Long LYFT Short BX?
29:50 Charts: Technicals Matter
37:17 Outlook
Outro Music: Monsoons - Johannes Bornlof
Comments
But still very profitable if you have correct position
Ori2024
2024-06-06 17:17:29 +0000 UTCSILVER is Crushing the Bullion Bankster Short position today but the REAL Pain comes when SILVER breaks through $34. This bond-market recession signal has been flashing since 2022, with no downturn The difference between 10- and 2-year Treasury yields has been below zero for more than 480 straight business days https://www.marketwatch.com/story/this-bond-market-recession-signal-has-been-flashing-since-2022-with-no-downturn-88314ae0?mod=bnbh Buffett Issues A Truly Bizarre Warning Warren Buffett is considered by many to be the greatest investor of all time, and each year following his annual Berkshire conference, there is a surge of examination that occurs, investigating every word he says during the conference. This year's attention was clearly centered around this. Berkshire's insane cash pile, and what it could mean for the broader economy. To many people, these developments suggest that Warren is hinting at the fact that a massive economic crash is coming to the United States, and this build-up is to prepare for it. https://www.youtube.com/watch?v=xWeK-Yj9hYI Bank Are In MASSIVE TROUBLE NOW! Gold & Silver Prices Will SHOCK Everyone! https://www.youtube.com/watch?v=tAr6Jfo2G1k Kitco This Ratio Is ‘Screaming’ Sell Gold & Buy This Commodity Instead This ratio is "screaming" sell gold and buy this metal instead, says Larry McDonald, Founder of The Bear Traps Report and New York Times bestselling author of 'How to Listen When Markets Speak' and 'Colossal Failure of Common Sense.' McDonald tells Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, why platinum is a better play. McDonald also explores the coming commodity bull market, sharing his price outlooks for gold, silver, and platinum. https://www.youtube.com/watch?v=X5MB3WTtPk0&t=79s Costco's Gold Bar & Silver Motive Revealed The Cheat Code $200 MILLION Dollars in Sales per Month!!! https://www.youtube.com/watch?v=-BMhZJgkUhY
Pete
2024-06-06 15:36:28 +0000 UTCHey maverick Why don’t I get morning brief anymore?
bledar bardhoshi
2024-06-06 14:36:58 +0000 UTCPrivate Equity Executive Warns Investors: Prepare for Lower Returns on Investments During the SuperReturn International conference in Berlin, Scott Kleinman, co-president of Apollo Global Management, offered a candid assessment of the investment landscape, cautioning investors about the challenges that lie ahead. He pointed out the need for managers to recalibrate their financial expectations in light of deals forged during an era of historically low interest rates. This adjustment is essential given the changing dynamics of financing and consumer behavior. https://theubj.com/business/private-equity-executive-warns-investors-prepare-for-lower-returns-on-investments/ Lenders, Especially Banks, Are Starting to Sell a Lot More Loans on Office Buildings Amid high interest rates and stubborn vacancies lenders appear to be offering to sell substantially more loans secured by commercial real estate properties https://commercialobserver.com/2024/06/bank-commercial-real-estate-portfolio-sales/ CRE Debtholders Are Confronting Increasing Refinancing Risk And Charge-Offs In 2024; Outcomes Will Vary Higher-for-longer interest rates are exerting pressure on asset valuations by pushing ""CAP Rates"" up and weighing on debt service coverage ratios. We expect valuations to drop further in 2024, but they could stabilize as the Fed cuts rates in late 2024. https://www.spglobal.com/ratings/en/research/articles/240603-cre-debtholders-are-confronting-increasing-refinancing-risk-and-charge-offs-in-2024-outcomes-will-vary-13115415 ***Cap rate, or capitalization rate, is the ratio of a property’s net income to its purchase price. It’s an essential number for gauging a property’s rental income potential. Many new real estate investors, for instance, assume that as long as their renters are paying more than their mortgage on the property, they’re golden. But that’s not the case. You also have to factor in your investment dollars, taxes, and other variables. China continues it March to a Liquidity....and soon to morph into a Horrific Banking Crisis....and Chinese Consumers continue to BUY Gold like never before!!! China Property Stocks Tumble Into Bear Market As Beijing's Bailout Fades Three weeks after Beijing announced "historic" measures, including the central bank providing 1 trillion yuan in extra funding, easing mortgage rules, and local governments planning to purchase apartments to clear excess supply, all in a bid to stabilize the worsening downturn in residential property markets, faith in the housing recovery has faltered yet again, as property stocks have tumbled into a bear market. https://www.zerohedge.com/markets/china-property-stocks-tumble-bear-market-beijings-bailout-fades US Risks ‘Forever’ Trade War With China, Roach Says Stephen Roach, Senior Fellow at Yale Law School and former Morgan Stanley Asia chairman, discusses his concerns about US trade policy toward China and his latest assessment of the Chinese economy. He speaks with Yvonne Man, David Ingles and Stephen Engle on "Bloomberg: The China Show." https://www.youtube.com/watch?v=iZNbejkmEQ4
Pete
2024-06-06 14:23:38 +0000 UTCGold is insurance against the risks of 2024, including U.S. election strife, China trade conflict, debt spiral – Ray Dalio Dalio said that history shows that “economic warfare precedes military warfare,” and that while he doesn’t expect an imminent military conflict between the largest and second-largest economies and militaries, on the issue of Taiwan, the one-China policy “will not go on forever.” https://kitco.com/news/article/2024-06-05/gold-insurance-against-risks-2024-including-us-election-strife-china-trade The Next ASSAULT on the US. Dollar....Led by the BRICS Alliance and the BIS CBUAE Launches Multi-CBDC Cross-Border Payment Platform 'mBridge' The Central Bank of the UAE (CBUAE) together with the Bank for International Settlements Innovation Hub Hong Kong Centre, the Hong Kong Monetary Authority, the Bank of Thailand, and the Digital Currency Institute of the People’s Bank of China, have launched the Minimum Viable Product (MVP) platform of the mBridge project – a multi-central bank digital currency (CBDC) common platform for wholesale cross-border payments and settlement. This is the first multi-CBDC platform which has reached the MVP phase, ready for use by early adopters. https://focus.hidubai.com/cbuae-successfully-launches-project-mbridge-minimum-viable-product-platform-for-early-adopters/#:~:text=The%20Central%20Bank%20of%20the%20UAE%20%28CBUAE%29%20together,common%20platform%20for%20wholesale%20cross-border%20payments%20and%20settlement. Russia’s Oil Revenue Surged 50% in May Russia’s oil proceeds increased almost 50% in May from a year ago, with the nation managing to circumvent sanctions and get a higher price for its crude. According to Bloomberg calculations, the country’s oil-related taxes in May clocked in at 632.5 billion rubles ($7.1 billion) with total oil and gas proceeds increasing 39% to 793.7 billion rubles. Russia got $74.98 per barrel for its Urals last month, up from $58.63 a year ago as the blend’s discount to the global Brent benchmark narrowed considerably despite a $60 per barrel price cap imposed by the G-7 https://oilprice.com/Latest-Energy-News/World-News/Russias-Oil-Revenue-Surged-50-in-May.html Ukraine-Russia war – latest: Putin threatens to arm West’s enemies as he talks up Moscow’s nuclear weapons Russian leader earlier called French military trainers in Ukraine a ‘legitimate target’ https://www.independent.co.uk/news/world/europe/russia-ukraine-war-live-putin-weapons-french-troops-b2557694.html World Gold Council Central bank gold buying picks up in April Eight central banks increased their gold reserves by a tonne or more in April. The Central Bank of Turkey was the largest buyer, increasing its official reserves by 8t.2 With 11 consecutive months of buying, the bank’s y-t-d net purchases now total 38t and lift its total official gold holdings to 578t. The National Bank of Kazakhstan (6t), Reserve Bank of India (6t), National Bank of Poland (5t), Monetary Authority of Singapore (4t), Central Bank of Russia (3t) and Czech National Bank (2t) were the other major buyers in the month. https://www.gold.org/goldhub/gold-focus/2024/06/central-bank-gold-buying-picks-april
Pete
2024-06-06 13:48:15 +0000 UTCInflation has NEVER had a Better Friend than a Central Banker...Got GOLD? ECB Cuts Rates For The First Time Since 2019, Does Not "Pre-Commit To A Particular Rate Path" And so, the second G7 central bank to launch an easing cycle in the past 24 hours (the BOC was the first) is in the history books. Moments ago the ECB confirmed that, as widely previewed and expected, it cut rates by 25bps as follows: https://www.zerohedge.com/markets/ecb-cuts-rates-first-time-2019-does-not-pre-commit-particular-rate-path This is a REALLY Bad Sign For the Economy As more weak data pours in on the US economy, the more clarity it offers on the future path of ST interest rates. As that clears up, market rates are moving lower. But why? Mainstream theory demands we consider rates as entirely supply or demand factors (like QE). Yet, the past couple years have thoroughly disproven the idea. Rates are going lower because that's where and what the fundamentals are. https://www.youtube.com/watch?v=6NFcFpl7s5Y
Pete
2024-06-06 12:33:01 +0000 UTCOn "x", there's a worthwhile account to follow @Namzes_G He's been putting out some correlated content to what you've been preaching Mav. His summary yesterday: "new ATH for $SPX $QQQ $SMH - reflecting bullishness of current 80D cycle for the big 3 and most likely higher low around late June. Completely different picture for $IWM $DIA $RSP $ARKK $KRE etc - those haven’t made new highs and most likely will make new lows by end of month. Bifurcated concentrated market requires flexible nibble approach"
Professor Profound Possum
2024-06-06 11:24:08 +0000 UTCMav!
Stavros Deriziotis
2024-06-06 11:02:47 +0000 UTCRecession a few days ago, now we're gonna moon. This market is absurd
matthew riggs
2024-06-06 10:25:00 +0000 UTCCheers Mav...I've gotta say away from NVDA, psychological warfare....plus distorting the entire market place,,,
Al
2024-06-06 09:24:25 +0000 UTCI went to the dump doing some clean up. I drove right in no wait at all. That is weird. Usually have a line at scales in and out.
PapaBryan
2024-06-06 08:53:25 +0000 UTC
