johnn.bsky.social
Purveyor of Fine Financial Products to Traders Across the Country
fintech investor
NYC tap water fan #Fintwit refugee, lets go #finsky
316 posts
387 followers
499 following
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• GDP forecasts revised downward (~2% from ~3% over the past two years)
• Market sentiment shifting toward concerns about economic deceleration
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Notes that the current lack of regulatory clarity has created an environment where "jokers and thieves thrive, while legitimate crypto projects struggle."
www.sec.gov/newsroom/spe...
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Leveraged ETFs forced to rebalance, leading to -$12.9B in selling, particularly in MegaCap Tech
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Increased downside hedging and volatility spikes, with a surge in SPX put buying and options skew steepening.
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Financial advisors increasingly partner with model portfolio providers, using their models as a foundation while tailoring them to meet specific client preferences.
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It's not as easy as that though. China is the world's manufacturing operating system, where everything is available to make. Not so in these other places. Supply chains have to be much more complicated.
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Year-to-Date (YTD) Gains: +7.5% via SPDR Gold Trust (GLD), showcasing its traditional role as a safe-haven asset.
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While wholesalers may eventually restock, the continued inventory declines signal cautious demand. Future trends will depend on broader economic shifts in consumer spending, interest rates, and global supply chain dynamics.
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Tomorrow, markets focus on the FOMC decision at 2 PM.
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In fact, open source is more of a cultural behavior than a commercial one, and contributing to it earns us respect. There is also a cultural attraction for a company to do this.”
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Over-Provisioned Compute: If DeepSeek-style optimizations spread, the AI industry’s overall compute demand may decrease, reducing Nvidia’s sales growth.
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Customer Cost Sensitivity: Nvidia’s GPUs are expensive compared to emerging alternatives, creating opportunities for competitors.