Vector Equilibrium
@Mercedarians
🇿🇦 Aim for the head. Statistical Arbitrage Trader. Contrarian. Hab Keine Angst ✝️
WOW! U.S. Dollar Index $DXY ripping for its best day since May 12 📈
Top 10 biggest ETFs listed on the JSE. The two World ETFs and the Top 40 ETF keep swapping positions, because of market moves and daily creations/redemption. The NewGold ETF has been in the No.1 position for some time now & at those numbers - it will continue being at the top.
DEFENSE DEPARTMENT IS TESTING ARTIFICIAL INTELLIGENCE TO REDUCE RELIANCE ON VARIOUS VENDORS LIKE PALANTIR $PLTR.. Oh man, could this be the needle that pops the bubble? Over 110x sales multiple and now some bad news looming?? 😬
U.S. Dollar is now used in nearly 50% of global payments, the highest level in more than 12 years 🚨 Euro not so much…
Platinum best performers. Biggest GDP contributer.
Year-to-date the JSE has been driven by stocks that have very little to do with the SA economy. "SA Inc" has been punished hard. At some stage this turns around. I know it is difficult to find any reasons for the trend to change. But remember - narative follows price.
This is a huge week for markets: • Big Tech earnings. • Fed rate decision. • July jobs report. • Aug. 1 tariff deadline.
$NKE attempting its first monthly bull MACD cross in 5 YEARS. 🐂
PGMs: "About 90% of the industry is now making money or just breaking even, versus 40% at the end of last year" says CEO of Valterra. Prices are still not high enough for the industry to consider adding new production. For that, another +50% in price is needed, he said. –Reuters
🚨 TRUMP: WE'LL BE ANNOUNCING PHARMA TARIFFS IN THE VERY NEAR FUTURE
BREAKING: Bill Clinton supposedly went to Epstein Island 28 times, per POTUS.
Alphabet crushed earnings: ✅ +13.8% revenue growth ✅ +22.2% EPS growth Analysts now targeting up to $232 That’s +20% from here. $GOOG
A perfectly functioning commodity market. Quite beautiful when one thinks about it.
Valterra H1 results show how close PGM miners came to the brink. Earnings down 81% and Free Cash outflow of R4.6bn. PGM prices only turned in the last month of the period, June’25.
Platinum has been telling us this for months. We were all sold a bill crazy bill of goods on the coming pace of EV adoption. It was a colossal - media fueled fabrication vs. reality. *just talking about the expected rate of change in incoming adoption relative to 2021 ests.
Beautiful
Platinum has been telling us this for months. We were all sold a bill crazy bill of goods on the coming pace of EV adoption. It was a colossal - media fueled fabrication vs. reality. *just talking about the expected rate of change in incoming adoption relative to 2021 ests.
$NUCOR earnings out today
TRUMP: WE WILL MAKE OUR OWN STEEL, ALUMINUM
JUST IN: The S&P 500 hits 6,400 for the first time in history.