Eliant Capital
@eliant_capital
L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial Advice
open.substack.com/pub/eliantcap/… Created a substack which is a lot more in depth on all the markets with some individual names as well.
The next 'art of the deal' is the Fed's Independence eliantcapital.com/p/the-week-ahe…
TRUMP ON CHINA: XI HAS INVITED ME TO CHINA Here comes the handshake
Besides being a beneficiary to $NVDA, it’s a clear testament that relations between the U.S. & China continue to improve… how long before we get the public Trump & Xi handshake?
US Treasury Secretary Bessent: By Q1 2026, we're going to see GDP growth at 3% or more.
The recent run-it-hot mantra continues to be more obvious by the day… Coming into the year, one of the bigger bear cases was the administration cutting down the deficit / reducing spending & creating a ‘detox’ for the economy… Now, the administration has done a complete-180 &…
Fun fact but since Google had its freakout of being an “AI-loser” back in early May, it’s been the second best performing of the Mag-7 besides Nvidia.
No, this isn’t Hollywood. This is Google Veo… 100% AI. The line between real and generated just vanished. $GOOGL
