PIV Fund
Only human in PIV Fund in #Energy #Bitcoin #USD Posting my own hedge/invest memo for introspect. go for coding, joking and diverting community notes.
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CIRCLE CURRENT: $89 (STARTS TRADING AT $66, VS IPO PRICE $31)
U.S. Dollar Index staying below 99 looks inevitable.
👀
what’s the next big shot?
what’s the next big shot?
Gold gains +1.5% to $3,280.
(Bitcoin and gold have shown a strong negative correlation since April 21.)
(Bitcoin and gold have shown a strong negative correlation since April 21.)
5/19 Pre-Market
- Bitcoin down -3,2% to 103,000
- DXY down -0.7% to 100.1
- SPX down -1.1%
- Nasdaq down -1.5%
- VIX jumps +13% to 19.5%
- US 10-Year Treasury and 30-Year Treasury gain +2.5% to 4.55% and 5.02%
- Bitcoin down -3,2% to 103,000
- DXY down -0.7% to 100.1
- SPX down -1.1%
- Nasdaq down -1.5%
- VIX jumps +13% to 19.5%
- US 10-Year Treasury and 30-Year Treasury gain +2.5% to 4.55% and 5.02%
Core PCE MoM 0%, Previous, 0.4%
(5 Year Low, lowest since April. 2020)
(5 Year Low, lowest since April. 2020)
U.S. GDP Growth QoQ fell -0.3% from previous +2.4%, market expects +0.3%.
Main contribution comes from strong imports(-5%) amid tariffs uncertainty.
(Last negative report is Q1 2022 with -1%)
Main contribution comes from strong imports(-5%) amid tariffs uncertainty.
(Last negative report is Q1 2022 with -1%)
Karoline Leavitt: AMAZON SHOWING TARIFFS ON EACH PRODUCT IS A HOSTILE AND POLITICAL ACT
don't have $AMZN, but what?
don't have $AMZN, but what?
For trade deal, who faces greater pressure?
**BESSENT: NO UNILATERAL OFFER FROM TRUMP TO CUT CHINA TARIFFS
**BESSENT: DECLINES TO COMMENT ON WSJ STORY ON LOWERING TARIFFS ON CHINA, BUT WOULD NOT BE SURPRISED IF THEY WENT DOWN IN A MUTUAL WAY
**BESSENT: FULL CHINA TRADE DEAL MAY TAKE 2-TO-3 YEARS
**BESSENT: DECLINES TO COMMENT ON WSJ STORY ON LOWERING TARIFFS ON CHINA, BUT WOULD NOT BE SURPRISED IF THEY WENT DOWN IN A MUTUAL WAY
**BESSENT: FULL CHINA TRADE DEAL MAY TAKE 2-TO-3 YEARS
SPX +2.5%
DXY +1.3%
BTC +6.8%
Gold -1.3%
IMO only thing has changed today in market is the tone of Trump.
DXY +1.3%
BTC +6.8%
Gold -1.3%
IMO only thing has changed today in market is the tone of Trump.
The U.S. Dollar Index has fallen below 99, currently sitting at 98.6 — its lowest level since March 2022, when the Federal Reserve implemented its first interest rate hike since 2018.
A 9% drop year-to-date, meaning, any asset with less than a 10% gain is actually losing value in terms of U.S. dollar purchasing power.
But we can zoom out.
A 9% drop year-to-date, meaning, any asset with less than a 10% gain is actually losing value in terms of U.S. dollar purchasing power.
But we can zoom out.
CHINA FINANCE MINISTRY: TO IMPOSE ADDITIONAL 50% TARIFFS, TO 84% ON U.S. GOODS, CCTV
1-YEAR RETURN AFTER 4 MAJOR NASDAQ DIPS
2009/3 - 2010/3
Nasdaq +85%
Gold +21%
2018/12 - 2019/12
Nasdaq +47%
Gold +21%
Bitcoin +92%
2020/03 - 2021/03
Nasdaq +85%
Gold +6%
Bitcoin +849%
2022/10 - 2023/10
Nasdaq +32%
Gold +21%
Bitcoin +56%
2009/3 - 2010/3
Nasdaq +85%
Gold +21%
2018/12 - 2019/12
Nasdaq +47%
Gold +21%
Bitcoin +92%
2020/03 - 2021/03
Nasdaq +85%
Gold +6%
Bitcoin +849%
2022/10 - 2023/10
Nasdaq +32%
Gold +21%
Bitcoin +56%
Despite the plunge, the Nasdaq now has a much higher chance of gaining 20% this year with a moderate EPS.
This comes as it has only recovered 80% of its year-to-date drop.
This comes as it has only recovered 80% of its year-to-date drop.
Daily routine of this week
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