Morning Brief
Discussion List
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Top Posts / Morning Brief!Big bounce in China technology stocks overnight after a dismal year. The Hang Seng Tech index rallied 424 points overnight to close back above the July lows. Seeing stocks like JD and BABA showing big gap ups this morning on their ADRs. Treasuries continue to trade in relatively tame and sideways market. Yesterday's slight PMI miss coupled with poor consumer sentiment / lackluster retail sales have kept fixed income slightly propped up on what was a large rally in the "reopening" …
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Top Posts To Check Out This Morning / Briefvia Briefing: It's going to be a red start for the market after a red finish yesterday. The tails along the recent lows were finally taken out in full-throated fashion into the close yesterday, which has overleveraged positions scrambling to hedge in the futures market overnight. August is notorious for sudden sharp moves -- it comes with the territory when half the market is on vacation, volume is low, and ranges tighten up for stretches each day. Those involved end up using too much size t…
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Top Posts To Check Out This Morning!* Retail sales miss* I share a quick take on the miss on retail sales. * ETF Lay of the Land - Tues 17th August 2021* A lay of the land from an ETF perspective for the Equity markets. Thank you for sharing this everyday, Christopher! * BTC hash power... still bouncing back.* Mat Doe shares the hash rate from Bitcoin after the crackdown from China on mining. * Edge of Tomorrow. 17th August 2021.* Matt gives us the backdrop for whats happening in the Asia-Pac space. Thank you for sharing y…
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Top Posts To Get Your Day Started* July CPI Downside Miss Trade from Weston Nakamura * ETF Lay Of The Land by Christopher Moir * This thread about the best macro play for 5 years. * An Answer to Raoul talks about the dominator getting weaker often. So its not about the DXY getting weaker but the purchasing power ... here can help clarify this for ya boy ? * Fed cannot allow markets to fail from Md Uddin * Longevity research and David Sinclair from Violeta Daskalova * Who doesn't love tight consolidations? A trade idea from St…
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Top Posts To Check OutMarkets mostly choppy this morning. Bitcoin futures continue to hold near highest levels since May after Monday's 7%+ gain and ~50% gain in recent weeks. European indices are trading in positive territory except for the FTSE. Some signs that economic recovery is losing momentum: yesterday's Eurozone investor sentiment saw third consecutive month of decline. Asian equities ended mostly higher on Tuesday. Japan ended with gains on strong corporate earnings and weaker yen, Australia also higher …
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Top Posts To Check Out This Morning!* US Jobs Report Explained by @Weston Nakamura * ETF LAY of the Land - FriYAY! 6th August 2021 by @Christopher Moir * Crypto Amendments to Infrastructure Bill - call your Senators before Saturday vote! by @Andrew Hay * A Sudbury Saturday Night by @Stefan Clulow * Edge of Tomorrow. 6th August 2021. by @Matt Daniell * Here is quick look at crypto trading volume delineated by investor type. by @Ralph Humphrey
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Top Posts To Check Out This Morning* @Amol G shares a video update on his crypto views. * Bank of England is going to start a QE unwind!? Now? Isn't growth slowing down!? Thanks for sharing @Christopher Moir * Africa Energy Backed By Total - Asset Sale Behind The Corner To Triple Your Capital from @Jan Martinek * ETF Lay Of The Land - An ETF Dashboard of factors and sectors from @Christopher Moir * Long SPY Puts from @Stefan Juriansz * @John Kidd asks a question about the the carbon trade.
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Top Posts To Check Out This Morning!* Lamar Wilson join's our own @Ash Bennington and @Weston Nakamura for an exchange exclusive where they discuss all things crypto and Bitcoin. * @Ron MacIntyre asks what the Exchange thinks about Uranium here. Welcomes thoughts from others. * @Weston Nakamura compares the Robinhood IPO to meme stocks! Entertaining to say the least! Can always count on Weston for the contrarian analysis! * @Christopher Moir shares his "Lay Of The Land" which is an ETF Dashboard comparing sectors, fac…
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Top Posts To Get Your Morning Started* ETF Lay Of The Land from @Christopher Moir * US Markets Price Action by @Weston Nakamura * A review of homebuilding by @Sam Colt * @Matt Daniell dives into the Asia-pac action. * @Ralph Humphrey shares the last 24 hour returns of Crypto assets * @Jeremiah S posts another video of the crypto portfolio! * Some technical analysis on volatility from @Stefan Juriansz On my side, I'm keeping an eye on markets here and starting to get defensive. Got a sell signal yesterday on the RTY future …
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Top Posts To Get Your Day StartedWhat an active morning! So much great content, well done gang! * Well first and foremost, we have to give a big shout out to @Jeremiah S for the Crypto Portfolio video. This was great to see some facetime and get some more insight into your thinking! Hopefully more down the line! * Check out @Weston Nakamura and @Brad S on Exchanging Lanes Ep 4. Weston and Brad do a deep dive into the macroscape based on observations from someone who has real insight into what is going on in the economy. * A…
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Top Posts To Get Your Morning Started!* Here's a look at transaction volumes of BTC and ETH from January 2020 to June 2021 as reported by select major exchanges. Thanks @Ralph Humphrey * Nikola Founder Trevor Milton Charged With Lying to Investors. Many thanks for sharing @Claudio Delgado * Market update about BTC + ETH + Altcoins I'm bullish on!. Nice video @Amol G * @John Gribbin asks if anyone knows the status of some legislation regarding Crypto. * Amazing crypto post from @Alex Beckett regarding crypto portfolio allocation…
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Good Morning Exchange, Here Are Your Top Posts To Get Your Day Started!Good morning from EST. Here are some of the top content to get your day started. * Some data out of the Richmond Manufacturing Index where @Claudio Delgado shares some tidbits and metrics that dive deeper into the data. * Get your day started with @Christopher Moir's ETF Dashboard which gives some color on where the market is from sectors to factors. * @Ralph Humphrey shares a post about China telling locals to start BUYING the dip in China equities! * @Matt Daniell's color on Asia-Pac mark…
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Top Posts To Get Your Day Started!* First, get your lay of the land from @Christopher Moir about market happenings and dynamics on the ETF and Factor side. Really great stuff, Christopher. * @Claudio Delgado shares a post regarding the Case-Shiller home index report that has come out. Thank you for the color! * Here is an interesting post from @Weston Nakamura to add context to the content coming out of the Real Vision content about Cathie Wood's views on TSLA et al. * Here is a post from @Kevin Ip regarding the network impac…
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Good Morning Exchange!Good Morning From EST US. US Futures are stabilizing a bit after a couple of bad back to back days with small caps taking it on the chin. Treasuries however have continued to rally with the 10 year trading below the 1.15 level. US 10 Year Yield - Bloomberg Traders have been eying this range for a while as this happens to be the 50% retracement from the reflation trade peak. Something to keep an eye on as yields have driven a lot of the risk flow over the last couple of weeks. Top Posts …