All You Need To Know About Nvidia's Earnings: From Goldman And JPMorgan Traders

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"Amid some skepticism, nobody seems keen to bet against the name, on a view that NVDA remains extremely well-positioned"


Away From Earnings By "The Most Important Company In The World", A Lot Is Going On

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Today, markets are only interested in one economy, one field, and earnings from one company, which may or may not be in a bubble. It makes a change from a focus on “Rate cuts!” I guess. But in the real world, there’s lots to think about, politically.


NVDA Options Into Earnings

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Hedging NVDA into earnings...

Super Micro Shares Plunge 15% After Company Delays 10-K, One Day After Hindenburg Alleges Accounting Manipulation

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"Additional time is needed for SMCI’s management to complete its assessment of the design and operating effectiveness of its internal controls over financial reporting as of June 30, 2024..."


These Are Fastest Growing (And Shrinking) Cities In The US & Canada

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Eight of the top 10 fastest-growing cities were in Canada. Only two U.S. cities in Texas, Fort Worth and San Antonio, made the top 10...


Yield Curve Shifts Offer Signals For Stockholders

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The stock market seems to love the idea of the Fed lowering rates before they do so. But, when the Fed lowers rates, the result is not often friendly for stock investors.


Drone Strike Hits Russian Oil Depot Which Lies At A Record 1,500km From Ukraine

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Several oil depots on fire after multiple overnight strikes...

 


Kamala Grants Joint Interview With Walz To Leftist CNN Anchor Dana Bash

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Harris has finally agreed to an interview after weeks of avoiding the press since being anointed...


Futures Flat With Markets On Edge Ahead Of Nvidia Earnings

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“The Nvidia result has become very much like a macro event, in some ways as big as the payrolls and CPI releases in terms of market impact,


Quinn: Countdown To Crisis, Catastrophe, & Collapse

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Fourth Turnings NEVER de-intensify. There will be blood, death, and war on an enormous scale before this Crisis is resolved...


Warren Buffett Continues Dumping BofA Shares

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Warren Buffett's ongoing liquidation of his Bank of America stake comes right before...


Rickards Issues Avalanche Warning

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...which snowflake will trigger the avalanche?


The 8 Oldest People In The World Are All Women

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Do these 'supercentenarians' have any advice for living for so long?


Martin Shkreli Must Give Up Copies Of One-Off Wu-Tang Album, Judge Orders

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Shkreli had to forfeit a one-of-a-kind Wu-Tang Clan album in 2018... now a judge ordered him to surrender any digital copies until a court case is finalized.


Equities edge higher, USD gains & AUD fares better post-CPI; focus today is on NVDA earnings - Newsquawk US Market Open

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  • European bourses are generally firmer, US futures flat/firmer but NQ leads ahead of NVDA earnings after-hours
  • Dollar is firmer, AUD fares best post-CPI & EUR underperforms
  • Bonds are incrementally firmer awaiting impetus from Fed speak and US 5yr supply
  • Crude continues to slip, XAU and base metals hampered by the firmer Dollar
  • Looking ahead, DoEs, Fed's Bostic, Supply from the US, and earnings from NVIDIA, Salesforce, and CrowdStrike

Older Office Towers In Cities Face "Tsunami Of Trouble"

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"Wow... A 345k SF office tower in Baltimore sold for $4M. That's a shocking $12 per square foot." 


Gold - Bull Run Losing Its Shine?

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"Proper" gold moves higher need the GVZ to get excited. We are not seeing that at the moment...

French Left Calls For Mass Protest Against Macron After He Blocks Its Choice For French PM

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A coup: "this election is being stolen from us... the people must get rid of Macron."


Zelensky Hails Successful Test Of First Ukraine-Made Ballistic Missile

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West spent billions seeking to jump-start domestic military-industrial complex...


WHO Launches Global Monkeypox Strategy, Including Strategic Vaccinations

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The plan will last six months—September 2024 to February 2025—and will receive $135 million in funding.