Moonstone Capital
@MoonstoneCaptlProfessional Traders from the outside, looking in. News Alerts & Alpha. Filter the Noise Join the Moonstone Discord: https://t.co/xr2XpwYbgS
Important
BREAKING: The 30-year Treasury yield has surpassed the Fed Funds rate for the first time since Q4 2022. This comes as the 30-year Treasury yield has risen ~60 basis points over the last 2 months. At the same time, the Fed has cut rates two times, from 5.50% to 4.75%. In…
wow
As of 2010, there are over 70,000 pages of tax regulations. I think we can safely condense this.
The American people deserve Free Speech on the internet
Facebook, Google, Apple, Microsoft & others have played central roles in the censorship cartel. The Orwellian named NewsGuard along with “fact checking” groups & ad agencies helped enforce one-sided narratives. The censorship cartel must be dismantled.
The Biden administration is weighing a last-ditch push for an international agreement that would restrict financial support for foreign oil and gas projects trib.al/LcIqJMJ
I’m really struck by how big the presence from China is here at APEC. Biden is coming to represent the US, but he’s a lame duck president and Trump is the elephant in the room. Meanwhile, China’s Xi is inaugurating a huge, modernized port here that they helped finance.
Leaders from around the world gather in Peru for the APEC conference as the country looks to lead trade relations with Asian nations. @lisaabramowicz1 has more trib.al/rTIsziJ
oof
Good morning from #Germany, a country losing ground in the new Trumpian world order. Germany’s decline is evident in stock markets: the total market cap of German comps as a % of global market cap has dropped <2% again. Only two German companies – SAP and Siemens – are ranked…
🚨 JOE ROGAN: “Obama during the Kamala Harris campaign really changed my opinion of him. I used to have a high opinion of him as an intelligent person. I thought he was just caught up in the system. Watching him straight up lie about Trump, with the ‘very fine people,’ thing, the…
college in a nutshell
CEO of Palantir, $PLTR, Alex Karp: “You are sitting at your elite school pretending that because you watched TikTok twice and got an A+ on some crazy paper, because your professor couldn’t get a job anywhere else, that you actually understand the world.”
😂😂
Credit to Jake Paul + Mike Tyson for pulling off one of the great cons of century. I shoulda put 10 million on Jake. Not cause he's good but cause he fought a senior citizen. I would say everybody involved should be ashamed but I'd take the money it too if I could. #TysonPaul
BREAKING: It wasn't worth it anyway.
Dear Netflix... Please talk with Elon and ask him how he built his Memphis supercomputer, “Colossus,” featuring 100,000 Nvidia H100 GPUs, in lightning-fast time... Cause you all need some help...
BREAKING🚨 IT’S OFFICIAL GARY GENSLER WILL BE RESIGNING ON NOVEMBER 18TH, 2024
🚨MAJOR COMPANIES RETURN TO ADVERTISING ON 𝕏 IBM, Disney, Comcast, Discovery, Warner Bros, and Lionsgate Entertainment have reportedly resumed ad campaigns on 𝕏 after an almost year-long boycott. The return is attributed to @lindayaX leadership, as she rebuilds trust and ad…
They are openly trying to count illegal ballots in Pennsylvania! Unreal …
🚨🚨🚨#BucksCounty Democrat Commissioners violate the rule of law and ignore PA Supreme Court ruling! Democrat Commissioners Diane Marseglia and Bob Harvie voted today to count illegal ballots, against PA Supreme Court ruling, in an attempt to aid former Senator Bob Casey.…
As the US housing market becomes increasingly unaffordable for buyers, Americans are increasingly becoming renters. More than a third of respondents to a Fannie Mae survey said they'd rent if they moved, a record share. bloomberg.com/news/articles/…
Latest update for Fed’s Senior Loan Officer Opinion Survey (SLOOS) shows no net tightening for large/medium firms … still net tightening for small firms
YTD laggards underperformed today (led by Materials), while winners outperformed (led by Comm Serv) … small caps fell sharply relative to large caps and while they’re still leading MTD, they continue to lag YTD
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