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Denmark-U.S / NVDA earnings miss / JPN Core CPI >US / GDX, SIL, metals strong / TSLA / Month-end flows now

  • Writer: Stéphan
    Stéphan
  • Aug 28
  • 3 min read
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  • Denmark's foreign minister has summoned the top United States diplomat in the country following reports of alleged covert influence operations in Greenland.

  • Markets : NVDA 'as expected?, earnings slowdown, china risk, $60bn sharebuybacks is most of their cash, for now every $10 invested brings $3 of earnings¨¨...cant' last, in reality it's a slight miss, depends on what you want to look at, as always....', India braces for 50% tariffs, GOOG has eliminated 35% of managers last 12months, markets closing on highs at end of August, metals, #GDX and #SIL been performing super well still (finally the penny is dropping..), september next up : FED decision, ECB, French no confidence vote, political crisis possibly, very highly valued and concentrated risk (MAG7 etc)..and much more >>> an easy hedge for Sep/Oct ? buy some #VIX

  • Axios : President Trump is gradually testing, stretching and gutting the independence of America’s major institutions, leaving few stones unturned in his pursuit of unchecked power

  • Russian and Chinese submarines carried out their first joint patrol in the Asia-Pacific, Modi issues buy India-made call as Trump's 50% tariffs take effect

  • Japan’s Core CPI inflation is now ABOVE US Core CPI inflation for the first time in 48 years, excluding periods of sales tax hikes

  • EU to Propose Removing US Tariffs This Week to Meet Trump Demand . The EU will seek to fast track legislation to remove all tariffs on US industrial goods by the end of the week. The European Commission will give preferential tariff rates on certain seafood and agricultural goods, according to people familiar with the matter.

  • US CDC chief fired after weeks in role, challenges ouster as four top officials resign

  • Europe’s Century of humiliation” could be just beginning’ and ‘EU doomed to “irrelevance” in face of US, Chinese competition, Meloni warns’ - as ‘France’s PM warns: “The life of the nation is at stake” over his budget-related no-confidence vote

  • “Don’t be a hero. Don’t have an ego. Always question yourself and your ability. Don’t ever feel that you are very good. The second you do, you are dead.” Paul Tudor Jones




'''when there is an issue with a semiconductor company after a few years of beating consistently, one should beware…!!??... NVDA’s miss in datacenter revs is despite a strong quarter from NVDA's big hyperscaler customers and strong capex expectations'''






















 
 
 

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