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''We hit an air pocket'', proper margin call/ U.S build up Iran / Epstein files / #NVDA halts OpenAi plan! / Who is Warsh ?

  • rmd005
  • Feb 1
  • 2 min read

  • Trump is petrified apparently that someone in his inner circle intentionally leaked the unredacted Epstein files... whaoo some pretty shocking ones out there.. pretty GRIM stuff !!! that's for sure

  • Nvidia halts plan to invest $100 billion in OpenAI, WSJ says

  • Chinese President Xi Jinping calls for the yuan to become global reserve currency

  • Markets : clearly a proper 'margin call' last Friday, MSFT, precious metals, Bitcoin, miners.., we hit an air pocket (expect higher margin requirements ahead, CME etc....), whatever the reasons for last week/Friday, new FED Chair doesn't like QE/wants to reduce FED balance-sheet-maybe, way way overbought momentum in precious metals, meme-stocks like price action lately, it is/was time for a correction/consolidation..JPM closed their short right on the lows (totally normal!!??).. FX pretty quiet in all this (still), equity may well have some troubles ahead....

  • #AI BlackRock said it: “The real constraint isn’t chips—it’s LAND and ENERGY.”

  • Kevin Warsh’s desire to shrink Fed’s balance sheet sets up clash with Trump, say investors..Long-term yields ticked up after president nominated former governor to lead US central bank











Proper margin call!...as expected, but whaooo nonetheless..













 
 
 

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