RT Walker⚡️ (@WalkerAmerica)JP Morgan happily banked and laundered money for the likes of Bernie Madoff and Jeffrey Epstein.But if you’re the CEO of a Bitcoin company like @jackmallers, they debank you.Interesting… https://t.co/MNRW8ndnfa ...

So, with seasonality on the horizon, this week's rebound, do we think a year-long rally year end rally is coming. Guy >> gobble gobble. >> I had to say that.Happy hump day. Let's get it out of our system now. >> Okay, it's out. It's amazing.You know, Tim talked about this the other day. The fact that last week we were talking about I was talking about the potential for an outside month to the downside when the S&P 500 was 6,500ish. We had made a new all-time high in the month of November.We were flirting wi ...

Market Overview - Major cryptocurrencies are experiencing slight increases as stock markets rise ahead of the Thanksgiving holiday [1] - Bitcoin rose by 0.8% to $87,800, Ether gained over 0.5% to $2,946, and Solana's Soul token increased by 0.75% to $137 [2] Legal Issues - Families of victims from the October 7th Hamas attacks are suing Binance, alleging the platform facilitated transactions for terrorist organizations [2][3] - The lawsuit claims Binance was designed as a criminal enterprise for global money laundering, with Binance stating it complies with international sanctions [3] Technological Developments - Swiss crypto bank Amina successfully completed a transaction using Google Cloud's ledger technology, showcasing the potential of distributed ledger technology in modernizing cross-border payments [5][6] - Robinhood is expanding its investment in prediction markets, having onboarded over 1 million customers and traded 9 billion contracts since launch [7][8] Market Sentiment and Predictions - The recent crypto sell-off began on October 10th, resulting in over $20 billion in liquidations, leading to a period of market digestion [9][17] - Current market indicators suggest that Bitcoin is near a low, with technical indicators like the RSI showing oversold levels [20] - The Federal Reserve is expected to cut rates in December, with an 80% chance priced in by traders, which could positively impact risk sentiment [10][20] Regulatory Developments - The passage of the Genius Act and ongoing discussions about crypto market structure legislation indicate a high priority for crypto regulation in the US [22][29] - Major institutions are showing interest in stable coins, with a prediction that the stable coin market could grow from $300 billion to potentially $1 trillion in the next year [30][32] Future Outlook - The stable coin industry is expected to see significant growth, with characteristics such as speed, cost-effectiveness, and global accessibility driving adoption [33][34] - The overall sentiment in the crypto market is currently low, but there is optimism for recovery and growth in early 2026 as institutional adoption continues [21][32]

The stock market has soared in recent years on the back of artificial intelligence. According to a recent JP Morgan study, the stocks of companies tied to AI have accounted for about 75% of the S&P 500's returns since November 2022 when Chad GPT launched. But not everyone has participated in the AI stock boom.The richest 20% of US households own about 93% of all stock according to a New York University economist. In other words, poorer households have largely sat on the sidelines as the stock market has cli ...

Market Manipulation & Financial Instruments - The Financial Industrial Complex (FIC) is introducing Bitcoin-backed financial instruments for price manipulation, fee extraction, and volatility harvesting [1] - These instruments can trigger margin calls on Bitcoin-backed loans and create manufactured buy/sell pressure [2] - The FIC aims to control the rules, liquidity, flow, and outcomes in Bitcoin-related investments [3] - JP Morgan's proposed leveraged structured note using BlackRock's Bitcoin ETF allows them to call or extend the note to their benefit, capping investor freedom [4] - If Bitcoin drops 40%, investors bear the loss, while if it explodes by 2028, the FIC captures liquidity, data, fees, and structural advantages [4] - The FIC is testing how far they can manipulate short-term price signals using Bitcoin financial paper [4] - The FIC cannot manipulate the long-term fixed Bitcoin supply, so they weaponize the short term [5] Resistance Strategy - Buying Strategy $MSTR shares is another instrument the FIC uses for influence and price games [5] - The recommended resistance strategy involves self-custody, long-term accumulation, no leverage, no wrappers, and no Bitcoin IOUs [5] - Holding real Bitcoin is how to starve the FIC of the Bitcoin they want to siphon away [6]

Core Insights - Autodesk has shown strong performance post-earnings with a 23% growth in earnings, reporting $267 per share against estimates of $250, and an 18% increase in sales to $1.85 billion, surpassing the $1.8 billion estimate [2][3] - The company raised its fiscal year guidance, increasing EPS estimates by approximately 3% to a range of $10.25, up from previous estimates of $9 to $9.95, and sales estimates to $7.15 billion from $7.07 billion [3] - Workday, in contrast, has seen its stock decline despite reporting a 12.5% increase in sales to $2.43 billion, exceeding estimates of $2.41 billion, and a 23% year-over-year increase in earnings to $2.32 [5][6] - Analysts are cautious about Workday due to a slowdown in organic subscription growth, which increased only 14.7% compared to 14.9% in the previous quarter, leading to lowered price targets from some analysts [7][8] Company Performance - Autodesk's transition from a transaction-based model to a subscription-based model has been successful, contributing to its strong topline and bottom line performance [3] - Workday's earnings growth has outpaced revenue growth, but concerns about organic growth have led to a more cautious outlook from analysts [6][7] Market Context - Jobless claims are at seven-month lows, and JP Morgan is projecting a positive outlook for 2026, indicating a cautiously optimistic market sentiment [8][9]

Core Viewpoint - The article discusses the uncertainty surrounding the existence of a stock market bubble and emphasizes the importance of proper diversification to protect investment portfolios during market corrections [1][2]. Group 1: Market Bubble Discussion - There is ongoing speculation about whether the market is in a bubble, with industry professionals acknowledging that only hindsight will reveal the truth [2]. - The CEO of Nvidia was questioned about the potential AI bubble, highlighting the widespread concern regarding market conditions [2]. Group 2: Importance of Diversification - Proper diversification is essential to safeguard investments against market downturns, and merely owning multiple mutual funds is insufficient [2][3]. - A real-world example illustrates that even seemingly diverse 401k plans can lack true diversification due to concentrated holdings in major stocks [4][5]. Group 3: Analysis of Mutual Funds - Many mutual funds exhibit high concentration, with top holdings representing 23% to over 60% of the fund's assets, indicating a lack of true diversification [5]. - Common stocks held across various funds include Nvidia, Microsoft, Meta, Apple, Alphabet, Broadcom, Amazon, Eli Lilly, and Netflix, suggesting that investors may inadvertently own the same stocks multiple times through different funds [5]. Group 4: Recommendations for Investors - Investors are advised to scrutinize the holdings within their mutual funds to ensure genuine diversification rather than superficial diversity [6]. - The article suggests that there are better investment strategies available beyond traditional mutual funds [6].

Core Insights - Oil prices are predicted to fall to their lowest levels in two decades, with Brent crude oil expected to average $42 per barrel in 2027 due to increased production from OPEC, leading to a supply glut [1][5] - JP Morgan forecasts that without intervention, oil prices could slide into the $30s by year-end, a level not seen since 2004 [2] - The International Energy Agency reported a significant increase in global oil supply, with Saudi Arabia boosting output by nearly 1.5 million barrels per day from January to October [8] Supply Dynamics - OPEC's increased output is aimed at protecting market share, resulting in Brent crude prices dropping from over $82 in January to $62 [2] - The surplus in oil production is expected to rise to 2.8 million barrels per day next year, up from 1.5 million barrels per day this year [4] - Saudi Arabia's production increase aligns with its higher quota, while Russian production has only increased by 120,000 barrels per day due to sanctions [8][9] Demand Trends - Demand for oil is being negatively impacted as Chinese consumers shift from petrol and diesel vehicles to electric vehicles [3] - The increase in oil supply and subsequent price drops are anticipated to benefit consumers, particularly in terms of lower transportation costs [5][6] Economic Implications - Lower oil prices are expected to contribute to a significant decrease in inflation, although global economic volatility may affect this outcome [7] - The International Energy Agency noted a substantial rise in global oil stockpiles, reaching the highest level since July 2021, indicating a potential oversupply situation [8]

Banking & Crypto Relationship - JP Morgan reportedly shut down Strike CEO Jack Mallers' banking accounts without warning, citing "concerning activity" without providing details [1] - Tether CEO suggests Bitcoin will survive while traditional banks may fail [1] - The incident highlights the ongoing tension between traditional banking institutions and the cryptocurrency industry [1] Regulatory & Control - Traditional financial institutions can still control access to banking services, impacting crypto-related businesses [1] - The event underscores the limitations of centralized financial systems compared to decentralized crypto networks [1]

JP Morgan has been discriminating against Bitcoin and Crypto customers since before 2017.This is nothing new. https://t.co/0bBF3vIjGY ...