Elon Musk- “A friend made me watch rocket explosion videos. she just didn’t want me to lose all my money.”Good friends don’t sugarcoat risk they queue the fails https://t.co/0X0iTiwHUx ...

Investment Guidance - The document provides guidance on navigating the complexities of private market investing [1] - Key aspects include understanding risks, eligibility criteria, and portfolio fit for clients [1] Private Market Focus - The content is relevant to clients interested in private market investments [1]

Market Overview & Growth Indicators - HSBC suggests remaining "risk on" for the final four months of the year, indicating a positive outlook on market risk [1] - The US is showing signs of growth reacceleration, particularly in high-frequency indicators like credit card spending and retail sales [2] - High-frequency indicators across labor, consumption, and manufacturing sectors are showing signs of pickup since late June/early July [3] - Expectations for the second half of the year (H2) are low, creating a low bar to surpass [4] Labor Market Analysis - Official labor market data is tricky due to a strong reversal in immigration flows, making it difficult to pinpoint the break-even payroll number [7] - A payroll number around 50,000-70,000 might be enough to keep the unemployment rate steady or even lower, given immigration flow reversals [7] - The focus is on the unemployment rate, which, if steady, suggests the labor market isn't in significant trouble [8][9] Investment Strategy - The rally is expected to broaden out beyond AI and tech, with more economically sensitive sectors starting to participate [5]

The seasonality aspect is something we talk about post Labor Day a lot because since the 1950s it has been depending on time frame either the worst or one of the worst. If you juxtapose that with all of the market catalyst that we are anticipating for the coming few weeks. Do we think this is a weaker setup that deserves paying more attention to this time around.Uh I think most likely yes. I mean you know why do we have that seasonality. People people go away they go on vacation.They take a few weeks and th ...

US features a pretty flat European features that kind of mix. But Asia has been weak as a result of selling of tech stocks. But for Alibaba, it's a lot of mixed signals going into today's European session, I suppose.Morning. Yeah, well, we are definitely seeing a bit of a rout there coming over from Friday and with with the stocks leading in the US and we're seeing that coming through in Asia this morning as well. I think one of the things I've been looking at is that I think that's going be quite good for ...

“Extinction-level” risk is possible given how fast AI is being developed, according to a 2024 U.S. Department of State-commissioned report. (Illustration by Fernando Capeto and Samantha Lee via Google Gemini AI) https://t.co/ItDtyF3J7S https://t.co/neUzJNZV82 ...

Volatility ≠ Risk, it’s opportunity.Drop a 🚀 if you agree. ...

Risk Management - Holding the token of a frequently used protocol can create double risk, as a hack could lead to loss of deposits and token value decline [1] - Diversification is not achieved by holding the token of a protocol heavily used, as both are vulnerable to the same risks [1] Investment Strategy - Holding the token of a protocol may be more beneficial than depositing if bullish on its growth [2] - The strategy of holding tokens instead of depositing applies to protocols like Aave, Hyperliquid, Pendle, Fluid, and Lido [2]

The risk of another failed government in France is already priced in by markets and won’t be enough to derail the European stock rally, top Wall Street strategists say https://t.co/Kjavwet7vU ...

Market Dynamics - Some Japanese investors view the French bond selloff, triggered by the risk of government collapse, as a buying opportunity [1]