
daniel1997
Community MemberSteve posted an update 36 minutes ago
🧩 Hypothesis
Bessent’s proposal suggests that America’s $29 trillion debt burden could be eased if stablecoin issuers were legally required to hold U.S. Treasuries as collateral. This would create a new, guaranteed base of demand for government debt, potentially replacing some of the foreign government buyers who have reduced their Treasury…
Steve posted an update 5 hours ago
⚡ OP Wire – Market Recap & Fed Watch📈 Market Action
- S&P 500 +0.4% and Nasdaq +0.3% closed at fresh all-time highs.
- The Dow -0.4%, dragged by weakness in Apple.
- Oracle exploded +35%, its biggest rally since the early ’90s, after delivering massive revenue guidance on AI and cloud demand.
🏦 Fed & Inflation
- Producer Price Index (PPI) came in at -0.1%…
Steve posted an update 9 hours ago
🍏 Apple Event Consensus & Stock Outlook1. Muted Market Response – Classic “Sell the News”
Apple’s highly anticipated event produced incremental product upgrades rather than revolutionary changes. As a result, the stock slipped slightly after the event—consistent with the historical pattern of “buy the rumor, sell the news.” Even when the…
Steve posted an update 9 hours ago
📊 Today’s Major Stock Upgrades & Downgrades – and Why It Matters for OP Traders
🔼 Notable Upgrades
Several key names caught analyst upgrades today, adding bullish momentum:
- Charles River (CRL) – Upgraded from Hold → Buy
- Dick’s Sporting Goods (DKS) – Neutral → Buy
- FEMSA (FMX) – Neutral → Buy
- Hyatt Hotels (H) – Market Perform → Outperform
- IQVIA…
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