• 🧩 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…

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    Matthew and Steve
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  • ⚡ 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%…

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    SaltLifeTrader
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  • 🍏 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…

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    SaltLifeTrader
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  • 📊 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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