
Rate Of Return
TeslaTrim rate-sensitive REITs and airlines. AI trade has flipped to shorting capex. SpaceX IPO is peak euphoria at the top; do not chase on Friday.


☕️ [Task Coins Giveaway] Daily Market Talk — Iran Shuts Hormuz, Dow Drops 953
Iran shut the Strait of Hormuz, the Dow fell 953, Oracle beat but crashed 7% on capex, and SpaceX prices its $1.8T IPO tonight.
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