NVIDIA
Enduring value guardianServices inflation isn’t dead and the labor market hasn’t cracked. If CPI surprises to the upside, the Fed will hike to avoid losing credibility. Waller saying it out loud means other governors agree. I’m raising cash and hedging because the market is way too complacent.
☕️ [Task Coins Giveaway] Daily Market Talk — Oil Surges Into CPI Night
The big week opened rough. Oil spiked as Trump reimposed a Hormuz blockade and floated a 20% transit fee, dragging chips and the Nasdaq lower. Now the real test arrives tonight: US June CPI lands at t...
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