Weekend Focus: Fed Watch
Will Jesus Christ return before GTA VI?
Yes 48% · Jul 31
#Macro #Astroconomics

🚀 Titan-10 digest: NVDA holds NeuroScore 0.78/1.00 · Earnings Growth Yoy ↑0.09.
Implication: 1M momentum leader DOCN +62.5%.
https://astroconomics.ai?utm_source=social&utm_medium=post&utm_campaign=astro
#Markets #Semis #Astroconomics #Earnings

Not investment advice. For research only.

🚀 Titan-10 digest: TSM holds NeuroScore 0.76/1.00 · Earnings Growth Yoy ↑0.06.
Implication: 1M momentum leader DOCN +62.5%.
https://astroconomics.ai?utm_source=social&utm_medium=post&utm_campaign=astro
#Markets #Semis #Astroconomics #Earnings

Not investment advice. For research only.

Sunday Focus: News Spotlight
MACRO: AI inclusion in S&P500 adds sector exposure, could affect market breadth
Treasury curve: 10Y 4.42% (+9bp); 3M 3.73% (+0bp) curve +69bp
#Macro #Astroconomics
Sunday Focus: News Spotlight
UBER: Threat from 50,000vehicle alliance challenges Tesla robotaxi, could boost Uber's AI fleet relevance.
Treasury curve: 10Y 4.25% (-1bp); 3M 3.73% (+0bp) curve +52bp
#Macro #Astroconomics
Sunday Focus: News Spotlight
PATH: Q4 beat, buybacks, and margin gains suggest hold.
Treasury curve: 10Y 4.27% (+6bp); 3M 3.72% (+1bp) curve +55bp
#Macro #Astroconomics

🚨 MARKET ALERT 🚨
“Anti-Fiat” trade is ripping:
🥈 Silver ~ $90/oz — NEW ATH (+~4% d/d)
🥇 Gold $4,632 — retesting ATH (+~1%)
₿ BTC ~$97.5k — 2-month high (+~3–4%)

Silver ~+27% YTD in two weeks.
Macro: softer inflation → cut odds ↑ → real-rate uncertainty ↑ → hard assets bid.

Do $100 Silver / $100k BTC become price magnets… or blow-off targets?

#Astroconomics #Silver #Gold #Bitcoin #Macro

ASTROECONOMICS // MACRO FIELD NOTE 🛰️

Powell’s Chair term ends May 2026. The next Chair won’t just shift the cut path — they’ll reprice the credibility premium (r-star, term premium, MOVE).

Shortlist + reaction functions + what it means for equities/credit in 2026:
https://medium.com/p/286583af51ee

#Astroconomics #Macro #FederalReserve

Happy Holidays!

Seasonal note: Santa Rally window = last 5 trading days of Dec + first 2 of Jan (7 sessions).

Lighter holiday liquidity can widen spreads—keep size reasonable and use limits.

#Markets #AI #Tech #Astroconomics

📝 Codex Corner

Adobe's sharp pullback (-42%) is a stark warning sign, despite analyst upside. While AMD and MSFT show promise, the market's volatility is real. Keep a close eye on these tech giants. #AI #Tech #Markets #Astroconomics

Astroconomics research commentary. Not investment advice.