JPM DESK: “.. Futs are down sharply as US / Iran war expands and escalates (attack on US embassy in Saudi
Arabia; uncertainty over status of Strait of Hormuz; targeting non-military infra / businesses) the magnitude of the reaction is aligned with what some investors anticipated yesterday.”
Arabia; uncertainty over status of Strait of Hormuz; targeting non-military infra / businesses) the magnitude of the reaction is aligned with what some investors anticipated yesterday.”
March 3, 2026 at 11:13 AM
JPM DESK: “.. Futs are down sharply as US / Iran war expands and escalates (attack on US embassy in Saudi
Arabia; uncertainty over status of Strait of Hormuz; targeting non-military infra / businesses) the magnitude of the reaction is aligned with what some investors anticipated yesterday.”
Arabia; uncertainty over status of Strait of Hormuz; targeting non-military infra / businesses) the magnitude of the reaction is aligned with what some investors anticipated yesterday.”
I understand that humans thinking about math is Luddite behavior and humans making art is Luddite behavior and so on. But I'm not sure what I'm supposed to be doing instead. What's the non-Luddite behavior for those of us who aren't wealthy investors?
September 13, 2026 at 5:07 PM
I understand that humans thinking about math is Luddite behavior and humans making art is Luddite behavior and so on. But I'm not sure what I'm supposed to be doing instead. What's the non-Luddite behavior for those of us who aren't wealthy investors?
"Warner Bros repeatedly aired concerns over the non-US investors...concerned Middle East money would invite national security scrutiny."
"come on, guy, it's my son in law" says Trump South Park voice
"come on, guy, it's my son in law" says Trump South Park voice
Kushner, Gulf money and desperate texts: inside Paramount’s hostile bid for Warner Bros on.ft.com/4aEEH1P
Kushner, Gulf money and desperate texts: inside Paramount’s hostile bid for Warner Bros
Ellisons approach was rebuffed over concerns about financial backing from China and Middle East sovereign funds
on.ft.com
December 8, 2025 at 9:28 PM
"Warner Bros repeatedly aired concerns over the non-US investors...concerned Middle East money would invite national security scrutiny."
"come on, guy, it's my son in law" says Trump South Park voice
"come on, guy, it's my son in law" says Trump South Park voice
This would lift the substantial restrictions on the token (non-US or accredited investors only, locked tokens with no secondary sales) that were aimed at sidestepping attention from the previous SEC, and could be enormously lucrative for Trump.
July 5, 2025 at 2:42 PM
This would lift the substantial restrictions on the token (non-US or accredited investors only, locked tokens with no secondary sales) that were aimed at sidestepping attention from the previous SEC, and could be enormously lucrative for Trump.
I still don't know anything about Audra Winter but when I see stuff like this, which is apparently "I want investors to spend $70,000 so I can invent the light novel, a thing that already exists" I'm just a bit in awe.
Imagine what any of us non-grifting indie authors could do with $70k.
Imagine what any of us non-grifting indie authors could do with $70k.
Audra Winter is asking Angel Investors to invest $70k in an indie book because she "totes invented an adult picture book."
My sister in Christ? I read a manga adaptation of Hamlet last year. You ain't special.
My sister in Christ? I read a manga adaptation of Hamlet last year. You ain't special.
September 8, 2025 at 8:13 PM
I still don't know anything about Audra Winter but when I see stuff like this, which is apparently "I want investors to spend $70,000 so I can invent the light novel, a thing that already exists" I'm just a bit in awe.
Imagine what any of us non-grifting indie authors could do with $70k.
Imagine what any of us non-grifting indie authors could do with $70k.
These charts, from the Financial Times, are sure to fuel what is already a heated debate about the valuation of US stocks — both in absolute terms and relative to bonds and non-US stocks.
More to follow.
#investing #investors #markets @financialtimes.com
More to follow.
#investing #investors #markets @financialtimes.com
January 24, 2025 at 7:56 AM
These charts, from the Financial Times, are sure to fuel what is already a heated debate about the valuation of US stocks — both in absolute terms and relative to bonds and non-US stocks.
More to follow.
#investing #investors #markets @financialtimes.com
More to follow.
#investing #investors #markets @financialtimes.com
If you’re relieved that Trump’s toxic tariff-tax has been “disappeared” like our innocent non-citizens, here’s a WaPo chart showing the tariff-tax is still here.
After a brief rebound, markets continued DOWN, because investors know that Trump will cause a recession.
Tariffs are taxes on us.
After a brief rebound, markets continued DOWN, because investors know that Trump will cause a recession.
Tariffs are taxes on us.
April 11, 2025 at 1:50 PM
If you’re relieved that Trump’s toxic tariff-tax has been “disappeared” like our innocent non-citizens, here’s a WaPo chart showing the tariff-tax is still here.
After a brief rebound, markets continued DOWN, because investors know that Trump will cause a recession.
Tariffs are taxes on us.
After a brief rebound, markets continued DOWN, because investors know that Trump will cause a recession.
Tariffs are taxes on us.
FT: “.. Among several valuation measures setting record highs is .. the ratio of the market capitalisation of US non-financial companies to ‘gross value added’ .. this metric has rivalled and now exceeds the peaks of both 1929 and 2000.”
@financialtimes.com
www.ft.com/content/abec...
@financialtimes.com
www.ft.com/content/abec...
New eras, same bubbles: the forgotten lessons of history
With US equities at record valuation peaks, investors should re-examine their risk appetite
www.ft.com
December 11, 2024 at 11:34 PM
FT: “.. Among several valuation measures setting record highs is .. the ratio of the market capitalisation of US non-financial companies to ‘gross value added’ .. this metric has rivalled and now exceeds the peaks of both 1929 and 2000.”
@financialtimes.com
www.ft.com/content/abec...
@financialtimes.com
www.ft.com/content/abec...
World Liberty Financial July3 Form D
Filing type Amendment
Total offering & Total Amount Sold $52,133,139
(TAS excludes amts sold to non-US persons in separate concurrent offering)
Investors 1,966
Use of Proceeds (proposed payment to Trump & others) is $50,711,326
www.sec.gov/Archives/edg...
Filing type Amendment
Total offering & Total Amount Sold $52,133,139
(TAS excludes amts sold to non-US persons in separate concurrent offering)
Investors 1,966
Use of Proceeds (proposed payment to Trump & others) is $50,711,326
www.sec.gov/Archives/edg...
www.sec.gov
July 5, 2025 at 5:38 PM
World Liberty Financial July3 Form D
Filing type Amendment
Total offering & Total Amount Sold $52,133,139
(TAS excludes amts sold to non-US persons in separate concurrent offering)
Investors 1,966
Use of Proceeds (proposed payment to Trump & others) is $50,711,326
www.sec.gov/Archives/edg...
Filing type Amendment
Total offering & Total Amount Sold $52,133,139
(TAS excludes amts sold to non-US persons in separate concurrent offering)
Investors 1,966
Use of Proceeds (proposed payment to Trump & others) is $50,711,326
www.sec.gov/Archives/edg...
Should add that if the $ is not a one-way bet in a risk off market then it has declining “moneyness” value to non-US investors etc etc
April 10, 2025 at 6:59 PM
Should add that if the $ is not a one-way bet in a risk off market then it has declining “moneyness” value to non-US investors etc etc
For us non-econ folks, can you flesh this out a bit? What does it mean / likely signify? What do investors need to key in on?
April 7, 2025 at 4:10 PM
For us non-econ folks, can you flesh this out a bit? What does it mean / likely signify? What do investors need to key in on?
Gold falls as commodity index adjustments weigh ahead of US jobs data reut.rs/45M80wb
Gold falls as commodity index adjustments weigh ahead of US jobs data
Gold fell on Friday as commodity index readjustments and a firm dollar kept the pressure on prices, with investors positioning ahead of crucial U.S. non-farm payrolls data due later in the day.
reut.rs
January 9, 2026 at 8:15 AM
Gold falls as commodity index adjustments weigh ahead of US jobs data reut.rs/45M80wb
Except for the fact pricing are rising quickly and jobs are non-existent. And foreign investors are running from the nutty US after the chaining up foreigners in the GA plant fiasco. The economy is tanking and everyone knows it.
October 6, 2025 at 12:02 PM
Except for the fact pricing are rising quickly and jobs are non-existent. And foreign investors are running from the nutty US after the chaining up foreigners in the GA plant fiasco. The economy is tanking and everyone knows it.
The #FinancialSector - a threat to the security of us all.
"Significant increase in proportion of equity market & economy that is non-transparent to investors, policymakers & public"
www.ft.com/content/b75b...
"Significant increase in proportion of equity market & economy that is non-transparent to investors, policymakers & public"
www.ft.com/content/b75b...
Where the next financial crisis could emerge
As the IMF has warned, the rise and rise of private credit brings systemic risks
www.ft.com
January 4, 2025 at 8:58 AM
The #FinancialSector - a threat to the security of us all.
"Significant increase in proportion of equity market & economy that is non-transparent to investors, policymakers & public"
www.ft.com/content/b75b...
"Significant increase in proportion of equity market & economy that is non-transparent to investors, policymakers & public"
www.ft.com/content/b75b...
Ondo Private Markets Launches Tokenized Pre-IPO AI Notes With 24/7 Trading for Non-U.S. Investors
Oct 09 2026 16:35 UTC
Ondo Private Markets gives eligible non-U.S. investors tokenized pre-IPO AI exposure with 24/7 trading. See how the notes work and where the risks sit.
#non-us-investors
Oct 09 2026 16:35 UTC
Ondo Private Markets gives eligible non-U.S. investors tokenized pre-IPO AI exposure with 24/7 trading. See how the notes work and where the risks sit.
#non-us-investors
October 9, 2026 at 7:30 PM
Ondo Private Markets Launches Tokenized Pre-IPO AI Notes With 24/7 Trading for Non-U.S. Investors
Oct 09 2026 16:35 UTC
Ondo Private Markets gives eligible non-U.S. investors tokenized pre-IPO AI exposure with 24/7 trading. See how the notes work and where the risks sit.
#non-us-investors
Oct 09 2026 16:35 UTC
Ondo Private Markets gives eligible non-U.S. investors tokenized pre-IPO AI exposure with 24/7 trading. See how the notes work and where the risks sit.
#non-us-investors
Foreign issuers tap Canadian bond market as demand for non-US assets grows - #CanadaSky #EconSky #FinSky www.reuters.com/markets/euro...
Foreign issuers tap Canadian bond market as demand for non-US assets grows
Global companies including Citigroup and McDonald's have flocked to Canada's bond market this year, drawn by strong investor appetite and cheaper borrowing costs, according to LSEG data, analysts and investors.
www.reuters.com
September 29, 2025 at 11:34 AM
Foreign issuers tap Canadian bond market as demand for non-US assets grows - #CanadaSky #EconSky #FinSky www.reuters.com/markets/euro...
The dollar, so close to being replaced in global finance that eurozone governments are issuing ever-greater quantities of...dollar denominated sovereign debt 🤔
Eurozone issuers turn to non-euro debt in hunt for new investors
Sovereign borrowers look to issuance in US dollars, Swiss francs and other currencies
giftarticle.ft.com
May 27, 2026 at 4:53 AM
The dollar, so close to being replaced in global finance that eurozone governments are issuing ever-greater quantities of...dollar denominated sovereign debt 🤔
If the get the US--as in the country, through the Federal Gov't--to buy crypto, that's 340 million (non-consensual, forced, impressed into suckeritude) suckers right there.
It's akin to the dream brokers have of forcing millions to become market investors by privatizing Social Security.
It's akin to the dream brokers have of forcing millions to become market investors by privatizing Social Security.
May 20, 2025 at 11:49 AM
If the get the US--as in the country, through the Federal Gov't--to buy crypto, that's 340 million (non-consensual, forced, impressed into suckeritude) suckers right there.
It's akin to the dream brokers have of forcing millions to become market investors by privatizing Social Security.
It's akin to the dream brokers have of forcing millions to become market investors by privatizing Social Security.
In an SEC filing last week, World Liberty Financial disclosed selling $52.1 million of its $WLFI token.
$50.7 million in proceeds went to “related person”
Those include
💰Donald Trump
💰Donald Trump Jr.
💰Eric Trump
2/
www.sec.gov/Archives/edg...
$50.7 million in proceeds went to “related person”
Those include
💰Donald Trump
💰Donald Trump Jr.
💰Eric Trump
2/
www.sec.gov/Archives/edg...
July 12, 2025 at 12:46 PM
In an SEC filing last week, World Liberty Financial disclosed selling $52.1 million of its $WLFI token.
$50.7 million in proceeds went to “related person”
Those include
💰Donald Trump
💰Donald Trump Jr.
💰Eric Trump
2/
www.sec.gov/Archives/edg...
$50.7 million in proceeds went to “related person”
Those include
💰Donald Trump
💰Donald Trump Jr.
💰Eric Trump
2/
www.sec.gov/Archives/edg...
➤ Backed Airdrop offers 24/7 onchain access to tokenized US stocks (xStocks) backed 1:1 by real shares, allowing non-US investors exposure to US equities.
June 4, 2026 at 7:56 AM
➤ Backed Airdrop offers 24/7 onchain access to tokenized US stocks (xStocks) backed 1:1 by real shares, allowing non-US investors exposure to US equities.
US asset managers fall as investors brace for updates on private credit fund withdrawals reut.rs/43azutZ
US asset managers fall as investors brace for updates on private credit fund withdrawals
Shares of U.S. alternative asset managers fell in premarket trading on Wednesday as investors braced for second-quarter updates on redemptions from non-traded private credit funds, after withdrawals spiked in the prior quarter as concerns rose about liquidity in the fast-growing sector.
reut.rs
June 3, 2026 at 7:01 PM
US asset managers fall as investors brace for updates on private credit fund withdrawals reut.rs/43azutZ
"If you want coverage of non-MLS/NWSL/US national soccer then why don't *you* do it?" they ask me as they sit on a mountain of funding from investors who won't take a whiff of anything that isn't "major" league soccer.
July 16, 2026 at 5:20 PM
"If you want coverage of non-MLS/NWSL/US national soccer then why don't *you* do it?" they ask me as they sit on a mountain of funding from investors who won't take a whiff of anything that isn't "major" league soccer.
The contours of the AI debate are so odd.
Doomers: AI is powerful, will kill us all
Futurists: AI is powerful, will lead to paradise
Non-believers: genAI isn't AI and this is all hype
Investors: I don't want to miss out on the gravy train
And futurists pretend to be doomers to attract investors.
Doomers: AI is powerful, will kill us all
Futurists: AI is powerful, will lead to paradise
Non-believers: genAI isn't AI and this is all hype
Investors: I don't want to miss out on the gravy train
And futurists pretend to be doomers to attract investors.
September 24, 2026 at 6:51 PM
The contours of the AI debate are so odd.
Doomers: AI is powerful, will kill us all
Futurists: AI is powerful, will lead to paradise
Non-believers: genAI isn't AI and this is all hype
Investors: I don't want to miss out on the gravy train
And futurists pretend to be doomers to attract investors.
Doomers: AI is powerful, will kill us all
Futurists: AI is powerful, will lead to paradise
Non-believers: genAI isn't AI and this is all hype
Investors: I don't want to miss out on the gravy train
And futurists pretend to be doomers to attract investors.
The surge is being fueled by robust demand for developing debt, with non-dedicated investors playing a bigger role as credit quality improves.
Dollar Rethink Is Pushing Emerging World to Sell More Euro Debt
Emerging-market borrowers are tapping the euro bond market at the fastest pace in over a decade, capitalizing on the rising demand for diversification away from the US dollar.
bloom.bg
July 20, 2025 at 6:30 PM
The surge is being fueled by robust demand for developing debt, with non-dedicated investors playing a bigger role as credit quality improves.