To The Moon

The latest rate cut feels like a textbook "dovish move wrapped in a hawkish message." On one hand, the Fed delivered the sixth cut since last year and the third consecutive meeting-based reduction, which clearly signals they're still leaning toward supporting growth. But on the other hand, the Dot Plot is sending a very mixed signal for 2026, with officials scattered across a wide range of expectations. When seven officials see no further cuts in 2026 while others expect up to 150 bps of easing, it tells me the Fed is deeply uncertain about the trajectory of inflation, labor markets, and long-term equilibrium rates. To me, the most important part isn't the extremes—it's the median. The fact that the median 2026 projection still shows just one more 25-bp cut makes the Fed sound more hawkish

$Exxon Mobil(XOM)$ Rallied +1.96%: Energy Giant Breaks Key Resistance, Testing $120 CeilingLatest Close Data XOM closed at $118.25 on Dec 10, up +1.96% ($2.27), just $2.56 below its 52-week high of $120.81. The stock is trading near multi-year highs with strong momentum.Core Market Drivers Energy sector strength continues as oil prices stabilize above $70/barrel. XOM benefits from robust refining margins and disciplined capital allocation strategy. The company's focus on low-cost oil production and shareholder returns through dividends (3.35% yield) and buybacks attracts institutional interest.Technical Analysis Volume surged to 23.79M shares (1.64x average) confirming breakout momentum. MACD shows DIF at 0.39 crossing above DEA at 0.43, generating

Exxon Mobil (XOM) shares have experienced modest movement over the past week, prompting investors to revisit the company’s recent performance and outlook. With oil prices fluctuating, questions remain about XOM’s value proposition for the rest of the year. See our latest analysis for Exxon Mobil. Stepping back, Exxon Mobil’s share price has shown subdued momentum compared to boom periods in the energy sector, with a year-to-date share price return of 6.95% and a one-year total shareholder...

$Nvidia(NVDA)$'s (NVDA) post-earnings sell-off is similar to the "DeepSeek Moment" in January, with the tech bears raising concerns in the last 24 hours on social media over the sustainability of...

Gold futures have shattered records, surging to $3,900/oz amid a 5.4% weekly gain, as U.S. government shutdown odds hit 85% on Kalshi, driving safe-haven flows. The S&P 500 dipped to 6,540 after three days of losses, with Nasdaq at 22,000 steady, underscoring a flight to metals. UBS’s $4,200 target by mid-2026, citing geopolitical and economic uncertainty, adds fuel. Could this momentum blast to $4,200? Will gold outshine risk assets this year? Gold or silver—which has the edge? Dive into the rally, assess the drivers, and strategize your position in this precious metal powerhouse. The $3,900 Surge: Shutdown Sparks Safe-Haven Rush The breakout is fierce: Price Momentum: Up to $3,900/oz from $3,700 last week, a 5.4% climb, with volume up 25% on shutdown fears. Shutdown Catalyst: 85% odd

AI will never replace human creativity, at best it will be a cover musician, perfecting things. At some point for say eg: WallMart, this investment has to result in people buying more stuff.

We have seen Silicon Valley’s vision of the future of social media, and there’s nothing “social” about it. Meta’s Vibes is fantastical AI-generated videos in snackable form, with the notable absence of any real people.OpenAI’s new Sora app leans into deepfakes, which currently means a lot of jokes about Sam Altman until others (for some reason) give the company the right to create videos based on their likeness.What’s missing is any semblance of humanity in these new apps.The reason this is relevant for Asymmetric Investing is that I believe decisions about how aggressively to adjust the AI dial will be crucial for many companies.Do people want a drink made by an AI robot, or is there value in being served by a human?Do you want articles written by an AI prompt or a human’s thoughts?Busine