Why Macro Matters.

Macro: Rates are heading higher, oil weaker, gold/silver and Bitcoin are strong….. Inflation is around the election corner. Markets are still trading a Trump victory.

Bitcoin: Higher. At $69,000 now.

Tether: US might sanction tether the stablecoin. That could cause serious problems.

Energy: Continues to be weak

Goldman on Palladium move: “We are watching the 1-year highs at $1225 where dealers are short some gamma.”

Nvidia: Do not under estimate AI and what it will do. It is not the dot.com era.

Huge earning releases this week.

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