KUNLUN昆侖
@Kunluntalk
Most people follow headlines
I map the system behind them
US politics | Economy | Markets
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Weekly breakdowns on power
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If this is real, SpaceX will not trade like a normal aerospace IPO.
The market will price it like satellite infrastructure, defense capacity, broadband, and space logistics in one package.
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If Trump’s judgment is true, it shows that he may not fully understand the two-layer structure of Chinese politics: what is said on the surface and what is being prepared underneath.
When a Chinese political figure says he does not want something, it often means he has already started positioning himself to get it.
That is very different from the Western mindset.
Traditional Chinese political culture teaches people to keep a low profile, hide their strength, and avoid revealing their real intentions too early.
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If this is real, SpaceX will not trade like a normal aerospace IPO.
The market will price it like satellite infrastructure, defense capacity, broadband, and space logistics in one package.
Show more
BREAKING: SpaceX reportedly picks NASDAQ as listing venue for its initial public offering, as early as June 11th, set to list shares on June 12th, under the ticker $SPCX, per Reuters
BREAKING: The odds of the Fed cutting interest rates in 2026 have collapsed to a new low of just 27%.
There is now a higher chance of the Fed HIKING interest rates than cutting interest rates by December.
Inflation is officially back in full swing.
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13Fs are starting to roll out as today's deadline looms...
Get notified as soon as the 13F drops with:
- Platform subscription
- an API subscription
API endpoints
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BREAKING: The CBOE total put-to-call ratio is down to 0.78 on a 10-day moving average basis, the lowest since May 2025.
This is also the 3rd-lowest level since November 2021.
The ratio is down -0.23 points from the early-April high of 1.01 as the market has experienced a historic run.
Furthermore, the equity put-to-call ratio is down to 0.60 on a 10-day moving average basis, the lowest since November 2021.
This is down -0.30 points since the first week of April.
Puts are under serious pressure.
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