InvestmentGuru(@InvestmentGuru_):Choppy, non-directional tape today as macro crosscurrents keep pulling the market in different directions: Gold is staying strong, Bitcoin is rising. 10Y yield eased to 4.70%, but remains near 20-month highs. Now the focus shifts to $NVDA earnings Wednesday and Jackson Hole Friday, with Fed Chair Warsh speaking. Earnings beats are becoming the norm. The market is increasingly looking beyond the headline numbers and focusing on guidance, valuations, and the macro backdrop. For now: patience + selectivity.

InvestmentGuru

@InvestmentGuru_

参加 January 2019

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InvestmentGuru@InvestmentGuru_

2026.08.25 00:02

Choppy, non-directional tape today as macro crosscurrents keep pulling the market in different directions: Gold is staying strong, Bitcoin is rising. 10Y yield eased to 4.70%, but remains near 20-month highs. Now the focus shifts to $NVDA earnings Wednesday and Jackson Hole Friday, with Fed Chair Warsh speaking. Earnings beats are becoming the norm. The market is increasingly looking beyond the headline numbers and focusing on guidance, valuations, and the macro backdrop. For now: patience + selectivity.