Traders Long Treasurys Feel The Pinch

🚨 🚨 Last week saw a drop in open interest, or the amount of new risk, in 10-year note futures by almost 110,000 futures. It’s dropped over three consecutive sessions from Wednesday to Friday, the equivalent of roughly $7 million per basis point risk. The positioning shift came amid a selloff in Treasuries in which 10-year yields peaked at almost 4.20% on Friday
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HK Stocks At 36% Discount

🇨🇳 🇭🇰 A gaugetracking mainland stocks’ price gaps versus their dual listings in Hong Kong reached the widest since 2009 — implying a 36% discount for the offshore market
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Sales Of Family Homes Tumble

🏡 🏠 The decline in business purchases mirrored falling sales activity in the overall #housing market. Existing-home sales of any kind were down 19% last year, hitting the lowest levels seen since 1995
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Cost Of Shipping Fuel Jumps

🚢 🚢 Cost of Shipping Fuel to Asia Jumps 182% Since Yemen Airstrikes. Ships that were charging $30,000 a day now cost $83,000
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Microsoft: Better Than The Lottery

🧠 🧠 Since 2015, Microsoft has climbed >800% meaning an average of 100% per year
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Netflix Beats

🍿 🍿 Netflix shares rise 8% in extended trading after best customer addition since the pandemic [13.1 million]
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Trump Wins New Hampshire Primary

🇺🇸 🇺🇸 Former President Donald Trump won the New Hampshire primary, dealing a blow to his only remaining major rival Nikki Haley and solidifying his status as the Republican party’s likely nominee
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AI Needs Power. Profit From It

🧠 ⚡️ Artificial intelligence is a power-hungry business. The AI servers Nvidia shipped just last year are estimated to have consumed roughly the same amount of electricity as 20 million U.S. homes, according to Bank of America. Here’s The Scoop: This is a big opportunity for companies that specialize in catering to the needs of data centers and servicing the power grids that supply them
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Apple Delays Car To 2028

🚨 🚨 Apple Inc., reaching a make-or-break point in its decade-old effort to build a car, has pivoted to a less ambitious design with the intent of finally bringing an electric vehicle to market by 2028
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