BlueCap Markets @BlueCapMkts

Super Micro a punto de subidas? Tras el repunte alcista de la semana pasada, las acciones de Super Micro Computer han sentado un buen precedente para los compradores en el gráfico. Lo único que falta es la señal. bluecapmarkets.com/analisis/0e400…

@RyanDetrick Im looking forward....

Don't short a dull market? They told us all month how bearish September is, yet we haven't seen a single 1% drop and the S&P 500 hasn't gained or lost 1% for the full week for four weeks in a row. Holding above the early June peak and now the upward sloping 20-wk. Our call for a choppy to weak first half of September, then a big rally the second half hasn't been a popular call. We still think it is possible.

Oro XAU/USD Algo se avecina..... El repunte de los últimos días se encuentra con una resistencia al alza que, por el momento, sigue frenando a los alcistas. La pregunta es......hasta cuándo?

Según Citi, cuando el rendimiento del bono del Estado estadounidense a 10 años (US10Y) se situaba por encima del 5 %, el S&P 500 registraba, de media, un +2,5 % al cabo de tres meses, un +5,3 % al cabo de seis meses y un +11,1 % al cabo de doce meses.

Fed raised rates 25bps citing stubborn inflation and geopolitical risks. Nine Fed officials speak this week—markets are watching closely as October hike odds sit at a coin flip. 🟢 Open quicktak.es/oj6o

The problem with Warsh's hawkish shift is that markets are driving him against the wall to test how hawkish he really is. They now price 60% odds of a rate hike in October, just days before the midterms. I talked about all this on yesterday's live stream: robinjbrooks.substack.com/p/is-the-fed-b…

This graph tells one of the most important lessons of investing. The government manufactures inflation, which is essentially stealing your money. To preserve purchasing power, own bonds. To stay ahead of inflation and make actual progress, own stocks.

.@larry_kudlow in @NewYorkSun gets it right. Here are the facts: The dollar was on one side of 89.2% of global FX trades. Foreign investors still hold enormous amounts of U.S. assets. The principal stablecoins are dollar-denominated. Treasury buybacks are about adding liquidity and managing the maturity structure, not somehow controlling a $30T+ market. Median household income in 2025: $87,460 — a record. Official poverty rate: 10.2% — a historic low. Atlanta Fed GDP forecast: 5.1% annualized real GDP growth in Q3. And that’s before looking under the hood at the private-sector momentum behind capex and the AI buildout. The latest numbers show continued employment growth, while business investment and capital expenditures have been expanding, as the CapEx comeback story has continued to broaden out, with nearly 20% more equipment investment in Q2 2026 than at the end of Biden’s term. Americans deserve honest coverage. In the New York Times’s latest feeble attempt at delivering a hit piece on the greatest economy in history, the discredited journal selectively excludes data that contradicts this dull narrative. Granted, it’s nothing new that they fail to provide their readers with the full story. Complicated financial realities should not be reduced to easy-to-read sentences that serve a preordained narrative. This article’s problem is not complexity. It is selectivity. If capital is supposedly running from America, why does the data keep showing strong foreign demand for U.S. assets? If investors are “balking” at Treasuries, someone forgot to tell the bidders. Norway is not looking elsewhere; it is switching from Treasuries to agency bonds. Still US assets. Netherlands is bringing gold back from North America, including Ottawa as well as New York, reflecting a home country preference. We see this morning that Saudi Arabia has dropped out of mBridge and others are likely to follow. And if digital finance is supposed to threaten the dollar, why are stablecoins overwhelmingly dollar-denominated? The record is not ambiguous. nysun.com/article/the-ne…

BREAKING NEWS: I am pleased to announce that the United States of America has entered into an Agreement with The Kingdom of Denmark, and Greenland, that gives the United States permanent control over security, and all other needs, in Greenland, completely addressing ALL of our many U.S. concerns. There will be NO COST to the United States! At my direction, we worked with representatives of Denmark and Greenland to guarantee that the United States will FOREVER have the complete ability to do what is necessary in Greenland in order to secure and defend the security of Greenland, and the United States of America. Additionally, from now on, no U.S. adversary can EVER have a base in Greenland, have a military presence in Greenland, or make sensitive investments in Greenland, without our express written approval. For over 100 years, Presidents have known the strategic importance of Greenland, but NONE of them were able to do anything about it. I am proud to be the President that permanently and conclusively addressed this very important situation. This is an “Infinite Life” Agreement, there is no end! We are very honored and proud of what has just taken place, and everything agreed to today will be cherished by the American People. We will immediately begin the process of developing a large Military presence in the appropriate part of Greenland, of which there are many. We will work with the people of Greenland in its development and construction. This solution is a great one for the United States of America, Denmark, Greenland, and all of our Allies. We look forward to working with the wonderful people of Denmark and Greenland toward a magnificent future with respect to this large, and highly strategic, parcel of land. We will be very protective of it! This is a dream come true for the United States of America, one that is very important, historic, and special. Thank you for your attention to this matter! President DONALD J. TRUMP

Everyone makes mistakes. The main difference is that successful people learn from them and unsuccessful people don’t. By creating an environment in which it is okay to safely make mistakes so that people can learn from them, you’ll see rapid progress and fewer significant mistakes. This is especially true in organizations where creativity and independent thinking are important, as success will inevitably require the acceptance of failure as a part of the process. As Thomas Edison once said, “I have not failed. I’ve just found ten thousand ways that do not work.” #principleoftheday

Euro periphery 10-year yields are now higher than in the summer of 2022 (lhs) when the ECB intervened aggressively to cap them. At the time, spreads were wide (rhs), which the ECB used as its justification. That's not true now. The ECB's hands are tied... robinjbrooks.substack.com/p/trouble-for-…

Watch Falcon 9 launch 27 @Starlink satellites to orbit from California x.com/i/broadcasts/1…

My guess is that AI roughly doubles US GDP growth next year from ~2% to ~4%. Maybe even more.

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