AXE Capital Consulting @axe_capital_c
Private wealth management services Bucharest, Romania Joined March 2023-
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AXE Capital Consulting retweeted
@DarioCpx @kashyap286 @FinanceLancelot @JG_Nuke @SamanthaLaDuc @TheMaverickWS @great_martis @maneco1964 @KingKong9888 @MichaelMOTTCM @NorthmanTrader @zerohedge @DowdEdward @VladTheInflator @peruvian_bull @kshaughnessy2 @DiMartinoBooth @m3_melody @themarketsniper ⏰…💣 “In the event of a systemic shock (a sharp widening in risk indicators, such as interbank spreads, an interest rate shock or rising margin calls), the private credit sector could be exposed to losses and/or elevated redemptions.” fitchratings.com/research/insur…
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AXE Capital Consulting retweeted
How $VIX drives the $SPX.
AXE Capital Consulting retweeted
India reduces exposure to US Treasuries while boosting gold holdings in forex reserves, per Reuters
AXE Capital Consulting retweeted
The S&P 500 is now trading at 3.15x sales, its highest valuation in history. $SPX Video: youtube.com/watch?v=R_ZsO0…
AXE Capital Consulting retweeted
Risk Matters: It’s Time to Merge Fannie Mae and Freddie Mac | Robert H. Smith School of Business rhsmith.umd.edu/news/risk-matt…
AXE Capital Consulting retweeted
Companies seen at-risk from AI are dropping as the S&P 500 rallies 👀
AXE Capital Consulting retweeted
There it is
AXE Capital Consulting retweeted
How the greeks are linked to each other. A good bookmark if you trade options 🔖
Is the other way. Everybody calls for a the Summer of George
Is the other way. Everybody calls for a the Summer of George
Now trump confirmed he is Putin’s ally lol
Now trump confirmed he is Putin’s ally lol
AXE Capital Consulting retweeted
The Big Beautiful Bill ends solar tax credits for HOMEOWNERS in 2025, but keeps solar subsidies for CORPORATIONS until 2031, which means homeowners will be seduced into leasing systems installed on their homes from companies who qualify for subsidies. SAD!
AXE Capital Consulting retweeted
Yesterday, $JPM CEO Jamie Dimon said he believes Wall Street estimates for S&P earnings growth will go to 0% from 12% to start the year as the impact of tariffs work through the economy “which means PE will come down.” He also said asset prices are “kind of high” and credit…
AXE Capital Consulting retweeted
⚠️HUGE sign Trump administration is targeting CAPITAL FLOWS: This is one of the clearest signals yet that the administration is preparing to eliminate the portfolio interest exemption (PIE) - effectively reinstating the 30% withholding tax on interest income earned by foreign…
⚠️HUGE sign Trump administration is targeting CAPITAL FLOWS: This is one of the clearest signals yet that the administration is preparing to eliminate the portfolio interest exemption (PIE) - effectively reinstating the 30% withholding tax on interest income earned by foreign… https://t.co/ZQS1SYOH7L
AXE Capital Consulting retweeted
Everyone "expects" the apocalypse... and nobody is actually trading it
AXE Capital Consulting retweeted
How $V and $MA make money
AXE Capital Consulting retweeted
Short $VIX positions are back to levels last seen in July—the last time the market dropped nearly 10% 👀
AXE Capital Consulting retweeted
S&P price and FCF
AXE Capital Consulting retweeted
Given where the market is - this is not getting enough attention
AXE Capital Consulting retweeted
Dan Niles names cash as a top investment pick for the first time since the 2022 Bear Market... Last time was 2022
AXE Capital Consulting retweeted
BREAKING: Palantir, $PLTR, and Anduril are in talks with companies including SpaceX and OpenAI to form a consortium that will jointly bid for US Defense contracts, per Reuters
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