Mike M. Mustafoglu @TransEnergy
Former energy executive, emerging company investor, diplomat. Overlaying options & futures strategies on macro & geopolitical investment themes. Not inv advice. Los Angeles Joined January 2009-
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⚠️Is gold historically UNDERVALUED relative to US stocks? The Gold/S&P 500 ratio is down to ~50, well below the 2011 peak of ~110. TAP IMAGE TO SEE FULL INSIGHT👇 globalmarketsinvestor.beehiiv.com/p/gold-and-sil…
Great.... for the Tech Billionaires....! Not for the Economy. What really matters to the Economy - is when the Middle Class in the US is thriving. And it is NOT thriving today!
That's a new all-time weekly closing high for the Small-Cap Consumer Discretionary Index. A base breakout here would be incredibly bullish for risk assets. $PSCD
BREAKING: Iran's IRGC is boarding and seizing a ship in the Strait of Hormuz, per initial reports.
Rising real yields... it's a global story. BlackRock
Boy, this dude sounds a lot like a young Obama! Just saying.
Volatility across assets continues to come down, setting the stage for a grindy, choppy August.
Today was the fewest number of S&P 500 stocks confirming a new high in history: Historical Context & Comparison August 7, 2026: 7 stocks (New Record) – The S&P 500 reached a record high driven by a handful of mega-cap stocks while the vast majority of the index lagged. April 16, 2026: ~12 stocks (2.4%) – This was previously cited as the fewest number of stocks participating in a new high since at least 1998. May 29, 2026: 20 stocks – On this date, 20 stocks hit all-time highs alongside the index, a figure often compared to the dot-com bubble peak. March 2000 (Dot-Com Bubble): 20 stocks – At the absolute peak of the dot-com bubble, only 20 stocks made new highs, a metric that was matched in May 2026 and undercut by the extreme narrowness of the market in August 2026.
The economy is hardly “struggling.” Cyclical macro data is the strongest and broadest we’ve seen since 2021. And earnings are 🚀. Are we looking at the same economy?
There’s no sugar coating the overarching message in the July jobs report – the economy is struggling. Job growth is at a virtual standstill, and concentrated in a few sectors. While unemployment is low, that’s only because those losing their jobs are leaving the workforce, too
Gold just scored its biggest weekly gain since January 📈 📈
A regular dose of a much needed reminder. Looking at the Netscape vs. ChatGPT analogy, the S&P 500 $SPX and Nasdaq 100 $NDX have a long way to go. Which part of the cycle are we currently in?
You are a bigot who is afraid of finally losing the false narrative you have been spreading about Israel all these years. Our Muslim politicians are as American as the rest of us and are elected by the people and are for the people. Shame on you for denigrating the American voters’ will!
We're cooking. The crowd crushed vol on a soft labor print like the Fed already cut. $VIX closed 14.9. Variance risk premium sits at the 11th percentile. No edge left selling premium. Zero cushion into the binary. Dealers are short gamma under the 774 flip while the swarm cheers VIX below 15. Gold already ripped hedging what equity vol is ignoring. I'm buying the cheap insurance into Wednesday CPI, not fading it with them. Am I early or is the crush already spent?
BREAKING: Iran has just struck another vessel in the US-backed southern corridor of the Strait of Hormuz, with the vessel now on fire, likely an oil tanker attempting to cross under US escort given an ADNOC oil spill response vessel now operating in the area, per NASA FIRMS satellite imagery. Around 25-40 US fighter jets and several E-3G and E-2D AWACS aircraft were actively escorting the vessel during transit, yet it was still not enough for successful passage.
Only if Switzerland elected you as President.... but they are not that .... 😆
Nothing to see here, just UNICEF stating Israel has killed a child per day for the last 300 days. Why would the media bother to report it when they’re pretending there’s a ceasefire?
"A ceasefire that leaves an average of one child dead each and every day is failing children," - @UNICEFmena Regional Director Edouard Beigbeder. "With hundreds more children injured, many severely, children in Gaza are still waiting for the end to the violence they were
This is who we send our tax dollars to and fight wars for. Congrats America! Stop whining about your $20 burritos you spoiled brats!
Israeli Rabbi Meir Mazuz blesses the soldiers who gang-raped a Palestinian woman abducted from Gaza. The world must know their truth.🤮🤮
The Fed is about to hike into inflation the stock market invented. Core PCE, its preferred gauge, just hit 3.4%, the hottest of every major inflation measure. Strip out software and portfolio-management fees, which rise simply because the AI-driven market is up, and it drops back toward the pack. Those fees climb with asset prices. The bull market is leaking straight into the Fed's own inflation yardstick. Inflation comes from the printing press. Hike on this number and the Fed tightens into a mirage.
When the Turkish Army liberated parts of Syria from ISIS, one of the first things done was restoring churches damaged by ISIS.
NEW: American Jews who volunteered to protect Palestinians on the West Bank have been getting out-of-the-blue notices from the Israeli government that they are now blocked from reentering the country. forward.com/news/843806/is…
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Kaç saat oldu? 🌍 @KacSaatoldu2027
6K Followers 3 Following Bu hesapta yalan haber olmaz sehven olsa da silinir. Twit sildirmek için mahkemelere gerek yok, yanlış veya suçsa DM'den yazın..
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