Happy #ChineseNewYear! May the Year of the Horse bring you and yours health, happiness and prosperity!
Gong Xi Fa Cai!
🥳🎉🍾🥂🎆🐎
Dow 50K
Markets can be tricky...
SCOTUS tariffs ruling giveth...then taketh away...
SPDR S&P Retail ETF intraday...upside volatility...that has been slowly eroded in the last 45 min...now trading where it was before announcement.
Let's see how things shake out by closing bell 🤔
$XRT
Dow +1000
www.cnbc.com/2026/02/05/s...
@cnbc.com
If the original "Terminator" movie had a prequel...could this be the origin story of Skynet?
www.cnbc.com/2026/03/05/o...
via @ashleycapoot.cnbc.com @cnbc.com
Car commuters & other drivers are definitely noticing effects of Iran on oil & gasoline prices. This was earlier today in NJ on my way to the office. $0.48 per gallon higher than Feb 26.
Hopefully this is “transitory”
#MiddleEastConflict
One of the biggest divergences in market overall & tech trade specifically...has been outperformance of semiconductors & underperformance of software...long chips & short software has produced massive return since June 2025.
What is potential catalyst for this trade being unwound for profits? 🤔
Dominic Chu
Dominic Chu
Does it "feel" like a market where:
- Dow hits a record high
- S&P 500 is 2% below record high
- Nasdaq is 5% below record high
- VIX < 20
?
🤔
www.cnbc.com/2026/02/05/s...
@cnbc.com
Dominic Chu
Settling in for the night…see you folks in the am…stay safe with the winter snow storm / blizzard! 🙏👍🤞
@cnbc.com
Dominic Chu
Dominic Chu
Dominic Chu
Dominic Chu
Dominic Chu
Dominic Chu
Friday's rebound followed several days of heavy selling in the tech sector.
