Latest News & Earnings

CLOSING BELL
Asia
  • 🇭🇰 Hang Seng+1.50%
  • 🇨🇳 SSE Composite-1.39%

Hong Kong and the mainland pulled apart by nearly three points on the day, with the Hang Seng up 1.50% while the SSE Composite gave back 1.39%. Money is rotating toward Hong Kong for China exposure.

MARKET OPEN
Asia
  • 🇭🇰 Hang Seng—
  • 🇨🇳 SSE Composite—

Hong Kong opens within half a point of its prior close, a stalemate that says Beijing's refusal to go big on stimulus is now priced in. The HKMA holding rates in step with the Fed leaves little for buyers to trade on.

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DAILY MOVE
SOLSolana
$95.37
-6.78%

Solana lost 6.78% in a day to $95.37, surrendering the $100 line it had only just reclaimed this month. A year ago the token traded near $194, and the chart has not offered much footing since.

Reddit Pulser/wallstreetbets
Big Tech will bleed while Boomer dividend stocks inherit the AI revolution

$318.42 and you wrote all this like you're managing a family office, king shit the thesis actually makes sense but the position size absolutely sent me

A 2,000-word thesis on dark fiber feeding AI capex ends with the author's whole net worth deployed: $318.42. The growth to value rotation argument is worth arguing about, but the thread is a reminder that conviction writing is a separate skill from position sizing.

DATA RELEASE
10-Year Treasury Yield
5.05%
+6 bp

The long end is back above 5% the day after the Fed's decision, a reminder that cuts at the front end are not pulling borrowing costs down. Mortgages, long-duration bond funds, and high-multiple equities all reprice off this number.

Source: FRED · DGS10

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