NFLXMar 6th (W) and Mar 13th (W) call buyers hot early. NFLX goina trigger long today for me with $79 stop loss

lovely chart, thx u 

looking good as the east coast looks to warm up next week.
Meanwhile Denver just hit 60° for the 28th time this winter. That's now Denver's 2nd-most 60°+ winter days on record.

f ya! bottle first growth too

killer call here matt!

Arm (ARM) 3000 August $130 calls sold to open for $15.70 quite bullish 

ill take other side

Massive TMUS call spread today Matt.

1088 TMUS May26 250 Calls $2.03 sold at the  BID
1088 TMUS May26 220 Calls $7.10 bought at the ask
$30 spread, paid $5.  

breakout, retest....(last 2 days) now breakout underway 

new long on the kiss system yday 

stage 4 decline in full force after losing 30w ma....

The Fed remains backward-looking, but the path of inflation has already turned. A protracted period of disinflation will characterize 1H26, gradually shifting the Fed's rate cut outlook toward more easing than currently reflected in Dot Plots or futures.

The Warsh nomination complicates this picture in the near-term.Markets are pricing Warsh as more hawkish than the current Fed, less supportive of deep rate cuts, and more concerned about inflation. However, Warsh won't take the chair until Powell's term expires, and the underlying inflation data will continue to drive policy in the interim.

Labor is the other vector greasing the skids for cuts: AI's impact on entry-level employment continues weighing on the Fed's dual mandate. Stanford/ADP research confirms that since late 2022, entry-level headcount in the most AI-exposed jobs has fallen 6%, while mid-career and low-exposure cohorts rose 9-13%.

~$500-600B in net T-Bill and short-end purchases will drive SOMA holdings back above $6.6T by year-end. The Fed already pivoted toward front-end Reserve Management Purchases (QE-Lite) in mid-December.

Key Supporting Factors:

• Home prices have been decelerating for 18 months. This leads CPI Shelter OER by 18 months
• Zillow's Rental Index continues decelerating; rental vacancy rates are rising
• Core goods disinflation has started; shipping costs are set to be disinflationary in 1H26
• Wage growth leads core services ex-shelter inflation by ~12 months, and the low/falling quits rate signals declining worker bargaining power

HYG went ex dividend. cant use previous day price in comparison 

tsla chart

eps after the close for sndk 

Q4 2025 earnings: Services Boom Masks US Consumer Slowdown Mastercard delivered a strong finish to 2025 with revenue accelerating to 18% YoY, beating the full-year pace of 16%. However, the composition of growth raises questions. The result was heavily powered by a 26% surge in Value-Added Services and strong international performance (+12% GDV). In sharp contrast, the core US market decelerated significantly to 4.1% volume growth, suggesting domestic consumer fatigue. While Adjusted EPS grew 25% to $4.76, rising rebates (+20%) and tax headwinds (Pillar 2) remain persistent drags on structural leverage.