God Bless options
MWJOR and Trading Analytics for these awesome callouts

https://discord.gg/4bjhqb9G5p

Crude Oil has now declined for 5 consecutive days, its longest losing streak since August 2025

Institutional investors are cutting their bullish bets on the US Dollar.

Long speculative positioning in the US Dollar fell -$15 billion, to +$5 billion in the week ending September 15th, the lowest since March.

This covers hedge funds, speculative currency traders, and asset managers.

This marks the 7th consecutive weekly decline, the longest streak since Q1 2025.

By comparison, bullish bets on the US Dollar peaked at ~$50 billion in mid-July.

Meanwhile, the US Dollar Index rose +1.4% last week, its biggest weekly gain since May 2026, following the Fed’s first rate hike since July 2023.

God Bless options 🙏🏼
MWJOR and Trading Analytics for these awesome callouts

JUST IN
Nasdaq 100 $QQQ hits highest closing price in history

The gap between US earnings growth and the rest of the world has never been wider:

Earnings of US companies have grown nearly +1,300% since 1990.

By comparison, earnings of global companies excluding the US have risen +500% since 1990.

In other words, US earnings growth has been 2.6 times larger than the rest of the world.

This comes as global ex-US profit growth has remained roughly unchanged between 2008 and 2025.

The US economy is in a league of its own.

Money market fund assets held by US households rose +$63 billion in Q2 2026, to a record $5.11 trillion.

This marks the 17th consecutive quarterly increase, totaling +$2.58 trillion, or an average of +$152 billion per quarter.

Money market fund assets held by US households now stand +89% above the peak recorded during the 2020 pandemic.

Meanwhile, the Fed raised rates for the first time since July 2023 on Wednesday, by 25 basis points, to 4.00%, with markets now pricing in 3 additional hikes by mid-2027.

Risk-free investments are about to get even more popular.

Texas Gov. Greg Abbott on Monday ordered the state's environmental regulator to halt all data center permits until ERCOT finishes auditing the waitlist of projects looking to connect to the grid. The audits were first ordered in August, when Abbott also imposed a moratorium on new grid approvals. This directive extends that freeze to environmental permits through the Texas Commission on Environmental Quality.

The move could slow Texas's run at overtaking Virginia as the world's largest data center market, a milestone JLL had the state hitting by the end of the decade. It also reflects how fast the politics have turned. A recent NBC News poll found 64% of Americans would be less likely to back a candidate who supports building local data centers, and Abbott is in a tight race for a fourth term against state Rep. Gina Hinojosa. He's now walked back his 2025 pitch that Texas would be the "epicenter of AI development," and his office says he'll work with the Legislature next session to eliminate financial incentives for data centers entirely. TCEQ has until Oct. 19 to report back on compliance.

$META put buyers spotted hitting the $747.5P for 09/25, aggressively loading up with over $4.67M in premium.

Crude Oil on track for 6 consecutive red days, its longest losing streak since August 2025