Very much appreciated, Maye. Your Mom would have loved it. Happy Mother’s Day to another special Mom!
nitter.moomoo.me/mayemusk/status/1657775084394762241#m (https://nitter.moomoo.me/mayemusk/status/1657775084394762241#m)
https://nitter.moomoo.me/CathieDWood/status/1657872122038063104#m
Apple offers big calls options in payments and health care, BUT its base business is stagnating and its high-margin Apps platform could be disintermediated by ChatGPT plugins. Given these risks, $AAPL’s call options must work in a big way to justify this valuation.
nitter.moomoo.me/StockMKTNewz/status/1657795436034269191#m (https://nitter.moomoo.me/StockMKTNewz/status/1657795436034269191#m)
https://nitter.moomoo.me/CathieDWood/status/1657862241377738753#m
**Response to @CathieDWood:**
Today, I congratulated the @USCMarshall (https://nitter.moomoo.me/USCMarshall) Class of 2023, suggesting disruptive technologies like AI and blockchain could transform the world more in the next 5-10 years than the PC, cellphone, and internet did in my investment lifetime during the 42 years. Go for it! Fight on.✌️🙏
https://nitter.moomoo.me/CathieDWood/status/1657190047756566529#m
Congratulations to our friends @CBOE (https://nitter.moomoo.me/CBOE) on their 50th anniversary! And thank you for hosting @ARKInvest (https://nitter.moomoo.me/ARKInvest) in KC!
https://nitter.moomoo.me/CathieDWood/status/1651750819786571776#m
Look at the volume declines! The consumer is railing against higher prices. I have never seen declines of this magnitude in the unit volumes of “staples”. In our view, this short-sighted strategy to bolster margins will backfire, to the benefit of generics and store-brands.
nitter.moomoo.me/realMeetKevin/status/1650950186301284352#m (https://nitter.moomoo.me/realMeetKevin/status/1650950186301284352#m)
https://nitter.moomoo.me/CathieDWood/status/1650975239772282883#m
**RT @ARKInvest:**
Tomorrow, we host some of the biggest names in crypto on our FYI Podcast. Get ready!
https://nitter.moomoo.me/ARKInvest/status/1646301545883893761#m
After the bear market last year, perhaps equities are beginning to discount much lower interest rates. Pointing to lower real growth and inflation, the fixed income market seems to be ahead of the Fed, suggesting that equity valuations will not succumb to last year’s fears.
nitter.moomoo.me/GameofTrades\_/status/1644045020134244352#m (https://nitter.moomoo.me/GameofTrades_/status/1644045020134244352#m)
https://nitter.moomoo.me/CathieDWood/status/1644414254064234496#m
Translating lower costs into lower prices accelerates the adoption of emerging technologies. Unfortunately, based on their experience with the mature ICE industry, many analysts conclude that lower prices are a sign of weakness, not the strength that Sam’s analysis illustrates.
nitter.moomoo.me/skorusARK/status/1644398459489796097#m (https://nitter.moomoo.me/skorusARK/status/1644398459489796097#m)
https://nitter.moomoo.me/CathieDWood/status/1644407261878419456#m
Interesting and good analysis of an important topic. In a broader context, perhaps policy makers would respond better if we shifted messaging from “crypto” to “digital assets”, as Art Laffer suggests, and from defiant “DeFi” to “Internet Financial System”, as @cburniske (https://nitter.moomoo.me/cburniske) suggests.
nitter.moomoo.me/valkenburgh/status/1644346574665838593#m (https://nitter.moomoo.me/valkenburgh/status/1644346574665838593#m)
https://nitter.moomoo.me/CathieDWood/status/1644403145357893642#m
I would love to see what this trio could do together to advance the world's research on electric vehicles @CorySteuben (https://nitter.moomoo.me/CorySteuben)@MKBHD (https://nitter.moomoo.me/MKBHD)@skorusARK (https://nitter.moomoo.me/skorusARK)!
nitter.moomoo.me/skorusARK/status/1642899297493499905#m (https://nitter.moomoo.me/skorusARK/status/1642899297493499905#m)
https://nitter.moomoo.me/CathieDWood/status/1643021213462036482#m
**Response to @CathieDWood:**
The Fed always follows the fixed income market. The bond market now is demanding that the Fed ease, dramatically.
https://nitter.moomoo.me/CathieDWood/status/1635259833787224064#m
**Response to @CathieDWood:**
Regulators have focused investors on the threat that crypto poses to users, but this weekend turned that theory upside down. As a single point of failure in the US banking system, SVB became the threat to stablecoins and the DeFi ecosystem when it broke Circle’s USDC peg to the $
https://nitter.moomoo.me/CathieDWood/status/1635259832075980802#m
**Response to @CathieDWood:**
As a result, @yassineARK (https://nitter.moomoo.me/yassineARK) and the crypto team at @ARKInvest (https://nitter.moomoo.me/ARKInvest) are not surprised that #BTC (https://nitter.moomoo.me/search?q=%23BTC) and #ETH (https://nitter.moomoo.me/search?q=%23ETH) appreciated as US regional bank stocks imploded. Their blockchains are decentralized, transparent, and auditable. Banks are not and, in the last few days, have become less so.
https://nitter.moomoo.me/CathieDWood/status/1635259830159147009#m
**Response to @CathieDWood:**
If the Fed continues to focus on lagging indicators like the CPI, and does not pivot in response to the deflationary forces telegraphed by the inverted yield curve, then this crisis will devour more regional banks and further centralize, if not nationalize, the US banking system.
https://nitter.moomoo.me/CathieDWood/status/1635259827902631939#m
**Response to @CathieDWood:**
Many banks parked the COVID stimulus gusher in long term bonds at record low 1-2% interest rates, never expecting the Fed funds rate to surge a record-breaking 19-fold to 4.75% in less than a year. Now deposit outflows are forcing them to sell “safe” securities at losses.
https://nitter.moomoo.me/CathieDWood/status/1635259822630379520#m
**Response to @CathieDWood:**
Deposits are leaving banks to take advantage of higher yields in money market and other funds. At Silicon Valley Bank, start-ups were responding to a drought in venture capital funding by draining deposits to fund their operations.
https://nitter.moomoo.me/CathieDWood/status/1635259824220024832#m
**Response to @CathieDWood:**
Tonight the FDIC (Federal Deposit Insurance Corp) announced that all depositors, both insured and uninsured, at SVB and Signature Bank, will be made whole while equity and bond holders are wiped out. Why, I wonder, will equity and bond investors remain loyal to regional banks?
https://nitter.moomoo.me/CathieDWood/status/1635259826182955008#m
US demand deposits - which make up the vast majority of M2 - have been falling since last August. Now we are seeing the consequences of the yield curve inversion that began last July, which I feared last September and described in the thread below. The inversion has worsened.
nitter.moomoo.me/CathieDWood/status/1574513481436520461#m (https://nitter.moomoo.me/CathieDWood/status/1574513481436520461#m)
https://nitter.moomoo.me/CathieDWood/status/1635259814292123649#m
**RT @ARKInvest:**
A brand new episode of "In The Know" with @CathieDWood (https://nitter.moomoo.me/CathieDWood) is coming tonight! Subscribe to our YouTube channel to be notified when it goes live. piped.moomoo.me/channel/UCK-zlnU… (https://piped.moomoo.me/channel/UCK-zlnUfoDHzUwXcbddtnkg)
https://nitter.moomoo.me/ARKInvest/status/1634313363063799808#m
As Art Laffer postulates in his latest book, “Taxes Have Consequences”. Given Biden’s latest budget proposals, the great migration to low or no tax states like FL and TN and, in my view, to countries hungry for innovation in Asia and elsewhere is likely to accelerate.
nitter.moomoo.me/KobeissiLetter/status/1633879279917252608#m (https://nitter.moomoo.me/KobeissiLetter/status/1633879279917252608#m)
https://nitter.moomoo.me/CathieDWood/status/1634053040348053506#m