BREAKING: Iran directly rejects Axios' report that a new round of US-Iran negotiations is underway today, saying it is "false and primarily aimed at managing the market and oil prices," and also denies Al Jazeera's claims that Iranian technical experts have been sent to New York to join talks as completely untrue, per Fars. It is the second time this week Iran has said Western reporting on negotiations is aimed at manipulating the oil price, after it rejected the Reuters report on a phased path out of the war on Thursday.

IRAN DENIES REPORTS OF US-IRAN TALKS, CALLS THEM MARKET MANAGEMENT - FARS

what’s the opposite of climbing the wall of worry, cause it seems it seems to be happening now.

The Reuters report is false and its goal is to control the price of oil. no negotiations are underway. #Iran's position remains unchanged: the U.S. must fulfill the stipulated conditions in a single step so that the Strait of #Hormuz can be opened under Iranian control. Period.

Now we find ourselves in a race between the cost of money and the return on capex.

The market multiple is ultimately not just math as investor sentiment is in the equation too. So when firms/analysts claim that higher rates will be outstripped by the math of earnings, what does sentiment do to the multiple?

Freakn’ hilarious that $crwd gets pumped anytime AI security is mentioned. It’s not a plug and play issue.

ERP (earnings yield-bond yield) -1.08% historically rare risk premium. implies a 19.5% P/E multiple vs the current 28.16%

Made a little list of more “normal,” times for markets with respect to yields. Look at those multiples. Notice anything???

People repeating what the “experts,” are saying on @CNBC, these rates are “normal.”Think…what was the multiple on the stock market $spy during more “normal,” times? Going back to 1960 only twice was it ever more than 18X with yields over 4.5% on 10year. Today:28X and 2000: 29X

David Waddel whoever that is on @CNBC claiming higher rates are good for markets. Yet can only blush when @KellyCNBC brings up some salient points contradicting his asinine view.

$gral halted for trading as the FDA hears testimony on it efficacy. I’m willing to say right here besides some true haters it’s a slam dunk. Great day for fighting the evils of cancer.

Bessent buying back $6B of the $40 trillion U.S. debt visualized

Amen!

Don’t fight the trend. Which one? The one in the stock market or the one in the bond market? Hint: Stocks are to ships what the Bond market is to the ocean.

Hilarious algos driving up $crwd because they’re weighting Trump and Xi mentioning cyber security as a buy. On a down day for markets with surging Yields and a valuation that makes $PLTR blush . The height of retardation-SHORT.