Trade Secrets
Trade Secrets: Dailies 04.23.2026
US stock futures inched down Wednesday night after another record-setting session from the S&P 500 (^GSPC) and Nasdaq Composite (^IXIC).
Jack of All Trades
S&P + Nasdaq new ATH; ceasefire extended. BA obliterated estimates (loss −$0.20 vs −$0.69), beat Airbus on deliveries, +5%. TSLA EPS beat, auto GM 19.2%, robotaxi live 3 cities, +3% AH. IBM beat all lines but held guidance, −6% AH. SKORE: BA 7.2 · TSLA 6.2 · IBM 6.8
Trade Secrets
As I went thru the rounds, there was one chart that looked like it was giving away the next move. Perhaps I should’ve done a Saturday update but I’m thick in it for preparing my presentation at the Money Masters Symposium.
Jack of All Trades
Ceasefire expiry eve; S&P −0.6%; Trump extended it after close. UNH +7%: MCR 83.9% −90 bps, turnaround confirmed, guide raised to $18.25. GE orders +87%, EPS beat 16%—but no guide raise on Iran; stock −5%. SKORE: GE 7.8 · UNH 7.5.
After the RBA's aggressive tightening delivered a per-capita recession, the pivot is underway and the catalysts are clear: rate cuts, housing recovery, net migration demand, and a critical minerals complex that the energy transition has structurally re-rated.
For much of the late twentieth and early twenty-first centuries, globalization promoted the idea that geography had been transcended. Capital flowed across borders with minimal friction, supply chains spanned continents, and digital infrastructure appeared to dissolve distance.
The global digital asset landscape in 2025 is shaped by a widening gap between the narrative of where crypto is believed to be thriving and the empirical reality of where adoption is actually taking place.
So what about our April 7 anniversary date? Dow gapped up on the other side of it. I had expected the bounce to continue last week. The amplitude I wasn’t sure of but now we’ve reached a very important inflection point.
New Zealand enters 2026 in recovery mode after a technical recession in 2023–24 driven by aggressive RBNZ rate hikes, a cost-of-living squeeze, and weak consumer confidence.
I’m going to share the smartest post I’ve seen the whole year. I saw it the other day and for some reason I got distracted and didn’t copy it for you. I’m paraphrasing but it goes something like this: if you want to make money, be sure to look in places where nobody else is looking.
Subscribe now for 'What in the World!', 'Jack of All Trades', and 'Trade Secrets'. Your trifecta to build a superior Investment Edge
US company’s equities had soared more than 400% in echo of Wall Street’s 2021 ‘meme stock’ craze Read Full Article →
Inox Clean Energy is set to acquire Boviet Solar in a deal that could assign an enterprise value of about $750 million (around ₹7,000 crore) to the San Jose, California-headquartered company, said people familiar with the development. Read Full Article →
KPIT Technologies promoter Shrikrishna Patwardhan filed a regulatory declaration on April 11, 2026, confirming no encumbrance on company equity shares during FY26. The declaration, submitted under SEBI Regulation 31(4) to the company's Audit Committee, NSE, and BSE, ensures compliance with substantial acquisition and takeover regulations while maintaining
Tesla CEO Elon Musk says expect to see substantial increase in capex - conf call ... Read Full Article →
Ryan Roslansky has stepped down as LinkedIn's CEO after six years running the world's largest professional network. Dan Shapero, the company's COO, takes over immediately. Read Full Article →
Servicenow CEO says quarterly revenue growth impact is due to delayed sovereign cloud deals in Middle East - conf call ... Read Full Article →
Ed Ludlow gives us a first read on Tesla's first-quarter earnings, which beat Wall Street estimates. Adjusted earnings per share were 41 cents, beating the estimate of 34 cents. Shares rose... Read Full Article →
Reliance (RS) Q1 earnings beat estimates as steel/aluminum prices and record volumes lift results. Read Full Article →
Servicenow CEO says Middle East deals recognized as on-premise revenue, not ratable ... Read Full Article →
The company said, “For the second quarter in Drilling Services, we expect an average U.S. rig count of approximately 90 rigs. We anticipate exit... Read Full Article →
Musk notes: “We’re investing in and improving our core technologies: battery, powertrain, AI, software, AI training, chip design, manufacturing,... Read Full Article →
[株式会社shikakeru] [画像1: https://prcdn.freetls.fastly.net/release_image/180849/4/180849-4-576da8ad0cf383eb9753997c1c91204d-2048x1365.jpg?width=536&quality=85%2C75&format=jpeg&auto=webp&fit=bounds&am... Read Full Article →