Keep pulling the thread on Lyn Alden.
Traffic is starting to flow through the Strait of Hormuz following a period of conflict.
WTI crude oil prices dropped by 885 basis points to $69.28 per barrel as the market priced out geopolitical risk.
The US Dollar Index rallied 210 basis points to 101.54, breaking above a 15-month trading range.
Lyn Alden believes the Federal Reserve will not allow an illiquid US Treasury market and will ensure that treasuries continue to be bought.
Lyn Alden predicts the US budget deficit as a share of GDP will remain in the mid-to-high single digits for the foreseeable future, exceeding the Treasury Secretary's 4% forecast.
China possesses a significant economic moat due to its massive power generation capacity, which is advantageous for both its industrial base and AI development.
The South Korean KOSPI index experienced a 10% limit down move, which put pressure on US semiconductor stocks.
Micron delivered a spectacular earnings beat, which triggered a relief rally in semiconductor stocks.
The total market capitalization of stablecoins has grown from approximately $30 billion in January 2021 to $300 billion.
Lyn Alden predicts the stablecoin market capitalization will eventually exceed $1 trillion.
SpaceX recently announced a $60 billion all-stock acquisition.
The combined valuation of SpaceX, Anthropic, and OpenAI is approaching $3 trillion.