To The Moon

The Old Man That Cried Wolf. After many weeks of pre-emptive Truth Social declarations that routinely cried wolf to the markets, Trump’s heavily promoted US-Iran peace deal finally graduated from social media propaganda. It became a verified, official framework agreement. Tentatively, the agreement to end the war, will be officially signed on Fri,19 Jun 2026 in Switzerland. At the just concluded G7 Meeting, Trump hogged the limelight and infamously declared that he has signed the MOU to: End a US blockade of Iranian ports. Reopen the Strait of Hormuz for 60-days tariffs free. Start the 60 days of nuclear negotiations. Equally important, it is confirmed too that Iran’s president Masoud Pezeshkian has counter-signed t

Last Week's Recap 1. Weekly Market Digest: Peace Deal Rally, Warsh's Hawkish Hold, PPI Shocks, Oil Crashes Peace deal — U.S.-Iran peace agreement reopened the Strait of Hormuz; NASDAQ +2.43%, S&P 500 +0.93%. Tech/semis surged double-digits; SpaceX ($SPCX) jumped ~20% in its second trading day. Fed debut — Warsh's first FOMC held rates steady but left the door open for late-2026 hikes; press conference spooked markets Wednesday (S&P -1.4%, NASDAQ -1.5%), with a partial Thursday rebound ahead of the holiday weekend. PPI shock — Wholesale prices rose 1.1% MoM, crushing the 0.7% consensus and reigniting inflation fears. Bond swings — 10-year Treasury yield traded around 4.48% early week before settling near 4.46%; the 2-year climbed 15bp as markets repriced Fed expectations post-meetin