Notes

An attack on Iran could spike oil prices to $120, driving US CPI to 5%, per JPMorgan, $JPM.
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JPMorgan’s, $JPM, Jamie Dimon has called on US to stockpile bullets, rare earth instead of bitcoin, per NYP
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Jamie Dimon of JPMorgan, $JPM: "You are going to see a crack in the bond markets. It is going to happen. I am telling you its going to happen, and you're going to panic. I'm not going to panic"
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“China is an adversary, but what I really worry about is the enemy within. Can we get our own act together, our own values and capabilities. This time is different… we have to get our act together and quickly," JPMorgan, $JPM, Dimon has said.
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Jamie Dimon of JPMorgan, $JPM, has said he is more worried about America’s ‘enemy within’ than China: ‘We have to get our act together and we have to do it very quickly’
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"Don't expect the market to go anywhere this summer," JPMorgan, $JPM, has said, per CNBC
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JPMorgan, $JPM, to start valuing crypto as part of clients' overall net worth, per Bloomberg
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JUST IN: JPMorgan, $JPM, to allow trading and wealth management clients to use crypto ETFs as collateral for loans.
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Jamie Dimon of JPMorgan, $JPM, said that the crisis in the bond markets is going to "make you panic."
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Jamie Dimon of JPMorgan, $JPM, has said that "Trump’s agenda would push U.S. allies toward China," per FORTUNE.
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Jamie Dimon of JPMorgan, $JPM, has said that "Trump’s agenda would push U.S. allies toward China," per FORTUNE.
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Jamie Dimon of JPMorgan, $JPM, says US debt is a big problem, and bond market spreads will gap out.
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"Immigration: what the hell were we doing? The bottom 20% of our population’s wages haven’t gone up for 20 years. They're dying 7 years younger," Jamie Dimon of JPMorgan, $JPM, has said.
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BREAKING: JPMorgan, $JPM, CEO Dimon has said: you're going to see a crack in the bond market.
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Jamie Dimon of JPMorgan, $JPM, backs Fed’s ‘wait-and-see’ rate cut strategy, per FORTUNE
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JPMorgan, $JPM, Dimon: I am not a buyer of credit today.
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Jamie Dimon says he’s not against remote workers—but they ‘will not tell JPMorgan, $JPM, what to do’
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JPMorgan, $JPM, CEO Dimon: There is an extraordinary amount of complacency over US debt and trade policies.
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JPMorgan, $JPM, CEO Jamie Dimon says markets are too complacent on tariffs, expects S&P 500 earnings growth to collapse
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JPMorgan, $JPM, CEO Dimon: I wouldn't take stagflation for the US economy off the table.
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JPMorgan, $JPM, CEO Dimon: We're going to allow clients to buy bitcoin, but we won't custody it.
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Jamie Dimon of $JPM on recession odds: `I wouldn't take if off the table'
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Gold could hit $6,000 by early 2029, JPMorgan, $JPM, has said.
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The U.S. is 'not a good place to hide' in a slowdown, JPMorgan, $JPM, has said.
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Markets are one Truth Social post from being up or down 5% every day, JPMorgan portfolio , $JPM, manager has said.
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Next stop for gold is $4,000, says JPMorgan, $JPM
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Take another example. So at a PRIVATE JPMorgan, $JPM conference with US Treasury Secretary Scott Bessent, Bessent talked about US and China, calling situation "unsustainable." The market rallied huge on the comments. But did someone at the conference know? Before the comments that were leaked to Bloomberg, a huge $SPXW 5800C expiring 5/16/2025 was placed unusually. It was 11% out of the money. Truly unusual. The trader then made $2 million in 30 minutes after the comments.
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JPMorgan, $JPM, sees the S&P500 falling to 4,000 in worst-case scenario
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“People say the next generation’s in bad shape. Really? They’re going to inherit a country that’s worth two [or] three hundred trillion dollars. They’re probably going to live to 120; AI is going to cure some cancers... They shouldn’t be bemoaning their situation, they should be looking at the world and saying, ‘What can I make of it? What can I do better than the folks before me?’” JPMorgan, $JPM, Dimon has said.
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Jamie Dimon of JPMorgan, $JPM, told investors last week that the ‘best case outcome’ is now a recession for the US, per WSJ.
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"Jamie Dimon of JPMorgan, $JPM, has said Gen Z has no reason to be depressed—as long as there’s no nuclear war they’ll have an ‘unbelievable life’," per FORTUNE
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Good morning to everyone:
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Goodnight to everyone:
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This is unusual. At a PRIVATE JPMorgan, $JPM conference with US Treasury Secretary Scott Bessent, Bessent talked about US and China, calling situation "unsustainable" on April 22nd. The market rallied huge on the comments. But did someone at the conference know? Before the comments that were leaked to Bloomberg, a huge $SPXW 5800C expiring 5/16/2025 was placed unusually. It was 11% out of the money. Truly unusual. The trader then made $2 million in 30 minutes after the comments. These types of trades have been happening with increasing frequency.
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Scott Bessent is speaking in 3 minutes. Yesterday, his comments of a possible China deal were leaked. Numerous traders made millions of dollars BEFORE the leak. Unusual
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Good morning to everyone:
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Good night to everyone:
$JPM $SPXW
This is unusual. So at a PRIVATE JPMorgan, $JPM conference with US Treasury Secretary Scott Bessent, Bessent talked about US and China, calling situation "unsustainable." The market rallied huge on the comments. But did someone at the conference know? Before the comments that were leaked to Bloomberg, a huge $SPXW 5800C expiring 5/16/2025 was placed unusually. It was 11% out of the money. Truly unusual. The trader then made $2 million in 30 minutes after the comments.
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Individual investors have become the most important holder of U.S. equities, owning around 60%, per JPMorgan, $JPM.
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JPMorgan, $JPM, says it is "tactically bearish on US stocks."
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