JAZ Macro (@JAZCap) header
JAZ Macro (@JAZCap) profile picture

Macro trader specialising in Futures

Sydney, New South Wales
Joined December 2017
Photo by JAZ Macro (@JAZCap)Photo by JAZ Macro (@JAZCap)Photo by JAZ Macro (@JAZCap)Photo by JAZ Macro (@JAZCap)Photo by JAZ Macro (@JAZCap)Photo by JAZ Macro (@JAZCap)Photo by JAZ Macro (@JAZCap)Photo by JAZ Macro (@JAZCap)Photo by JAZ Macro (@JAZCap)Photo by JAZ Macro (@JAZCap)
so merger of equals?? no premium.... so why is tesla priced at 300x+ earnings???
Breaking: SpaceX $SPCX and Tesla $TSLA could announce a record $3.5T merger as early as December, per Bloomberg It would become world's 5th largest company
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JAZ Macro retweeted
It is completely fucking insane that outlook is still down! They should fire Satya Nadella for this. They won't because tech companies are all run by psychopaths and sycophants but this is beyond inexcusable. How is it all day? Truly bonkers
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老特五月访华没带黄仁勋这个事,据说是出发去中国前,对所有要去的人进行了一个背调,然后中情局就把黄仁勋这事儿给捅出来了。 卢比奥看到简报后,应该是擅作主张,把黄仁勋给拿掉了,所以当时出访去中国的名单里面没有黄仁勋。 最后还是特朗普,看到名单觉得非常奇怪,这么大的企业,而且是在风口浪尖上和中国去讨价还价的当口,怎么可能没有黄仁勋呢,再说了,这点事对特朗普来说也不算啥。 所以这就有了黄仁勋紧急飞到阿拉斯加,在半途中登上了空军一号。 这么一来,所有的细节都对上了。 所以很多事情,当时觉得奇怪,但实际上全都是有原因的,无风不起浪。
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lost Kansas, Texas, South Carolina and Mississippi.but the most transformative..... the level of self delusion is unreal.....
A White House official tells me Pres. Trump is standing by Sec. Lutnick:   “President Trump maintains complete confidence in the secretary and his ability to carry out the position as the most transformative Commerce Secretary in modern history.”
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hooooooooooooooooooooooooooooooooooot
US INFLATION COMES IN HOTTER THAN EXPECTED IN OCTOBER US headline CPI rose 0.4% in October, above the 0.3% forecast, while core CPI increased 0.3% versus 0.2% expected. Food prices jumped 0.5%, energy rose 0.7%, and gasoline climbed 1.0%. Housing costs increased 0.3%, while real earnings for private-sector workers were unchanged. The hotter-than-expected inflation report strengthens the case for further Fed rate hikes.
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JAZ Macro retweeted
Holy shit
Apparently there’s a lady named Dana White who is an DoD public affairs assistant and I guarantee you someone recommended her to Trump and he thought they meant UFC Dana White and nobody is allowed to correct him lol
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Apparently there’s a lady named Dana White who is an DoD public affairs assistant and I guarantee you someone recommended her to Trump and he thought they meant UFC Dana White and nobody is allowed to correct him lol
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25th amendment……
*TRUMP: DANA WHITE OFFERED JOB OF PRESS SECRETARY OF US
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2028 is going to be lit!!!!
Jessica: It boggles my mind that Republicans would look at the outcome from Tuesday night and think, you know who needs a bigger job? Stephen Miller. Texas is blue. Ted Cruz is sitting there by himself wondering if anyone will ever sit at a lunch table with him again. If you want to win elections again, I think this is one of the dumbest things you could do
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Tesla did not choose to end Cybertruck production. Nobody wanting to buy it is what killed it. Cybertruck is the biggest automotive flop in history designed by a moron who some people still think is a genius.
$TSLA - TESLA TO END CYBERTRUCK PRODUCTION IN MAJOR AI PIVOT Elon Musk announced Tesla will wind down Cybertruck production by mid-2027, freeing capacity at Gigafactory Texas for Cybercab robotaxi production. The Cybertruck fell far short of Tesla's 250,000 annual sales target. US sales dropped 48% in 2025 to just 20,237 vehicles, with another 38% decline through September 2026. Tesla is now doubling down on AI-powered autonomous driving as its next major growth opportunity.
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In a 2023 $TSLA earnings call, Elon Musk claimed Tesla had ***one million*** Cybertruck reservations. As of now, a TOTAL of approximately 71,000 Cybertrucks have sold. Today Musk announced that Tesla is DISCONTINUING the Cybertruck. Securities fraud, anyone?
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JAZ Macro retweeted
No Intel, no Qualcomm: Huawei unveils desktop built entirely with China-made components: SCMP. Goodbye China market
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Iran says US response to its demands was not convincing
پاسخ آمریکا به حقوق و مطالبات ایران قانع‌کننده نبود و آن‌ها باید کامل و صریح هفت شرط ایران را پاسخ داده و به آن عمل کنند؛ تنها در این صورت تنگه هرمز باز خواهد شد.
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JAZ Macro retweeted
Al Araby Al Jadeed again! That’s 6 fucking times it has published fake news.
SOURCES CLOSE TO THE NEGOTIATING TEAM: TEHRAN WILL ANNOUNCE A CONCESSION REGARDING ITS NUCLEAR PROGRAM IN EXCHANGE FOR WASHINGTON ANNOUNCING THE RELEASE OF PART OF TEHRAN'S FROZEN FUNDS.
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JAZ Macro retweeted
Replying to @JAZCap
Its a dodgy Qatari new service based out of London. Even Bibi has not heard of the deal but these guys have lol
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so it's an agreement to get back to talking??? yes, MASSIVE DEAL....
The discussion now revolves around the first step and how to announce reaching an interim agreement, followed by the return of both parties to negotiations - Al Araby citing sources close to the mediation team
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lololololololol
Trump: "If people ever got tired of me in the US, I'll move to Israel and become prime minister"
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if there was a deal close, WHY didn't he hype it up????? cos it's just another BS headline from al harda hsdfioyby doifsudfdsu
Trump ends remarks on Fox News
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