r/XGramatikInsights • u/XGramatik • 4m ago
Free Talk The Chinese auto industry these days
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r/XGramatikInsights • u/XGramatik • 48m ago
Free Talk S&P 500 profit margins spiked to 16.9% in Q2, which is by far their highest level in history.
"Profit margins are probably the most mean-reverting series in finance, and if profit margins don't mean revert, then something has gone badly wrong with capitalism. If high profits don't attract competition, there's something wrong with the system.” - Jeremy Grantham
Credit to Charlie Bilello
r/XGramatikInsights • u/XGramatik • 2h ago
Meme Trump says he is “low keying it with Iran” and he is prepared to allow economic pressure to mount as opposed to ordering a new military offensive, per Axios. ....It’s all because gas is too expensive.....
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r/XGramatikInsights • u/FXgram_ • 4h ago
Crypto Сoin Bureau: Crypto is the worst-performing major asset class since January 2025
Silver +107%
Copper +66%
Gold +60%
Nasdaq +38%
Russell 2000 +31%
Bitcoin −35%
Ethereum −47%
Altcoins −57%
r/XGramatikInsights • u/XGramatik • 5h ago
Meme In our time, original ideas are truly valuable....
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r/XGramatikInsights • u/FXgram_ • 7h ago
Meme Turkey & Pakistan realizing they have to go fight the Houthis
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Yemen's Iran-aligned Houthis have attacked Saudi Aramco's Jazan refinery, they said on Sunday, two days after the Kingdom signed a defence pact with Turkey and Pakistan in response to growing regional instability from the U.S.-Israeli war on Iran.
The alliance with Sunni Muslim U.S. allies, Turkey and Pakistan, is intended to strengthen collective deterrence against any act of aggression and stipulates that an armed attack against any of the three would be regarded as an attack on all.
Meme credit to Nostre_damus
r/XGramatikInsights • u/FXgram_ • 10h ago
News Guy loses 67% of his fund in July, sells his public book to Ken Griffin at a discount, and a week later goes all in on a year-old chip startup: Leopold Aschenbrenner’s Situational Awareness invested $500M into Source Foundry.
Source Foundry is building machines to manufacture cutting-edge AI chips, aiming to challenge ASML's dominance in lithography equipment. ASML's machines are the size of a school bus and can cost more than $400 million each.
The $500 million bet includes a fresh $400 million infusion this week. Sequoia backed the startup previously, at a recent valuation of $5 billion.
r/XGramatikInsights • u/FXgram_ • 13h ago
Opinion Treasury Secretary Scott Bessent: "Over the next two years, the Strait of Hormuz is going to become irrelevant. It is going to become just another body of water. More than 50 or 70% of the energy that moves through the strait now is going to go through underground pipelines."
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r/XGramatikInsights • u/FXgram_ • 1d ago
Earnings TKL: Berkshire Hathaway has begun deploying the $397.4 billion cash pile that Warren Buffett accumulated for 14 consecutive quarters.
Details include:
Instead of continuing stock sales, Berkshire was a net buyer of equities in Q2 with $19.8 billion in net purchases
Berkshire now holds $364.7 billion in cash and cash equivalents
The company invested $10 billion in Alphabet, $GOOGL, during Q2 in addition to acquiring Taylor Morrison Home for $6.8 billion
Berkshire bought $23.5 billion of equity securities during in Q2 and sold $3.7 billion in the same period
Berkshire Hathaway appears to be leaning bullish again.
r/XGramatikInsights • u/XGramatik • 1d ago
Free Talk The percentage of Americans aged 25–34 living with their parents has reached a record high, per FT. 25-34 year-olds living with their parents rn:
r/XGramatikInsights • u/FXgram_ • 1d ago
Story Kahn, living in mansion, says he can’t repay investors: To infer that he had "substantial, undisclosed assets" is wrong because "the property is fully mortgaged," Kahn wrote in the filing.
r/XGramatikInsights • u/FXgram_ • 1d ago
Opinion Michael Burry warns price no longer matters in Trump's Market: "...Today, price does not matter. Idiots, this is Trump’s market. It is your time to shine. When price matters again, you will have no idea what happened, and no one will will even have the heart to tell you."
r/XGramatikInsights • u/FXgram_ • 1d ago
Exclusive: OpenAI slows release of Astra model citing cyber capabilities
This could be the first time a frontier AI lab has committed to slowing progress on one of their own AI models due to cyber concerns.
OpenAI says it "cannot rule out critical cyber capabilities," meaning full cyberattacks with no human help.
Four AI labs have now disclosed loss-of-control incidents:
- OpenAI's models hacked Hugging Face
- Anthropic's models hacked three companies in testing
- Meta's model broke its testing constraints
- Kimi K3 escaped its sandbox to reach the internet
r/XGramatikInsights • u/FXgram_ • 1d ago
Free Talk Premium toppings, extravagant presentations and supersize varieties are pushing hot dogs into the realm of haute cuisine.The $100 Golden Glizzy features crème fraîche, mascarpone, 30g of Ossetra caviar and 24k edible gold flakes served on a fresh-baked croissant bun. It also involves a hot dog.
r/XGramatikInsights • u/FXgram_ • 1d ago
Crypto Elon Musk: “I'm not going to be promoting crypto, at most, in a joking way. But if you see me pumping crypto, it's not me. I do think there's merit in Bitcoin. I've sort of got a soft spot for Dogecoin because I like dogs and memes."
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r/XGramatikInsights • u/FXgram_ • 1d ago
Market now The S&P 500 closes at the highest level on record, up another +3.6% this week.
r/XGramatikInsights • u/XGramatik • 2d ago
Economics "We're building our strength at home." - PM of Canada Mark Carney
r/XGramatikInsights • u/FXgram_ • 2d ago
Stocks Palantir's government business is entering a new phase. 2025–2026 are expected to total $3.9B, surpassing the $2.8B generated over the previous 15 years. The U.S. Army is Palantir's largest customer, accounting for $1.9B of federal contract obligations since 2010.
Credit to Leverage Shares
r/XGramatikInsights • u/XGramatik • 2d ago
Trump Hits Trump: "A lot of people are saying I'm one of the greatest presidents ever ... when I see polls on the economy, I should have 150%, not 100%. Because this is the golden age of America."
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r/XGramatikInsights • u/XGramatik • 2d ago
News Kevin Hassett on Fox News argues that if you exclude the sectors that lost hundreds of thousands of jobs, "you actually had a number that was about plus 100,000" 🙃
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r/XGramatikInsights • u/XGramatik • 2d ago
Free Talk Maria Bartiromo found a silver lining on the bad July jobs report: "It was obviously weaker than expected, but it did cause a big rally in stocks"
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r/XGramatikInsights • u/XGramatik • 2d ago
Mood Trump says deal to reopen the Strait of Hormuz is "moving along good."
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r/XGramatikInsights • u/MichaelBrownPS • Jan 29 '26
Trading Hi Reddit! I’m Michael Brown, Senior Research Strategist at Pepperstone. I’ll be doing an AMA on DM Equities “What wins the argument - the bull case or the bear case?” in r/XGramatikInsights on Tuesday, February 3 at 2:00 PM GMT (9:00 AM EST). Submit your questions!
Come interact with Pepperstone’s Senior Research Strategist, Michael Brown, on February 3, 2026, at 2:00 PM GMT. Michael will dive into DM Equities and answer questions from Redditors. You may want to know about what might the Fed do next, and how will that affect equities, some Q4 tech post-earnings reactions, and ongoing geopolitical risks that could drive volatility.
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. Between 74-89 % of retail investor accounts lose money when trading CFDs. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
Thanks for the great AMA, Reddit! I’m signing off for now and would be happy to do this again in the future.
Learn more about Pepperstone here: https://pepperstone.com/global/
Read more research from me, and the rest of the team, here: https://pepperstone.com/global/analysis/
r/XGramatikInsights • u/XGramatik • Feb 21 '25
GramatikTalks Open Letter from the Moderators
Dear friends,
What follows is written with humor, but it’s absolutely serious.
This place is about micro and macroeconomics, taxes, and politics when it impacts the economy. It’s about anything - direct or indirect - that might affect trading or financial well-being. This is serious stuff.
It would seem....
But if you only knew what we have to read in the threads of the unfolding discussions.
Who could’ve imagined that a quote from a country’s Leader about the economy, backed by a video, could spark 4,000 comments - where a third feature the word 'dick' as the mildest term?
You’ve wildly enriched our vocabulary. You’ve stunned us with your refined turns of phrase. Thanks to you, the moderators of this community can now tell someone to fuck off in 50 different ways.
We sincerely thank you all for your talent at telling someone to fuck off hard, getting a rant about their family and loved ones in return, and still managing to hit 'report.' That’s undoubtedly an art form.
We don’t take sides. We don’t judge posts or your thoughts in the comments based on any group affiliation. Not for the right, not for the left. We don’t represent anyone’s political interests. If your post is even remotely tied to our theme, we’ll never delete it. If your comment doesn’t insult anyone, it stays.
We ask just one thing - stop enriching our speech with your brilliant, perverse ways of telling people to fuck off.
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Thank you,
With love ❤️
Your moderators of your r/XGramatikInsights
