JPMorgan kicks off 2026 earnings season. We analyze net interest income forecasts and CEO Dimon's guidance on the soft landing.

Bitcoin defends $91.000 support. Analysis of weekend volume and critical liquidation levels ahead of Monday's open.

JPMorgan kicks off 2026 earnings season. We analyze net interest income forecasts and CEO Dimon's guidance on the soft landing.

Bitcoin defends $91.000 support. Analysis of weekend volume and critical liquidation levels ahead of Monday's open.

JPMorgan kicks off 2026 earnings season. We analyze net interest income forecasts and CEO Dimon's guidance on the soft landing.

OPEN // $7.29 Trump Mortgage Bonds: Political Theater as Credit Catalyst The 45th President’s latest housing proposal carries 3.2x leverage to his rhetorical volatility. We price the put option on policy stability using campaign trail beta. The Macro Divergence Washington’s new housing math works like this: every “stupid Biden” insult at a donor dinner (see:…

USO // $70.78 Venezuela 2026: Petrodollars & Peril Sanction-ridden supply meets GBM’s cruel drift—where political calculus outweighs stochastic models. PDVSA’s decay curve steepens while Shanghai quietly accumulates warrants on 18° API crude. The Macro Divergence Washington’s sanctions enforcement oscillates between performative seizures and actual supply disruption—note the 17 tankers idling in Maracaibo last quarter versus…

INTC // $45.55 Chipmaker on the Brink: Intel’s Trump Rally as Value Trap or Turnaround? Political tailwinds push INTC +28% YTD despite structural headwinds. Dividend sustainability questioned as foundry bets demand Capex beyond cash generation. Gordon Model reveals valuation fragility. The Macro Divergence The semiconductor sector trades at 18x forward earnings while Intel languishes at…

BTC-USD // $90,580.17 BITCOIN AT $90K: THE LIQUIDITY FRONTIER The $90,580 support level represents both technical confluence and psychological battleground as institutional flows collide with retail FOMO. Volatility compression suggests impending directional resolution. The Macro Divergence While traditional asset classes grapple with monetary policy tightening, Bitcoin’s pseudo-sovereign monetary properties create asymmetric correlation breaks. The $90k…

Hygremon Elite (executive_brief)