JPM
JPMorgan Chase & Co.
stock NYSE

TWST also updates their IR presentation for the JPM healthcare conference, found [here](https://investors.twistbioscience.com/events-and-presentations/presentations/).
I'm so bullish on this.

BMEA +7% at the open on Day 1 of JPM.
Not on new data — but on expectations shifting.
December created the scientific foundation.
JPM is where credibility, regulatory direction, and execution start to matter.
Early move, light volume, still plenty of skepticism out there.
If management communicates discipline and clarity this week, this doesn’t feel like the end of the move — more like the beginning of a re-rating.
Watching closely how the narrative evolves.

Last day to load up on WVE before the JPM Healthcare conference tomorrow!

Calls on JPM/V at open?

Institutional Alpha: Decoding the JPM QuantSignals 'Katy' 1-Month Prediction

JPM calls gonna bring my port straight into negative today… sick

Trump wants to point his guns at the likes of JPM, C, BOA, etc and chop their profits on 1.3 trillion US CC debt by more than 50%.
BAHAHAHAHAHAHAH.....
He dont have that kind of firepowa...NO ADMINISTRATION has that kind of firepowa, LEAST OF ALL dumpo.
Those bank FUCKS OWN THE WORLD Bro....

Isn’t it the JPM healthcare shit in San Fran?

JPM forecasting no cuts in 2026 and Fed hike in 2027.

Yea the history is crazy. JPM just paying billion dollar fines and naked shorts. Commodities in general are interesting

Great opportunity to get into JPM and AXP

160IQ play: Selling JPM puts for the ER tomorrow
Selling AMD 200P weeklies
Thank me later

* NVDA 8%
* MSFT 8%
* GOOGL 7%
* AMZN 7%
* ASML 8%
* MU 6%
* CRWD 6%
* MELI 5%
* ISRG 4%
* LLY 5%
* CEG 5%
* VST 4%
* ETN 5%
* CVX 4%
* JPM 3%
* CAT 3%
* LMT 6%
* RTX 6%
70% in Fidelity World Index Fund (PIOWA) - Which I may move into an All world fund for some EM exposure as I'm rather tech/AI heavy.

30% in the above Pie.
Looking to keep this for at least 2026, maybe until 2028.
Thoughts?

This reminds me of something many years ago that my landlord once said to me, which was "Nick, you're in a rut". I was sharing a mansion flat with him in Putney (West London), I was working in the City for I think either Chase or JPM Chase, having started at Chemical, and in my spare time I was self absorbed designing a node base technical analysis trading system. I didn't consider that I was, but he was right and I made a change. If you have other hobbies or skills, maybe explore those and find others with the same interests or passions. If you have a decent camera, like photography, would like to photograph models (amateur or professional) but lacked the courage, see if there's a meetup group that arranges group photoshoots, or check purpleport for example and arrange your own. If you're a reasonable musician, join an orchestra, see if there are smaller ensembles to join, etc. Basically, anything to get away from the keyboard, screen and trading for a bit. You might even find that you don't want to go back, while being richer at the same time.

# Today is Monday, the 12th of January
## Upcoming events for Monday, January 12th
- Stock splits:
- AKAN @ **1:5**
- CDIX @ **1:3**
- DRCT @ **1:55**
- GOVX @ **1:25**
- VSME @ **1:20**
- Expected earnings:
BAOS, BNED, EDUC, SIFY, SOTK, VMAR, VWAV
- Ex-div:
GROW, SCVL, YBST, YBTY
## Upcoming events for Tuesday, January 13th
- Stock splits:
- FGHFF @ **1:10**
- Expected earnings:
BBCP, BK, BMRA, CNXC, DAL, FNGR, JCTC, JPM, KARO, LOOP, NTRP, PKE, PLG, PXED, RMCF, TRX
- Ex-div:
CVGW, OZK
- Economic events and announcements:
- 10-Year Note Auction (previous: 4.175%)
- 3-Month Bill Auction (previous: 3.540%)
- 3-Year Note Auction (previous: 3.614%)
- 6-Month Bill Auction (previous: 3.475%)
- CB Employment Trends Index (previous: 105.80)
- FOMC Member Barkin Speaks
- FOMC Member Bostic Speaks
- FOMC Member Williams Speaks
## Upcoming events for Wednesday, January 14th
- Expected earnings:
BAC, C, CODI, CVGW, FUL, HOMB, HOVR, RCT, RFIL, UCB, WFC
- Ex-div:
CMCSA, IDCC, SAIC
- Economic events and announcements:
- 30-Year Bond Auction (previous: 4.773%)
- ADP Employment Change Weekly (previous: 11.50K)
- API Weekly Crude Oil Stock (previous: -2.800M)
- CPI (consensus: 0.3%, previous: 0.3%)
- CPI (consensus: 2.7%, previous: 2.7%)
- CPI Index, n.s.a. (previous: 324.12)
- CPI Index, s.a (previous: 325.03)
- CPI, n.s.a (previous: 0.25%)
- Cleveland CPI (previous: 0.1%)
- Core CPI (consensus: 0.3%, previous: 0.2%)
- Core CPI (consensus: 2.7%, previous: 2.6%)
- Core CPI Index (previous: 331.07)
- FOMC Member Barkin Speaks
- Federal Budget Balance (previous: -173.0B)
- IBD/TIPP Economic Optimism (consensus: 48.2, previous: 47.9)
- NFIB Small Business Optimism (consensus: 99.5, previous: 99.0)
- New Home Sales (consensus: 715K, previous: 800K)
- New Home Sales (previous: 20.5%)
- Real Earnings (previous: -0.1%)
- Redbook (previous: 7.1%)
## Upcoming events for Thursday, January 15th
- Stock splits:
- AMCR @ **1:5**
- Expected earnings:
BLK, BSVN, FHN, GS, IIIN, INDB, INFY, JBHT, KIDZ, MS, TSM, WABC, WAFD, ZBAI
- Ex-div:
BELFA, BELFB, BPOPM, CAC, CFBK, CHCO, CSWC, DHCNI, METCZ, NWFL, OCCI, OCCIM, OCCIN, OCCIO, PECO, STRC, TRIN, VSEC
- Economic events and announcements:
- Atlanta Fed GDPNow (consensus: 5.1%, previous: 5.1%)
- Beige Book
- Business Inventories (consensus: 0.3%, previous: 0.2%)
- Core PPI (previous: 0.1%)
- Core PPI (previous: 2.6%)
- Core Retail Sales (consensus: 0.4%, previous: 0.4%)
- Crude Oil Imports (previous: 0.563M)
- Crude Oil Inventories (previous: -3.832M)
- Current Account (consensus: -240.0B, previous: -251.3B)
- Cushing Crude Oil Inventories (previous: 0.728M)
- Distillate Fuel Production (previous: 0.081M)
- EIA Refinery Crude Runs (previous: 0.062M)
- EIA Weekly Distillates Stocks (previous: 5.594M)
- EIA Weekly Refinery Utilization Rates (previous: 0.0%)
- Existing Home Sales (consensus: 4.24M, previous: 4.13M)
- Existing Home Sales (previous: 0.5%)
- FOMC Member Bostic Speaks
- FOMC Member Kashkari Speaks
- FOMC Member Williams Speaks
- Gasoline Inventories (previous: 7.702M)
- Gasoline Production (previous: -0.472M)
- Heating Oil Stockpiles (previous: 0.672M)
- MBA 30-Year Mortgage Rate (previous: 6.25%)
- MBA Mortgage Applications (previous: 0.3%)
- MBA Purchase Index (previous: 159.3)
- Mortgage Market Index (previous: 270.8)
- Mortgage Refinance Index (previous: 937.0)
- PPI (previous: 0.3%)
- PPI (previous: 2.7%)
- PPI ex. Food/Energy/Transport (previous: 0.1%)
- PPI ex. Food/Energy/Transport (previous: 2.9%)
- Retail Control (previous: 0.8%)
- Retail Inventories Ex Auto (consensus: 0.0%, previous: 0.0%)
- Retail Sales (consensus: 0.4%, previous: 0.0%)
- Retail Sales (previous: 3.47%)
- Retail Sales Ex Gas/Autos (previous: 0.5%)
- Thomson Reuters IPSOS PCSI (previous: 51.86)
^^^^2026-01-12

V, MA, JPM, APX fucking woof

The LBMA isnt only a warehouse with availble silver for delivery, but vaults that hold Silver bullion for people that have bought physical and need to store it somewhere, like us.. but their's is too large to stash under a mattress. like think a few million ounces. A significant proportion of LBMA vault inventory is for physical backed ETFs, so again not for sale.
CME warehouses are draining and people need to move the millions of Oz somewhere... atleast before they ship it to China. JPM morgan have been withdrawing 1.3m oz a day last week from Comex.. they need to put it somewhere. So like you said the LBMA increase is hiding the true picture

Sad thing is, most popular silver analysts make the same claims as Asian guy, claims that are unverifiable. Like JPM's silver position and all the other leaks and rumors. I don't see Asian Guy as worse than the rest tbh. They are all parrots in my eyes, who assume too much without critical analysis. There are only 2 true PM fundamentals, and that's currency debasement and price suppression. The lies start very quickly with everything else.

JPM Healthcare conference this week. Time for biotech to be in the news.

FDVV
I agree with the sentiment that dividend ETFs don’t make sense in most scenarios, but if you reinvest them into FDVV the performance is pretty decent and even beat the S&P500 over 5 years. Its top holdings include Nvidia, Apple, Microsoft, JPM.