Welcome to Gaia! ::

Recently, the Trump administration has initiated a broad freeze and review of U.S. foreign aid programs, leading to the suspension or elimination of various international aid initiatives. Here are some specifics:
USAID Programs Worldwide: Most U.S. Agency for International Development (USAID) programs have been halted. This includes a wide range of activities such as health, education, development, job training, anti-corruption efforts, and security assistance. The freeze has led to the cessation of operations for programs like emergency medical care for displaced people in conflict zones, health clinics in Haiti, and soup kitchens in Sudan.
PEPFAR (President's Emergency Plan for AIDS Relief): Although PEPFAR was granted a limited waiver to restart some services, it was initially included in the spending freeze, affecting HIV/AIDS treatment and prevention efforts worldwide.
Programs in Specific Countries:
Pakistan: USAID has suspended all funding for programs aimed at boosting agricultural productivity, impacting basic health, agriculture, disaster prevention, energy, business services, and conflict resolution.
Bangladesh: U.S. funding for refugee camps, particularly those housing Rohingya from Myanmar, has been interrupted, affecting essential services.
Ukraine: While military aid through the Pentagon remains unaffected, the State Department's foreign military financing and international military education and training have been paused.
Syria: Operations in Al-Hol and Al Roj displacement camps, including water sanitation and security, have been affected.
Africa: Anti-malaria campaigns in countries like Ghana and Kenya have been put on hold, with insecticide and mosquito nets stuck in warehouses.
General Impact on Humanitarian Work: The freeze has led to the immediate cessation of many humanitarian efforts, including those aimed at disease prevention, disaster relief, and support for vulnerable populations.
Administrative Actions: The administration has also moved towards dismantling USAID itself, with staff being placed on administrative leave, contractors being fired, and the agency's website becoming inaccessible, which has broader implications for all ongoing and future aid programs.
This situation has created a significant impact on global health, development, and humanitarian aid, with many programs either stopping work entirely or operating under severe constraints pending the review's outcome.

Coherent's Networking segment drives top-line growth of 27% with a 56% YoY increase, while other segments lag, raising concerns about diversification.
Profitability has improved, with gross margins rising to 38.2%, driven by AI datacenter demand in the Communications market.
Significant headroom for market share gains present a wildcard element, and the AI datacenter narrative must stay intact.
An increased discount rate and reduced free cash flow conversion temper enthusiasm, despite strong growth and Seeking Alpha's Strong Buy rating.
Bold investors find yet another quality datacenter infrastructure company in COHR stock.

Coherent's Networking segment drives top-line growth of 27% with a 56% YoY increase, while other segments lag, raising concerns about diversification.
Profitability has improved, with gross margins rising to 38.2%, driven by AI datacenter demand in the Communications market.
Significant headroom for market share gains present a wildcard element, and the AI datacenter narrative must stay intact.
An increased discount rate and reduced free cash flow conversion temper enthusiasm, despite strong growth and Seeking Alpha's Strong Buy rating.
Bold investors find yet another quality datacenter infrastructure company in COHR stock.

Trump's former Director of Budget Policy just revealed that he could finally undo Nixon's biggest error…

And return America to the gold standard.

Steve Bannon has even gone so far as to put every IRA and 401(k) investor on notice when he declared that...

Trump is in favor of returning America to a gold standard – and could do so in an Emergency Executive Order.

And when you realize Trump has been quietly positioning for this moment for DECADES, it all makes perfect sense.

After all, Trump started stockpiling physical gold the moment President Ford legalized private ownership again in 1974.

He even accepts gold bars as security deposits for his luxury apartments.

Plus, FEC disclosures reveal Trump is sitting on a massive personal fortune of physical gold.

It's why Bloomberg had to admit:

"Donald Trump Loves Gold and Don't You Forget It."

But here's the real bombshell…

question question

https://youtu.be/QyK7J7yIUlc?si=jtJcORPOR8cjtI4m

Quant update 14/04
SPX currently at 6120. There's a key resistance at 6130.

Quant says key levels are at around 6105 and below that 6040.

That 6040 level is quite supportive should we see a pullback.

Traders continue to bet on VIX to decline.

Not expecting any big tail risk still, as mentioned on weekend post.

Vanna and charm both supportive.

AS long as VIX continues to decline, vanna will be supportive to price action.

Quant still suggests that we can be at risk of bigger correction after March OPEX. Let's see

Key levels



6040

6068 -

6090 - possible bounce from here intraday

6105

6130

6140- likely to be max if it hits. mean reversion likely form here.

6150