The last time we heard from Powell he shifted expectations fairly significantly to let's say 1 cut at best for the year (give policy time to work etc).

Assuming this is the new baseline, how do you think Powell will communicate tomorrow?

Just sold my chair for more cash to buy the dip

Outside of LT returns does anyone have some good research/thoughts why this is irrelevant over the course of some intermediate time frame (over 1 year under say 5).

$ES_F

$ES_F

Technically speaking, this is my quant.

$TSLA

These $SPX charts are exactly the same.

👉The only difference is your bias.

They did the meme $JPY

This took 4 years to play out.

$XJY

Remember to protect your brain in 2024.

$ES_F

90's bubble.

Note the role of the big breakdown in the $Yen

March 2nd on the left.

April 25th on the right.

I finished an email with ‘any issues, please just get in touch to discuss’ and they got in touch to discuss.

Tbf it was odd seeing $TSLA fintwit stock leaders talking about auto multiples and in some cases even flipping short.