doesn’t get more American than this

market pricing in 100bp cuts by year end stocks will crash even harder when the Fed stands still because their hands are tied with stagflation

time to start covering you’re welcome

if you married $HIMS @ 42 you should die for it @ 25

did you say thank you once?

$AMD round tripping to 2022 levels is not something I had on my bingo card this year

how to beat the market: increase beta exposure when everyone is complaining about how the economy is being handled decrease beta exposure when everyone is bragging about their YTD returns

betting markets placing odds of recession close to 70% because stonks turned to stinks I’ll take the inverse as trade imbalance will affect Q1 negatively but not Q2

if we crash the stock market to zero maybe we can get the 10Y under 4%

ironically, today might be the circuit breaker day

everyone bashing the dollar is your sign to go long US 🇺🇸

Elon saved the whole stock market by taking some time off Department of Government Efficiency

time to reduce beta exposure

and just like that recession odds to 49% because stonks always go up

wishy washy fiscal policy acting as quantitative easing no need for rate cuts this year

short beta trade unwinding is another opportunity for entry

high time to short beta

we crashed the stock market just for the 10Y to reverse @ 4.5% now

June dot plot is going to squash this rally when Fed announces no cuts for 2025 due to inflation uncertainty