$BYON better put its retail business in focus and working. Crypto bros are going to take a nap for a while. That momentum is gone for now. With Trump wanting a recession, things look challenging.

The Euro is back with a classic 🇩🇰 vs 🇨🇵 Vincent Deluard tactic is Long Inflation vs manager Andreas Steno Larsen who plays counter attack against inflation. 🍻

Some money will search home out of US imo. Andreas Steno Larsen Vincent Deluard

$GDX $GLD

Services Stocks > Goods Stocks? Bob Elliott

Yes but one leg missing, lower yields. Could yields drop after foreigners adjust positions? Thats the real question.

If Jared is right, Gold might have a pause of his way higher. I can see it also short term, after foreigners adjust their positions we might see and bond and usd rally. The flows returning to US with Apple and tech pivot on tarrifs could be the trigger. Let see.

Agree, this builds the case for a pause on usd bear and also a pause on gold rally.

100% No one will onshore with this volatile environment. The question remains, whats the real end game here?

This guys is always 6 months too early Not the time yet

They are blindly firing at all directions. IMF must look at this government and say "Flip flopping every day, let's make US the US again"

We need to Touch pre liberation day levels, and then press the short

So i guess tarrifs deals wont happen , right? they need it to go with tax cuts

I would like to understand how can we reach tarrifs deals,if the whole tax cuts are supposed to be balanced with external tax revenue.(DOGE already a failure) Lutnick says foreigners cars finished in US also pay tarrifs Thoughts? ʎllǝuuop ʇuǝɹq Vincent Deluard Le Shrub🌳

Arch enemies Andy Constan and Cem Karsan 🥐 both think we squeeze higher... When a common goal joins long lasting enemies, you know the cause is strong Shorts will have to hold on for now $SPY

Dont agree, US debt is in usd and they have the power to print... In which situation can US default on it usd based debt? Only if politics decide to... Michael Green Warren B. Mosler Vincent Deluard

Elon wanted a copy of Milei roadmap in US Trump is a spender, Elon is sad Its was very predictable that marriage wouldn't last

The same thing i told Bob many weeks ago. Fight your inner bear. It never lasts

finally, and Trump too Until now there is only one that promised what he would do and its delivering without bs Milei

Its kind of crazy to see Cem being Dr Doom and Roubini being Dr Boom lately crazy times