This is not oil, a meme stock or even a shitcoin. It’s credit card debt in America.

$TLT lows, $DXY highs, $SPY flatline. Something has to give Wednesday.

The Fed’s 3 month treasury constant maturity minus federal funds rate is at the highest level for the year. There’s a stronger argument for 100bps than 50bps. However, I still think 75bps is what they’ll deliver. fred.stlouisfed.org/series/T3MFF

I think the best trade I’ve ever made is locking in a 2.87% mortgage rate 😂

Honestly is it just me or this is the saddest Powell presser I’ve ever listened to? You can tell the Fed is just exhausted from this pertinent inflation and they are nowhere close to being done. Nothing dovish- just frustration, hawkish and exasperation.

Lots of notables in Fed Chair Powell’s remarks at his press conference including a shift in the balance of policy risk: from prior concerns of being too aggressive to the current worry of doing too little. Underpinning this is—finally—better appreciation of the inflation dynamics

Paper prices are slumping and mills are cutting production, a worrying sign that an economic slowdown is already under way trib.al/V2DQU2e

“A game-changing spy thriller.” Experience the six-episode event, Marvel Studios’ #SecretInvasion, streaming this Wednesday on Disney+.

Seems we can’t seem to get far from this level…at least not yet.

$VIX stays at 13-12 for next 3months $DIA is slowly dying but Q’s and SPY barely budged >3% Everyone is so dismissive of an even possible 5% pullback. GDP coming lower=growth slowing, but tech will outperform. This is what permabulls are counting on. Godspeed to them.

The fact that your recent posts being diff from what you usually say- now leaning towards being quite overconfident and thinking nothing can go wrong, isn’t that in itself a cautionary flag for you? Just wondering….

This is me. For my personal records. What if today was a long term top in the stock market? What is my exit strategy. What do I do from here? Today just feels so emotionally unsettling to me. $SPX $SPY $Qqq

This insightful post, John P. Hussman, Ph.D. post yesterday, and VolSignals post about lowest cost to hedge. Today with the whole of fintwit is dunking on Marko Kolanovic for being fired. That’s all you need to know. Saint Pius X @SPY ViX

The funniest thing is how everyone woke up today thinking the market is now going to be carried by 493 stocks lmao. This delusional thinking will be the rugpull to get people averaging down forever. There’s no free lunch/risk free equity market. Thorton Melon

$SPY $QQQ $IWM Yay…rotation. I’ve been cautiously long and was always on the lookout for such a signal. No need to go on a diatribe, read for yourselves. Damn, history does rhyme. Goodluck to us all.

😑$SPX $SPY $VIX

Well, that didn’t take long at all 🥹😇

Very very very informative interview! Learned a lot, and will absolutely recommend. Thank you all so much. $VIX $SPY $SPX $QQQ

Heis, I love you to death and followed you for years. But in context we just had a 35% rally all gas, literally no brakes at all. 60+ days over 20dma, clocked 22.8 P/E, touched upper bb a gazillion times and no pullback. This is more than a 5day or 1week event, JMO. But, I’m also

my bro still thinking about monthly data prints 😭. They are so manipulated that in summer 2024 I decided to just assume every print is a bullish print- thanks to Yellen and Biden. Hasn’t changed, PPI, CPI,Jobs etc- they are and will always come out bullish. $SPY $VIX $QQQ