If Powell says today that rate cuts can wait because the economy is strong… That’s bad news for $GLD. Because then, strong economy = stronger dollar; and investors shift to risk assets over safe havens. $BTC to the moon 🌙

Valuation only HALF recovered from April low thanks to strong #earnings while price has more than recovered - one reason I still like US equities, and mag7 and #tech. Concentration is a feature not a bug of this phase of AI transformation!

What are you predicting Papa Powell to do today during the CPI call?

S&P 500 expected +2.8% for Q2. That's the smallest increase in two years! Can’t believe how today’s headline numbers are there to fool people. If you dip into the sectors: tech and communication services are still strong, but energy is a complete mess!

Here is a backtesting strategy for ya: 1. Choose 3-ETF Basket Portfolio 2. Rank ETFs weekly based on: - 10-day % change (momentum) - 14-day RSI (filtered to 40-70 range) - Anchored VWAP trend vs. 30-day VWAP - Relative volume (over 1.5x average) 3. Buy Top 3 ETFs

The Scotland Meeting Just Changed Everything—And Nobody Saw This Coming Trump and von der Leyen announced a 15% tariff deal, but that was just the cover story. The real deal was never about tariffs. Since the media won't tell you, here's the real breakthrough... A Thread 🧵

76% of the US stock market is now just the top 10% of companies.. That’s more concentrated than during the Great Depression… and the Dot-Com Bubble. In the 1980s, it was under 50%. Also: 10 stocks now = 40% of the S&P 500. This isn’t a market anymore. It’s a monopoly. What