The market's controlling narrative.
It is all about the controlling narrative in the market.
Just watch QQQ vs XLE, Interest rates (rising=bad) and Bitcoin
Chinese tariffs are about to be rolled back. (KWEB stalling for now) Bullish.
The weakness in yields, crude and copper shows recession is being priced in and we have entered into the demand destruction phase.
Commodity price are already falling off a cliff
Recession fears are putting in a bid for treasuries.
This equity rally can persist (S&P 4000 again).
Don’t chase the gap up, you should’ve bought 2 weeks ago.
Bitcoin is the only crypto and a true risk-on barometer for the markets.
Sam Bankman-Fried is bailing everyone out Jamie Dimon style (while playing league of legends).
The market’s controlling narrative in one chart. Study this.
Commodities are falling off a cliff. Recession pricing in.
Demand destruction phase is being priced in
We continue to like Take-Two Interactive and its outperformance
Return always wants its risk payment. For entertainment purposes only.
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