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High_hopes

@scratches2k5

This past week: $AVGO 13% $AAPL 3% $AMZN 1.5% $GOOGL 10% $META 2% $TSLA 5% $TSM 5% $MSFT -2% $NVDA -4% >>$QQQ 1%.<< >>$SPY flat<< Seems more and more effort needed to push up higher in indices or even stay flat. Interesting…..🤔


When he speaks listen. He dislikes sharing a lot on fintwit, but the few he’s shared on here for everyone have been impeccable. Pay attention. $SPY $SPX $VIX

High yield spreads remain very compressed. Despite the rally in bonds yesterday high yield spreads actually widened. Quite unusual to say the least. Perhaps many funds are short the U.S. bonds, and long high yield forcing them to cover one and sell the other? Or the economy is…

davevermilion's tweet image. High yield spreads remain very compressed. Despite the rally in bonds yesterday high yield spreads actually widened. Quite unusual to say the least. Perhaps many funds are short the U.S. bonds, and long high yield forcing them to cover one and sell the other? Or the economy is…


quietly, within the last two months we’ve had about 5 of the mega caps have massive blow off moves. many aren’t connecting the dots. MSFT (ER), META (ER), AAPL , GOOGL (antitrust), AVGO (today ER). 10%+ moves within a day or two. Many aren’t connecting the dots yet…it’s close.


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

Anyone else feeling like, no matter what the PPI print tomorrow, they will spin it as bullish for the market and stocks will go up?



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…

🚨 Heisenberg Observation 🚨 $SPY is down 5 days in a row today. Longest such streak since April 2024. If we go red again on Monday and Tuesday, it will tie for the longest losing streak since March 2020 during Covid. I gotta imagine we get a green day on Monday and/or…



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

How to spot high vs low volatility regimes using the VIX @vixologist breaks down a simple yet effective framework for reading market volatility cycles.



Well, that didn’t take long at all 🥹😇

Ugh That gap is such a magnet. I’ll feel so much comfortable getting some longs once it’s filled, whenever that is 🥹🥹



😑$SPX $SPY $VIX

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



$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.

"Yesterday was a fascinating day for US equities... Is this the start of a great rotation? Only a very brave, or perhaps foolish, person would have any confidence in such a statement, but it did remind me ... of 2000..." Deutsche Bank's Raid says.

AxelMerk's tweet image. &quot;Yesterday was a fascinating day for US equities...
Is this the start of a great rotation? Only a very brave, or perhaps foolish, person would have any confidence in such a statement, but it did remind me ... of 2000...&quot; Deutsche Bank&apos;s Raid says.


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. @tallnfat


This insightful post, @hussmanjp 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. @SPX @SPY @VIX

Market conditions have been very favorable for many traders. Confidence in the FinX community has been rising to extreme levels because of it. I'd say people are going to get humbled, but come on... this is FinX... they do all the right things all the time, lol.



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


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….

I see no reason to exit long rates and indices here Tactical and positioning yes When one of them diverges I’ll reconsider



$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.

When the $SPX finally has that final 5-7% pullback for 2024 sometime later this month into July, some of ya’ll gonna bank so hard on them puts you might as well order that Lambo right now. ….said no one. Which is exactly why I think it will happen. The boat is still way too…



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

$QQQ - Because of course...

VolumeLeaders's tweet image. $QQQ - Because of course...


High_hopes reposted

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


High_hopes reposted

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


High_hopes reposted

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


High_hopes reposted

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.


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