@Crowded_Mkt_Rpt@adamscochran The Friday ultimatum was to set up the entry for the Monday TACO
But we know he does this so I managed to participate in this one 😁 📝
5 minutes before Trump’s announcement:
* $1.5B notional worth of S&P500 (ES) futures are bought in a single clip.
* $192M notional of oil futures (CL) sold.
More than 4x-6x any other trade size during the market close.
Insiders profited from his lies in broad daylight!
Crude futures aren't telling the full story.
See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below.
Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels.
@smarter411 He killed the entire family of the current leader. There’s nothing he can say. If someone killed your whole family are you going to make a deal or seek your revenge to the death
@smarter411 Sam just the news alerts before anyone else gives them makes this subscription worth it. I always know every dip or rip i will see the reason within seconds here. Thanks as always
@AndrewMethey@charliebilello Ppl are buying protection in advance this time, before the big corection started. A bit weird indeed. Is this the cannary in the coal mine? Time will tell . Pretty soon, I think
The $VIX increased 48% this week, the 21st biggest weekly spike ever.
What has happened in the past following the biggest $VIX spikes?
Stocks have tended to bounce back with above-average forward returns.
Does this always happen?
No. There are no certainties in markets, only probabilities.
Pure speculation: If a deeper market correction in US equities would cause an earlier end of the Middle East conflict and the Middle East controls Trillions of dollars, what is the most likely result?
🚨 Howard Lutnick's family firm bought up the rights to tariff refunds for 20-30 cents on the dollar after Liberation Day last year.
Today, the Supreme Court struck the tariffs down. For every $100 invested, Lutnick's sons just made 3-5x.
Welcome to Crony Corrupt America.
Goldman says on Friday and Monday, hedge funds just logged their biggest two-day buying spree in over six months and one of the largest bursts of buying seen in the past two years 👀