Cameron Wilson

@MarkMcGrathCFP You leave out the fidelity ETFs which have shown better sharpe ratios

Fine here $XEQT $XGRO $XBAL $VGRO $VEQT $VBAL $CAGE $ZEQT $ZGRO $ZBAL

@Thegreatplunger @IceCapGlobal @SteveSaretsky @ronmortgageguy

And no.. this will likely not end well.

While everyone was watching the Iran ceasefire rally, something far more consequential was being executed quietly in the background… Trump and Bessent deployed a $200 billion MBS purchase program through Fannie Mae and Freddie Mac during the war dip. This is not QE. The Fed’s balance sheet is untouched. No FOMC vote. No Powell press conference. But the transmission mechanism is identical. Liquidity injected into the mortgage market, rates pressured lower, credit easing.. engineered entirely outside the Federal Reserve. By the time Warch replaces Powell as Fed Chair, rates will already be moving lower. Not because the Fed cut. Because $200 billion in GSE mortgage demand was absorbed into the market while investors were too distracted by the war to notice. Now layer in the chart structure. Have now mapped every major 2%+ gap-up in S&P history. 10 instances going back to 1991. Exactly 5 genuine reversals. Exactly 5 dead cats. The variable that separated them every single time was not the size of the gap, it was whether the catalyst proved durable. The closest analog to today is January 17, 1991. Geopolitical shock. Self-inflicted by a foreign actor. Multi-month selloff. Then a single night gap up when the uncertainty premium collapsed. The market was up 28% over the next 12 months. The 2008 dead cats fail as an analog because the underlying problem was structural insolvency irreversible by any single news event. Today’s shock had a definable endpoint. That is a fundamentally different risk profile. This was deliberate. This was sequenced. Trump and Bessent took advantage of the dip to execute a rate reduction mechanism that bypasses the Fed entirely and the market has not yet priced what that means for housing, credit, and consumer spending in the back half of 2026. Watch the 10yr, Fannie/Freddie, and mortgage spreads. The setup is more constructed than anyone realizes.

@KobeissiLetter As civilizations age the wealth gap widens. China. India. Italy. UK. Etc.

The top 20% of Americans now own the majority of US real estate: The top 1% of US earners hold a record $6.1 trillion in real estate, followed by the next 19% who hold $21.0 trillion, an all-time high. This means the top 20% own a combined $27.1 trillion, or 56.4% of total US real estate wealth. By comparison, in the mid-1990s, this percentage stood at 47.6%. Meanwhile, the bottom 20% hold just $2.5 trillion, or 5.1%. At the same time, the 60th-80th percentile of US earners own 18.7% of real estate wealth. The US wealth divide is at record highs.

@AaronHectorCFP Isn’t acting as a CPA outside your scope of practice?

While reviewing a client’s tax return, I noticed that a donation we had arranged for a client last year had been input on the return as a regular cash donation. In reality, the donation had been made by a transfer of an investment from their portfolio, directly to the charity’s brokerage account. When you do this, you get the donation receipt for the fair market value of the investments transferred, based on the value at the moment it’s received by the charity, plus, any unrealized capital gains that you had on those investments? You are taxed at 0% on those. (If you have large capital gains on low cost bases, those are the perfect asset to give with) Last year, we had helped identify which of their investments to donate for the best tax outcome. We completed the transfer paperwork and arranged their signing and communicated with the receiving charity, etc… so I knew the details well. When you report this kind of donation, you are supposed to input it on Form T1170. You input the value of the donation from your receipt from the charity. But you also need to include the number of shares and the adjusted cost base on those shares. Even if it’s not taxable, CRA wants to know the details of the capital gain that’s being zeroed out. The client didn’t provide this (they never do) but we had all the information at our fingertips. We looked up the cost details, and input it on the tax return. We didn’t need to even contact the client. They just received their finalized tax return, with all of the correct information. That’s a client experience that I’m proud to offer. That’s the value of planning, investment management, and tax preparation under the same roof. We are able to make things easy for clients.

@cdntradegrljenn Options volume over last month approx 130k a day. Yesterday 600k. Criminals.

The ultimate pumper

@cdntradegrljenn Let look at the stock and option volume before this tweet. lol

@96derptroll @APompliano You are 100% correct. Pomp is a scam

@APompliano Pomp everyday: -Something something on geopolitics/domestic issues -Pushes the latest grift “Our AI”

The Iran war is going to end at some point. Oil will fall back below $80 per barrel. Our AI agents have identified 3 stocks that could double when oil falls below this threshold. Read now on ProCap Insights: procapinsights.com/app/articles/s…

@cdntradegrljenn Bi election.

Should government representatives be allowed to change political representation mid term? Why even vote, if you don’t get what you vote for? These are traitors.

@MPelletierCIO Trump will trade to enrich his family and gap up and gap downs do that.

oil stocks and etfs getting crushed today. so many pundits have been pumping them on extreme fear of the straight of hormuz shut down. if you got the timing wrong you could have lost a lot of money. by no means am I downplaying one of the largest oil supply interruptions in history. just that you have to be very careful on positioning around it. it isn't as straight forward as one thinks. resulting in a lot of oil levered longs screaming the market doesn't understand the depth of the situation...

@imetatronink @cduhaime @cdntradegrljenn

I'll be very surprised if the "ceasefire" lasts until the end of this week. It may not last until the end of today.

@cdntradegrljenn Follow the Trump trades.

This pump feels fragile.

@cdntradegrljenn Found it.

@CameronBWilson 😆 the new technical

We can post charts and technicals until we’re blue in the face, but this market is not trading on technicals.

@Micky_Finn @BrandoRepublic @foxandfriends Agreed. Israel not mentioned once in this deal. They are also the aggressor

@BrandoRepublic @foxandfriends It's 14 days. The terms have not been made public. What Al Jazeera published and Fox and others have run with was immediately disputed by Israel. Trump's statement was simply that it is a "basis for negotiation", not that he has agreed to it. Stop listening to idiots.

Iran’s Proposed Peace Plan 1. Non-Aggression: The U.S. must fundamentally commit to guaranteeing non-aggression. 2. Maritime Control: Continuation of Iran’s control over the Strait of Hormuz. 3. Nuclear Program: Acceptance that Iran can enrich uranium for its nuclear program. 4. Primary Sanctions: Removal of all primary sanctions on Iran. 5. Secondary Sanctions: Removal of all secondary sanctions against foreign entities that do business with Iranian institutions. 6. UN Resolutions: End of all United Nations Security Council resolutions targeting Iran. 7. IAEA Oversight: End of all International Atomic Energy Agency resolutions on Iran’s nuclear program. 8. Reparations: Compensation payment to Iran for war damage. 9. U.S. Withdrawal: Withdrawal of U.S. combat forces from the region. 10. Cease-fire: Cease-fire on all fronts, including Israel’s conflict with Hezbollah in Lebanon. @TreyYingst

@cduhaime Exactly. Why send in 3 c130s to rescue a guy 100 miles from the crash site.

Agreed - US military’s goal has always been to get Irans superior science (miltech), and it’s going back for that technology.

@cduhaime We also must learn that Trump will lie about anything when he thinks he can make money.

More confirmation that (a) Iranians were conned into accepting a cease fire; (b) US wants to profit off Iran charging to use its Strait of Hormuz, taking a percent of the money. So far this looks like complete defeat for Iran. Again, which country conned them and why? A mystery.

@cduhaime Israel is also the aggressor here. There weren’t mentioned once. This isn’t over for them.

@cdntradegrljenn Israel not mentioned once. This is their war that the USA joined. This is not over. Sell the news.

Good morning, fam! Take those gains today! You’ve earned it. If you are on the wrong side of this move, note your errors take them them as your advantage to become stronger and more knowledgeable. #namaste

@Gubloinvestor Risk adjust. This isn’t over. Israel not mentioned once. This is their war that dragged the USA in.

Will you buy or sell today?

@Rory_Johnston @LynAldenContact Yet spot is flat

There it is—Dated Brent (i.e., spot) crude hits $144.46/bbl, a new all-time high.

@TedHZhang 100%. Whatch trading volume for Trump family insider trades.

TACO TUESDAY?