J-Storm
4.1K posts

J-Storm
@JMoneyStorm11
Jesus/Family/Trading/Gym. I trade $NQ exclusively. I enjoy sharing posts about my Catholic faith as well. Kyrie Eleison.
United States Katılım Şubat 2022
1.4K Takip Edilen1.5K Takipçiler
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Listen to this video twice, and then let it sink in:
Paul Tudor Jones explains that, when you're at 232% of stock market cap to GDP (which we are), and you just get a normal PE mean reversion of 30-35% (which typically happens every 10 years), that it would be the equivalent of removing 89% of GDP from the market. The implications of such a move would be devastating.
Full report: peakprosperity.pulse.ly/2logetjezo
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Are you starting to get it now?
National wheat harvest will be a 55 year low in 2026.
Ole S Hansen@Ole_S_Hansen
(Reuters) - Chicago Board of Trade wheat and K.C. wheat futures climbed by their daily trading limits on Tuesday after the U.S. Department of Agriculture projected the nation's harvest will drop to the lowest level since 1972.
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Nobody is talking about what actually happened in the market yesterday.
$2.6 trillion in S&P 500 call options traded in a single day. One day. The highest number ever recorded in market history. The chart goes back to 1999. Nothing comes close.
Here is what that means in plain English. A call option is a bet that prices go higher. When traders buy millions of these bets at once, the market makers who sold those bets are forced to buy the actual stocks to protect themselves. That buying pushes prices up, which makes more people buy calls, which forces more stock buying. The loop feeds itself.
The market goes up not because of fundamentals. It goes up because of pure mechanical force.
60% of all S&P options traded yesterday were calls. Not a normal day. Not even close.
Goldman Sachs had a name for it. Their own traders called it a "semi-irrational chasing mode." That is Wall Street's polite way of saying the market has lost its mind a little.
The Philadelphia Semiconductor Index RSI just hit its highest level since 1999. That was the dot-com peak. Nobody is saying this is 1999. But the market itself is drawing the comparison.
Here is the risk nobody wants to say out loud. When options expire or positions unwind, the mechanical buying stops. And it can reverse just as fast as it started.
The rally is real. The all-time highs are real. But $2.6 trillion in one day tells you this move is running on jet fuel, not fundamentals.
What happens when the tank runs empty?

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@4thOfJuly365 With a lead content measurement off the charts too.
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Great to be in Cincinnati this morning to vote for Vivek Ramaswamy for Governor, Jay Edwards for State Treasurer and Eric Conroy for Congress (OH-1). I hope you’ll do the same, Ohio!
Fox News@FoxNews
BREAKING: Vice President JD Vance casts his ballot in the Ohio primaries, cracking a joke to the press as he drops it in the box. "I have to hide it from the reporters. I don't want them to know who I voted for."
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The absolutely nails it. Go SP!
Charles Curran@charliebcurran
LA is worth saving. Vote Spencer Pratt.
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Maharaja Indian Cuisine is expanding to Papillion. Details on our News Briefs page: growomaha.com/news-briefs/

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@4thOfJuly365 Been to one of those in FL. I think it was Bradenton area.
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Nebraska is full of potential — and there’s no place better to start a family and build a career.
Redfin and Glassdoor just ranked Omaha the 2nd best large city in America for college grads.
✅A dynamic economy
✅Well-paying careers
✅Low cost of living
✅Affordable housing
✅Amazing people
#GoodLifeGreatPeople #GoodLifeGreatCareers
redfin.com/news/best-citi…

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