

If I’m being totally honest I think market chops for the next 45 days till FOMC. Warsh can set the tone but a prolonged draw down till the fall wouldn’t be shocking. S&P gives back 18-20% Bitcoin dips to 55k area if it gives up 72k imo Alt see some ugly price action You have consumer spending declining Credit card and car loans defaulting at record rates. AI companies raising capital and IPOing at insane valuations with little to no revenue. More sellers than buyers on homes and buyers have limited money and 7% mortgage rates they won’t wanna buy right now. All while inflation is rising. It’s an ugly scenario for the financial system. The optimistic reality of all of this tho… Every. Single. Crash. 2000, 2008, 2016, 2020 and beyond The fed has done one thing Print. More. Money && they will again. It’s truthfully why I’ve been more hesitant to go fully risk on. Picking a lot of spots. And taking smaller wins than holding a lot of positions. It’s not an easy market to trade right now, simply because everyone can feel something is off, but the market keeps going up, and probably will continue to do so Until… it doesn’t. Then, shocker, it will again










