bh_prop

Round 1: tariff tantrum Round 2: November 2025 Round 3: March opex with war/oil tantrum

@LogicalThesis @ZaStocks In every single one of your examples the “good” news you say bottomed the market came days after the actual low. 2020 was already up something like 10% before Fed went zirp

@ZaStocks 2018 we bottomed when fed pivoted (taper tantrum) 2020 we bottomed when fed dropped interest rates to zero (support markets) 2022 we bottomed when CPI had its 3rd monthly print of showing the trend is in decline (worst was behind us) 2025 we had the 90 day pause on tariffs

The news is bad, the charts are bad, sentiment is bad, everything is bad. Nobody knows when we’ll bottom but what we do know is that the market won’t wait for positive headlines, great sentiment, and joyful news flow to bottom. Whether it’s 2018, 2020, 2022, or 2025, the notable “recent” market pullbacks didn’t wait for the “all clear” before resuming higher. 2018: Trade war tensions still high. 2020: COVID still relatively unknown. 2022: Inflation/rates still climbing, recession fears. 2025: U.S. and China tension still at highs, despite the tariff pause. Market will bottom before sentiment improves.

Tim Tebow hosted a red carpet event called 'Night to Shine' to celebrate and uplift individuals with special needs ❤️

@Bluekurtic Serious question: when have we ever had $VIX above 30 *without* headlines?

$VIX is currently above 30. A close here would mark the first such instance in over 10 months. 5 days later, S&P 500 $SPX was higher 9/10 times with an average gain of 3.1%. But we would be cautious about buying the dip for now. The market is currently driven by headlines.

@oderKinvest @Barchart These kinds of panic readings always come with some kind of event ( Covid, tariffs, etc) geopolitical events don’t get their own special category

@Barchart extreme fear at 10. historically that’s been a buying signal. but history didn’t have this kind of geopolitical uncertainty baked in. i’m not gonna pretend i know where this goes. nobody does right now 👀

JUST IN 🚨: Stock Market plunges to an Extreme Fear reading of 10, the most amount of Fear since before Thanksgiving 👻😱🫂

@dividendology Iger/Chapek/woke

If you bought Disney stock 10 years ago, you would now… Be down 6.5%. The lost decade for Disney. Why do you think this happened?

@WowieGuy11 @RampCapitalLLC And every Thursday since before the start of the war has been down

@RampCapitalLLC Every Monday since the start of this war has been positive for S&P 500 so far

NOBODY WANTS TO BE LONG INTO THE WEEKEND

@TheJgriff73 @BenVolin You don’t know Martin County very well. I live there and they are merciless. That said I agree with you but only because of who he is and they don’t want their unscrupulous ways being national news

@BenVolin Charges will get dropped

Tiger needs serious help

@DannyDayan5 Or he could actually TACO not that fake shit he’s been so desperately trying. Problem is his ego is too big

Trump has tried the TACO route. It failed. You can’t paper a physical issue. So he’s trapped. Iran is not negotiating, and will not surrender. His only option left is to go scorched earth, whatever that means to him, and violently wrap this up quickly.

@FirstSquawk Today is May 23 2026 and Trump states for the 245th time “Iran interested in making a deal”

TRUMP SAYS IRAN IS INTERESTED IN MAKING A DEAL.

@ChrisKartalia @rev_cap I mean seriously right!

@rev_cap Do you know who John Arnold is?

I have been running “risk parity” in equities for ~5-7 years and can double your sharpe easy just building a long book correctly instead of shorting Have debated doing a Substack where I just explain this and how to manage it for a Retail investor base, updating monthly

The doom porn this weekend is going to be unbearable. Muting black Monday

Deja Vu to 2022: That's now a 5-week losing streak for the S&P 500, the 21st since 1970, which I think most would believe precede really strong market climates over the near term most of the time. But that belief would be "just a bit outside!".

@Banana3Stocks Except there are morons in charge who are chronic liars and contradict each other

$SPY $QQQ 🍌 NEWS: The U.S. signals to allies no immediate plans for an Iran invasion. 🍌 Opinion, deescalation

@Breadddman All the way back to levels not seen since yesterday

$SPY will be above 650 in the next 10 days Bookmark this

I think I finally solved the stock market.

@TheRealDrip2Rip You put out some really nice code. Thanks on behalf of all TV users

GFM (GEX Flowmap) update has been pushed out. Please remove, refresh, and re add the indicator to your chart! Take note of the "Morning Scenario Engine" in the display table. tradingview.com/script/g86QwHh…

@BeardoTrader Euro session hole sellers be like “I got this”

Futures just barely holding green. $ES

@ZTheTrader A little face ripper will be sold by EVERYONE (see Monday am) what very few are ready for is a sustainable up move that goes on for weeks/months. That is the pain trade now

Do you think the pain trade is now more skewed to the downside or the upside? I don't think many traders are positioned or ready for a little face ripper rally.

Pain trade is still higher and will be for months. Today didn’t change that. After hours fake TACO again. So pathetic!

@mitchellvii 🤣

Here's what's going to happen We're going to win this war. Gas Prices will fall to under $2 a gallon. The Trump GOP convention will be huge. Republicans win the midterms huge.