A big end of week derisk less likely to happen after this Is this psyop #561? Who knows Am closing positions and will look for opportunities to reshort. Not trying to catch every move and get chopped up.

Expect a lot of risk off in the coming session as people look to reduce exposure heading into a long weekend where Trump could easily escalate Markets not even close to retracing from when they started to actually take the conflict seriously And I doubt we get even a half-hearted taco attempt after last night's speech

As expected. A lot of folk who made fun of the market for falling for fake tacos fell for the latest fake taco. Time to see if the market can finally grapple with the fact that Trump has bigger priorities than the S&P. Don't believe in the Trump put.

Complete nothingburger in other words

by the way this is actually incredibly bullish for oil because this guarantees that tonight isn't about withdrawal

The buyer base of tokens has shifted from unknowledgeable retail participants to whales and funds. The current buyer base is less willing to put up with ambiguity around core monetization and valuation conversations. It's that simple

FOMC day has arrived where per usual we will not learn anything new from Powell. The Fed's end to QT has already been leaked to big bank strategists and the WSJ, they will cut at their next two meetings to stay consistent with September dot plot and market expectations, and they will continue to prioritize supporting growth while avoiding public acknowledgement that their inflation target has shifted up to ~3%. Fast forward a few hours and Trump will be touting his meeting with Xi as the most successful and important meeting any US president has ever had. There will be talks of a grand deal made that can now provide certainty to corporates and consumers globally. After this, event risk rolls off significantly into year end. It is extremely difficult to be fearful of a market boogeyman when corporate bond yields are at 3.5 year lows, mortgage rates are at 3 year lows, oil is at 4.5 year lows, the Fed is cutting in 4/5 consecutive meetings and ending QT, fiscal deficit spending is still running rampant and OBBA incentives plus other election year stimulus measures begin next quarter. These next few quarters will likely remind everyone why Trump got his President Pump nickname.

aster mnt bnb