Lock in my bros
[Jun 20 2026, 12:32:49 EST]: IRAN DOES NOT CONTROL THE STRAIT OF HORMUZ, U.S. CENTRAL COMMAND SPOKESPERSON SAYS
LIQUIDITY WARNING: KEY LEADING INDICATOR TURNS NEGATIVE FOR FIRST TIME SINCE 2021
U.S. LIQUIDITY CONDITIONS DETERIORATE AS EXCESS LIQUIDITY INDEX FALLS BELOW ZERO
HAWKISH FED AND TIGHTER FINANCIAL CONDITIONS FLASH WARNING FOR EQUITIES
Technicals are unimportant
At least compared to what drives macro trend
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@Simao_Jorgensen Tenho estado desligado do futebol nos ultimos 10 anos, ontem calhou ver o jogo e reparei exatamente nisso... mas pensei q fosse so eu q reparasse nisso
As stated.
Trump rushed to release this MOU on his birthday to look like a hero but pushed off the announce to Pakistan PM and signing to JD vance...why would someone who basks in the glory of a great deal hand off the credit?
Because the deal was theatrics and media control and the actual contents of the deal are vague, inconsistent with no real agreements between parties.
Hence markets did not fully buy the resolution and even Vance is coming out to say remarks like this:
[Jun 15 2026, 17:10:22 EST]: VANCE ON CNN: MOU IS A VERY GENERAL DOCUMENT
With so much at stake and at risk its very low conviction to say a great deal is actually just a general document.
Setting the stage for real deal failure and potential of prolonged war and worsenign energy crisis IMO.
You're not losing because your technicals SUCK.
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HUGE new updates on MRKT with faster real time engine, more bias updates, scenarios of price action and so much more.
Lock in your membership with Capital Hungry for a 50% discount on MRKT subscription the ultimate combination for fundamental and technical education and trading.
Use the same email you signed up with on Capital Hungry for MRKT to get an updated 50% discount price.
Active Capital Hungry members recieve this exclusive 50% discount.
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Let Trump play the theatrics short term.
Trumps birthday, major whitehouse sporting event, optimism to look like a hero and prime markets/ control prices for huge AI IPOs and crude oil control.
But remember these events can hold weight for months in markets and in reality war events take place over waves of weeks, months and years.
You guys know I have no religious or geographical ties to the war and no personal bias. I am remained as objective as possible to trade the economics and matket psychology of the events. The war being prolonged past initial investor expectations and unique context of Hormuz dual blockade. This impacted inflation and growth expectations around the world and lead to more USD bulls, Gold bears and Oil above pre war prices ( above 60-70s).
If this war is truly complete and priced in I will be the first to start buying a gold rally back to 5k and USD meltdown on inflation concerns easing and rate cut bet talks coming back to the table.
BUT there are too many uncertainties, challenges and disconnect for me to play that just yet.
Why?
1) Credibility of USA and Trump: US and Israel started this war with USA being dragged into it by Bibi and for the publicly disclosed objective of regime change in Iran to liberate the Iranian people and to stop any uranium enrichment and confiscate the current Iranian supply of enriched uranium.
Since then Trump and his team have been cited 30+ times saying the war is over, deal soon, Iran lost, Iran destroyed, USA won, Hormuz open or variations of these optimistic statements. From that starting point of the war nothing has changed in negotiations from Irans side and there is even new major leverage of Iran being SoH authority.
2) Disconnected Deal:
The deal being publicly displayed is 2 completely different narratives and has not been signed yet.
USA states Iran will give up its enriched uranium, not enrich uranium past certain levels, will give no money to Iran and Hormuz will open back to pre war levels.
Iran states it will keep its enriched uranium and maintain nuclear rights. Iran also states USA will lift oil sanctions and embargo and pay for war damages. Iran states it will be a new authority in SoH alongside Oman.
The deal has yet to be signed with challenges on every critical point that the US and Israel used to start this war.
3) Ego of an Empire and Faith of resistance.
Trump is conveniently setting up this vague deal on his birthday, major whitehouse sporting event and same time during the large AI IPOs and rising inflation reports linked to energy costs.
Pakistans PM announced the deal instead of Trump and Trump said he will not be signing the deal but JD Vance would be.
This is peculiar because if the US signs off on the MOU that Pakistan shared publicly then it would be the greatest defeat in American history and would kill the credibility and strength of US military. They would have achieved no objectives, wasted military resources and allowed Iran to have more power post war which is unheard of in American empire history.
The language of the resistance aka Iran does not talk about any Middle ground deal or from a point of defeat, in fact it the opposite and they are talking from a point of leverage and victory. They are publicly stating USA is defeated and lost this war and declaring them selves the victor.
I personally do not think the ego of an empire as proud in their military might as USA will walk away from this war with 0 goals achieved and losing credibility to an enemy they called and viewed as animals.
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Awesome video.