Janos

[Janos @Janos1235]

@NoLimitGains $nee is the elephant in the room. They are about merge with $dominion creating the largest utility company. The deal needs Regulatory approval. Look into this.👍

[Ray Dalio @RayDalio]

The Two Different Paths: We are about to find out which path we are on.  As I said in my last note, from my conversations with a number of world leaders in a number of countries, and as seems obvious to me, there will either be a) a U.S. win over Iran, which will require taking control over the Strait of Hormuz and assuring that Iran's nuclear program is dead—i.e., defanging Iran, or b) a U.S. loss, which is the result if these things don't happen.

Most senior policy makers I speak with believe that we are likely headed down the b) path and that will be made clear soon. It needs to be made clear soon because continuing on the current path or being more forceful will cause sharp increases in oil and gasoline prices and great difficulties during the high travel season, bad political consequences for President Trump, and difficulties in his upcoming meeting with President Xi in China. So, we should have that verdict soon.

The perception that the b) path is most likely is already leading to a view that the United States will not be a reliable protector against possible opponents like Russia in Europe and/or China in Asia, and that is already leading to actions being taken that are sensible in light of that belief, like leaders paying "tribute" visits to China. As explained before, this set of circumstances is likely to have some analogous consequences to Great Britain losing the Suez Canal in 1956. By the way, this is also happening at a time when China is earning huge amounts of money through its very strong exports—so much money that it is difficult for those Chinese earning the money to know what to do with it. This is making China a very important player in world capital markets as well as world trade. In other words, these events are making China geopolitically and financially stronger.

[Bull Theory @BullTheoryio]

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?

[Janos @Janos1235]

@vulturetrades $spy

[Amy Nixon @texasrunnerDFW]

If you buy a $650,000 house with a 30 year mortgage and put 10% down, by 2056 you will have paid $719,000 in interest to finally own the home outright

[The Great Martis @great_martis]

2008 vs 2026

It's a process; let it process.

[Janos @Janos1235]

Just leave this here. ://www.instagram.com/reel/DV_dQXsIGgs/?igsh=ZWp6OXdneWhpM29k

[Janos @Janos1235]

@ThomMohr @JoeyMannarino "Trying to lecture an expert on a subject whilst having no idea on the subject is peak stupidity and arrogance "
What makes you an expert on Hungary and the hungarian government to make statements like that?
Do you live there? You're a Hypocrite to say the least.

[Janos @Janos1235]

@DonDurrett 😱🤯

[Janos @Janos1235]

@EvaVlaar "You will own nothing and you will be happy" this what they were talking about. Everyone will get rid of everything. You will rent everything from the few that is above the law. They want to own everyone. The really rich will just move somewhere else.

[Janos @Janos1235]

@leadlagreport 🤣🤣

[Janos @Janos1235]

@garysavage1 I wonder what comes after the collapse of the metals. What's going to be the hot investment?
Bitcoin? Oil?

[Janos @Janos1235]

@onceinliftime3 @HedgehogTrader Actually they didn't had enough cash to start a decent drill campaign. The recent transactions were for shares of the companies that bought them.

[Janos @Janos1235]

@Idarabasimi He is 54 not 51.

[Janos @Janos1235]

@Patriotssince72 @AmerPacMine Exactly 👍

[Janos @Janos1235]

@ElonMuskNews47 40

[Janos @Janos1235]

@Matt_Pinner 18

[Janos @Janos1235]

@Matt_Pinner 39 for me

[Janos @Janos1235]

@honeymoon250 18 no waterbed and no AOL.

[Janos @Janos1235]

@Matt_Pinner 18