Sometimes it feels like every week we have a few insanely important events that determine the fate of our bags, like
"oh bro this week is huge, you didnt know about the jpm collar? triple witching? quad witching? fomc? iran wants a deal? cpi print? opex? gamma flip? SEP? BOJ hike? NVDA earnings? mercury in retrograde? month-end rebalance? quarter-end window dressing? the Nasdaq reconstitution?
bro you didnt know? "
FOMC meeting today feels like half of us heard something completely different than the other. The new fed chair has changed everything, and no cuts until 2027 is not priced in
If I'm reading this right, America is giving Iran $300 billion dollars, unfreezing billions more, ending all sanctions, acknowledging Iranian hegemony over the Hormuz, and in exchange we got to kill an 86 year old man, make gas more expensive, and blow up an elementary school.
So let me get this straight:
$AMZN is at $240 (-11 % past month)
$NVDA is at $205 (-9% past month)
$META is at $570 (-13% YTD)
$MSFT is at $380 (-21% YTD)
Are these not SCREAMING buys right now?