The lowest $SPY volume since 2005.
The KOSPI starting to struggle again.
And big banks report in less than 24 hours.
So much to cover in today's show: ๐๐๐
An Ai Earnings Scare Causes Wall Street to Sell Tech!
In today's video, we connect the Price Action, Data and Flows behind it all.
Patience. React, don't predict.
BTC flows turned negative on ETF's over the last 48 hours!
That will come as no surprise if you have been watching the price action.
The real question becomes will these levels hold.
Stocks Fall After Making All Time Highs...
But The interesting part nobody is talking about could be in the CCC junk bonds!
Also a new number 1 trade has appeared.
That and more in Today's Show: ๐๐๐๐
Record highs. Weak breadth. AI. Energy. Bonds.
In todayโs video, we connect the Price Action, Data and Flows behind some very different signals appearing underneath this market.
Patience. React, donโt predict.
Something I've been watching quietly in the background is the MOVE Index.
Bond volatility has started picking up again, but you wouldn't really know it looking at tech.
As long as tech keeps holding, the market seems happy to look the other way.
I'm interested in this move
Meanwhile, the 30-year Treasury yield is around 5.7%, stress is building in French bonds.
In todayโs video, we connect the Price Action, Data and Flows behind it all.
Patience. React, donโt predict.
Credit. Jobs. Bonds. Gold.
In todayโs video, we connect the Price Action, Data and Flows and look at why liquidity and the cost of capital are becoming increasingly important.
Patience. React, donโt predict.
$42 BILLION
Broadcom is reportedly prepared to lend Anthropic up to $42B to help finance AI infrastructure that ultimately uses Broadcom technology
We connect the Price Action, Data and Flows behind it all in today's video
Patience. React, don't predict
Everyone is watching stocks.
I'm watching the US Dollar.
DXY has just pushed to its highest level in 18 months, and historically a rapidly strengthening dollar hasn't always been comfortable for risk assets.
Bitcoin ETF inflows have now extended to 6 straight sessions, with nearly $2B flowing in last week alone.
In today's video, I break down the data, flows and positioning behind the moves, and what I'm watching next.
Patience. React, don't predict.
Is it just me, or does $10 billion somehow not sound like that much money anymore?
We're regularly seeing AI announcements measured in the tens of billions and treating them like normal headlines.
2026 has completely broken our sense of scale.
In todayโs video, I break down the price action, data and flows Iโm watching, and why the next few sessions could tell us a lot.
Patience. React, donโt predict.
This might be one of the most important numbers in AI right nowโฆ
And while companies spend hundreds of billions building AI infrastructure, the price of AI itself keeps falling
We break down what it means in todayโs video
Patience. React, donโt predict