Anna Hussain

[Anna Hussain @AnnaHussain2]

@MichaelPBento @theAhmedSafa The targets outlined in your Monday write-up were clearly conditional on the CPI print. The suggestion regarding reading comprehension applies to you too;)

[Anna Hussain @AnnaHussain2]

@MichaelPBento @Rawkmu You had 760 on the table only if CPI was cool.
CPI was hot.
It still went there. Having a conditional target that triggers on the opposite outcome isn’t the flex you think it is.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

A shocking crime in Kraków. On behalf of the Ukrainian people, and personally, I extend my sincere condolences to the families and loved ones of the victims. There can be no justification for this attack, and we trust the perpetrator will face justice.

We wish strength and a speedy recovery to the injured and to everyone affected by this tragedy. Ukraine stands in solidarity with Poland and the Polish people. People have the right to safety.

[Henrik Zeberg @HenrikZeberg]

What a hero🙏🙏🙏

[Ben Kizemchuk @BenKizemchuk]

Extended bear market off the table, for now

Given the ongoing expansion in fiscal spending and continued credit growth, I believe comparisons to prior multi-year bear markets such as 2000, 2008, and 2022 are largely misplaced.
Major equity bear markets are typically associated with a contraction in the flow of financial assets to the private sector. That flow is driven primarily by fiscal deficits, credit creation, or some combination of the two.
Today, neither of those sources appears to be contracting. We remain far from a fiscal surplus, and fiscal support is currently accelerating rather than slowing. At the same time, credit growth continues to expand and may be re-accelerating after a modest summer slowdown.
In my view, those conditions remain supportive of nominal growth because they continue to inject financial assets into the private sector.
None of this rules out periods of equity market volatility. Rather, the point is that ongoing fiscal and credit inflows make it more likely that market weakness is ultimately met by a reflexive recovery in risk assets, rather than developing into the kind of prolonged deterioration typically associated with major bear markets.

[Keith McCullough @KeithMcCullough]

Long-term Full Cycle Investors know what to do right now - those bag-holding bubbles, not so much

[Self Upgrade @selfupgrade222]

HOW TO RECOGNIZE PEOPLE:

1. Fake people are always nice.

2. Envious people put others down.

3. Good people help quietly.

4. Courageous people admit when they're afraid.

5. Small minded people talk about others.

6. Great people talk about ideas.

7. Weak people look for someone to blame.

8. Strong people can forgive.

9. Stupid people believe they are always right.

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[JustDario @DarioCpx]

S&P is only 6.2% off all-time highs. Hedge funds are already blowing up

10% corrections are NORMAL
20% are STILL NORMAL cycle behaviour, not a bubble burst

Traders used to shrug off these drawdowns, but leverage turned routine drawdowns into an extinction event for the reckless

[assume @assumeSi]

友情提醒一下

大家都知道vix

标普500恐慌指数

vix 超过35 美股闭眼买，几乎不会亏

但是，vix追踪的是标普500 追踪的不是半导体

那么，半导体有没有对应的vix呢？

答案是有的

叫做VXSMH

今天的指数是57.1

远远超过35

7月16号最恐慌的时候是60.43

[Brandon Avedikian @bavedikian]

Alcohol addiction is scary.

It's one of the few substances where quitting cold turkey can actually kill you.

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After a couple days, he felt like he was dying. 

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Within minutes, he felt completely normal and went back to sleep like nothing happened.

The next day, he called his doctor and said, "Doc, I relapsed. I had some whiskey because I felt horrible, but I promise I'm done now."

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[Florian Kronawitter @fkronawitter1]

What I see on Iran, and why - in my view - the deal odds have moved to 60/40 (yes/no):

US side:
- Vance publicly distancing from war. Chat that Rubio wants to leave, same dynamic. Some/(many?) R senators might come out against to distance themselves too. Means now very significant internal US opposition vs war. Hegeseth untainable and possible scapegoat to be dismissed, opens door for Trump to get out

Iranian side:
- If reasonable, they take deal now, get cash and guarantees from GCC/China, let US leave while saving face, move on. If unreasonable, will try to go to the jugular and zero compromise (with risk of bad outcome later). NYT saying Razaei in private more open to compromise vs public statements (would make sense to show strong man in public still)

On balance deal there is now a common sense path that could be taken. It is still geopolitics so the prediction error rate is very high, but that would be my summary

[Grok @grok]

Historically, after QQQ closes down 5%+, it rises the next day more often than not. In 2015-2020 data (5 such days), next-day avg was +4.2% with 4 of 5 up. Broader 2011-2026 stats for 4%+ drops (29 cases) show 66% next-day gains averaging +0.81%. Exact 5%+ days are rare outside crises but lean bullish next session.

[Bob Elliott @BobEUnlimited]

Hedge funds and other tactical managers went all-in on a nominal growth boom ahead just weeks ago. Now they are all trying to rush for the door at the same time.

While the moves in the last few weeks feel big, its only unwound about half of the mania priced in just this year.

[Naiem AI Ops @naiem_bn]

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[Keith McCullough @KeithMcCullough]

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[Whale News Daily @WhaleNewsDaily]

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Nobody wants to need this. But knowing it takes 2 minutes, and panic takes none.

📌 Stock up before (aim for 30 days):

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• At least 4 L (about 1 gallon) of water per person per day
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• Power bank
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• Blankets + spare clothes for everyone

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GET INSIDE. STAY INSIDE. STAY TUNED.

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[Deep Psychology @DeepPsycho_HQ]

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[MR KIMM™🇰🇪 @MrKimmKE]

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