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@BLS_gov In what world did health insurance premiums collapse 30% in the last 12 months? Gasoline 20%? Oh don't give me the "methodology changes" BS. But yeh, keep pumping out the lies @JoeBiden @SECGov @CNBC .....Oh and I love the "shelter up" line every month, anything else up? LOL

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Cleveland Fed forecasts cpi to reaccelerate near 4.1% in August. If that's anywhere near accurate the debate won't be whether the fed hikes another 25bp, it'll be whether they go 50bp in both Sep and Nov. $spy

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$spy gap up bounce after 4 red days is classic. Looks on track for 430 soon

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@carlquintanilla At 60x forward 2024 earnings they better have significant revisions higher, that's already baked in. 👀

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Everyone is as bulled up as you can possibly get. Now we can finally have the recession $vix through 40 $spy

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$aapl has gone straight up all year, dragging $spy with it, all for a 1% y/y decline in revenue and flat earnings. Multiple expansion has no limits? When the music stops look out below.

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@carlquintanilla @axios So nowhere to go but down? 👀

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@carlquintanilla That's contrarian bearish

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@carlquintanilla @business A 700B global fund mgr with deep insights into all aspects of corporate health calling for recession while wall st fully prices soft/no landing? $vix through 40 $spy 320

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@TDANetwork @LizAnnSonders If pain trade is on the upside then what would you call $spy 320 and $vix through 40?

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The melt up in stocks and relentless desire to pay whatever price no matter what is adding fuel to the fire that is just ahead, but the market can't yet see. $spy

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@carlquintanilla "Mild recession" is the consensus by everyone that calls for recession. Contrarian moderate/severe recession? Hmm

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Fed not done till labor market "done". Pain trade $spy 320 with $vix through 40. Recession Q3/Q4 this year.

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@carlquintanilla Cool story. Fed hiking 25bp in 2 weeks.

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Waited 2 hours for LA Knight and get nothing? Is this a joke @WWE @TripleH

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@TradingThomas3 Pain trade is $spy 320 in Q3 with a $vix through 40. I bet that would be quite painful to the most people.

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Revenge rally is played out. Bears await "the event" that will catalyze the final leg lower in this bear market to take out the October lows and put in the true low for this bear market. Looks imminent. $spy

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All week @ScottWapnerCNBC was dunking on Mike Wilson and every bear he could find. But this bear market remains incomplete. Spiking the football before the game is over won't end well. $spy 300-340 prints with $vix through 40

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@carlquintanilla in response @cnbc rushing to find Tom Lee for multiple pump segments this week

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@carlquintanilla @fundstrat Said another way, "without what most people spend money on, inflation was zero, weeeee stonks only go up, weeee!"