KY

Time is money

[KY @here_tolearn]

The consistent weakness of the market is its short time scale, the result of a majority of participants in the market, including most professionals, taking a short-term speculative view.

[KY @here_tolearn]

@FirstSquawk There we go! Just got to do it before the market open https://t.co/4vyrgucC9n

[First Squawk @FirstSquawk]

U.S. AND IRAN AGREE TO HALT STRIKES, SET TO HOLD TALKS LATER THIS WEEK – AXIOS, CITING U.S. OFFICIALS

[KY @here_tolearn]

@FirstSquawk Any minute now a post of 'Great new deal' between US-Iran is going to land 😶‍🌫️

[KY @here_tolearn]

@gobills11111 @FirstSquawk Got to be a bit early, futures open in a few hours time!

[KY @here_tolearn]

@StealthQE4 It's been a while now that News hosts could be disrespectful to the guests, all on the name of asking so call 'tough' questions.

[KY @here_tolearn]

Where are we now?

[KY @here_tolearn]

@kernow_outlaw @whoiscriminal @Finumus1

[KY @here_tolearn]

@HAOHONG_CFA Is an epic China bull run upon us 😎

[KY @here_tolearn]

@JuneGoh_Sparta Brent crude max Short 🙄

[zerohedge @zerohedge]

Brent crude shorts: highest on record

[KY @here_tolearn]

@GavMcCracken Just maybe... https://t.co/rKMMcai6aL

[KY @here_tolearn]

@DeItaone Why them, why now? 🙄 Crude oil 🛢️

[KY @here_tolearn]

@PeterLBrandt Maybe... Gold/Microsoft ratio just broken out to the upside. Last time that happened was back in December 2000 👀

[KY @here_tolearn]

@Polymarket That's a lot of Polymarket bets every single day 👀

[KY @here_tolearn]

@unusual_whales All these tough talk will turn into another peace deal before future market open later today no doubt.

[KY @here_tolearn]

@LynAldenContact Weapons of mass destruction, Nuclear weapons, drugs cartel, terrorists... I mean... there's always much to fight for 😏

[KY @here_tolearn]

@chigrl Going from Oil heading to $200 to Oil heading to $60 sentiment under this environment is very bullish for Crude oil I think... 🛢️😎

[KY @here_tolearn]

@DavidInglesTV Those max crude oil shorts going to have an uneasy weekend... 😎

[Rory Johnston @Rory_Johnston]

Brent crude speculative short positions are now within 1 million barrels of their December all-time high.

Fastest accumulation in history.

[KY @here_tolearn]

@Rory_Johnston Imagine the Roaring Kitty @TheRoaringKitty and his army doing a short squeeze on this 💣

[KY @here_tolearn]

@Kalshi Singularity is near

[KY @here_tolearn]

One of the key takeaway for me that could affect the market in a profound way: Removal of Fed forward guidance > Future rate path harder to predict > Market volatility > Reduce market leverage

[Forward Guidance @ForwardGuidance]

NEW POD: The Warsh Fed Will Look Nothing Like Before

We Cover:
🔸 Warsh's hawkish debut
🔸 The end of forward guidance
🔸 New Fed task forces
🔸 Market reaction, risk assets & more!

@josephwang @fejau_inc

Links Below ↓

[KY @here_tolearn]

@PauloMacro @gave_vincent HORRIBLE bonds are terrible for stocks I presume 🤔