Learner l Reading Self-help/ Trading/Psychology/Investing l Love to analyze charts/patterns/trends l CFA level 3 candidate l NISM certified RA #Economicsofhope
Rising bond yields.
Rising precious metals.
Rising equities in local currency.
Falling currency
Welcome to Latin America… sorry United States of America.
India is now the least favoured stock market in Asia. Everyone is bearish but that is usually the point to start buying. I sell Real Estate for a living but today I find Equity more attractive than Real Estate. Imagine!
> be citadel
> circulate a note Fed week that a hike is coming
> if no hike, then its a big mistake
> Fed doesn't hike, market crashes and tanks semis
> buys SALP's book at a steep discount
impressive
Korea is down 38% in a month
2 years of massive outperformance gone in less than 2 months
5 year returns of India Korea US are all similar now
FOMO sentiments are gone.
Daily US-Israel-Iran War Brief:
12th Jul 2026:
- We will be posting daily war updates on the ongoing war in Middle East
- Follow us for daily Brief
● CENTCOM unleashed a fierce wave of airstrikes hitting ~140 IRGC targets across Iran, including Bandar Abbas, Sirik, Chabahar, Bandar-e Deyr, Jask, and Asaluyeh.
● Iran launched missile & drone strikes targeting US military sites in UAE (Al Dhafra Air Base), Kuwait, Bahrain (US 5th Fleet HQs), Jordan (Prince Hassan Air Base), and Qatar (Al Udeid Air Base).
● India strongly condemned the attack on commercial vessel GFS GALAXY off the Oman coast, where an Indian national remains missing and 10 others were safely rescued.
● IRGC announced the closure of the Strait of Hormuz until further notice, saying it will remain shut until US ends its military intervention in the region.
● Meanwhile, CENTCOM claims that the strait is open to all vessels seeking to lawfully transit the international waterway.
END OF THE BRIEF
“The key to making money in markets is thinking what everyone else thinks, but just a bit before them.”
@donnelly_brent says short-term edge has shifted from predicting policy to predicting people.
Trading is less about knowing the perfect macro answer and more about anticipating where human attention moves next.