John Yacek

[Keith McCullough @KeithMcCullough]

Treasury Bond Vol pounded into Warsh's 1st meeting

[Signal @similar_set]

$VIX was the tell on Friday.

Not to panic. Not Quad 4.

The setup was NET LONG.

Full fractal breakdown today:
https://t.co/Pw5Q0Dap5H

[Lawrence McDonald @Convertbond]

"Truflation" -- US CPI Inflation Index (TruCPI-US): Recently around 1.79–1.84% YoY (as of early-mid June 2026).

vs.

[Keith McCullough @KeithMcCullough]

Bond Market nailed this Peace #Quad1 in volatility terms

[Keith McCullough @KeithMcCullough]

$VIX confirmed being back in The Investable Bucket on Friday

[Keith McCullough @KeithMcCullough]

Options Expiration

"This week also marks the June monthly options expiration, which is set to be tied for the largest notional expiration in SPX history, with roughly $5.15 trillion in SPX and SPY-linked options contracts set to expire or roll forward." @t1alpha

[Batfox Pictures @Batfox_Pictures]

Written after Neil Young purchased a ranch in Northern California, "Old Man" was inspired by a conversation with the property's elderly caretaker. Included on Harvest, the song paired Young's acoustic storytelling with one of the most personal and enduring recordings of his career.

[Pink Floyd 💎 @Just_pinkfloyd]

PIGS

[Jonesy @HedgeyeDJ]

Agentic AI is the future.

[LUKE @LukeFurryjo]

Like father, like son. The legacy lives on through that legendary Peek-a-Boo style. 🔥🥊 #Boxing

[Vaibhav Sisinty @VaibhavSisinty]

Jeff Bezos just came out of retirement. His first CEO role since leaving Amazon. And he's building something nobody expected. 🤯

It's called Prometheus. $12 billion raised. $41 billion valuation. Backed by JPMorgan, BlackRock, Goldman Sachs, and Bezos himself.

150 employees. $273 million per person. That's how much investors are betting on this.

But here's what makes it different from every other AI company.

Prometheus isn't building another chatbot. It's not generating text or
images.

It's building what Bezos calls an "artificial general engineer" AI that designs jet engines, optimizes manufacturing, and prototypes physical products.

LLMs learned from the internet's text. Prometheus is learning from the physical world physics, simulations, engineering data, manufacturing processes.

In Bezos' own words: "Something that takes 100 engineers 10 years to build we want to make that 10 engineers, one year."

His co-CEO is Vik Bajaj, former Google X executive who worked with Sergey Brin on what became Waymo.

No ties to Amazon. No ties to Blue Origin. Bezos said "it deserves a dedicated team obsessed with this one thing."

While everyone is racing to build the best AI for words, Bezos is quietly building AI for the physical world.

That might be the bigger bet.

[Keith McCullough @KeithMcCullough]

The Flows

"$SOXL alone generated roughly $12B in net rebalancing demand, equal to roughly 45% of its prior-day AUM. It's becoming increasingly clear that levered ETFs have become a dominant feature in the current market structure" @t1alpha

[Keith McCullough @KeithMcCullough]

Peace #Quad1 Greenlight from $SPY too

[Isaac Blues @i_danieall]

What genre of blues is this???
#BluesGuitar
#BluesMusic
#GuitarCommunity 🎸

[Melodies & Masterpieces @SVG__Collection]

One of jazz’s crowning achievements.

[Tier1 Alpha @t1alpha]

Selling begets selling. Buying begets buying.

Short gamma with levered ETF's is a structural force to be reckoned with.

[Tier1 Alpha @t1alpha]

Saying CTA's are sellers "under every scenario" is nonsense.

That implies a trend model that can get the direction wrong.

As with most systematic strategies, there is an inherent path dependency involved, and how you get there can be far more important than where you end up.

[Keith McCullough @KeithMcCullough]

#NazVol in the F-Bucket

[FURY FURY @PureStrikingHQ]

If Naoya Inoue hits you in the ribs, your soul is leaving your body before you even hit the canvas. He is NOT human.

I have never seen a human being punch with this much violent intent in my entire life. Look at his back muscles working like a piston engine.🔥🥊💀

[Hedgeye @Hedgeye]

🇺🇸 U.S. crude oil exports hit a record high in May