Madison Value Research

Analyzing the market’s true desires. Price is what you pay, value is what you love. Nothing is stronger than love... for money 😉

[Madison Value Research @madison_pov]

@MichaelXBT this energy always shows up right before every major top in market history 😅

[Madison Value Research @madison_pov]

@screentime it's really cool that he's not being weird about it, telling people not to send mail 🙌

[Madison Value Research @madison_pov]

@dgt10011 low implied vol usually precedes a big move in either direction, not a guaranteed one. this setup doesn't tell us which way it breaks

[Madison Value Research @madison_pov]

@BullTheoryio markets have been pricing in optimism on these headlines all week. this update should temper some of that enthusiasm until conditions are clarified

[Madison Value Research @madison_pov]

@AJtheGrrreat @FilmUpdates okay??

[Madison Value Research @madison_pov]

recent hedge fund losses and a multi day wedding celebration happening in the same season is a reminder that even people at the center of AI boom are living normal lives with wins and losses running in parallel

[Leopold Aschenbrenner @leopoldasch]

The best day of my life. I love you ❤️

[Madison Value Research @madison_pov]

@KobeissiLetter a week this strong on top of already record earnings growth makes for one of the cleaner bullish setups this market's had all year

[Madison Value Research @madison_pov]

@luckylllo @FilmUpdates tbh I wasn't paying that much attention to press, Brand new day promo flooded my TL after the leak

[Madison Value Research @madison_pov]

@Noteless @Dudewszr @FilmUpdates that would've been so good!!

[Madison Value Research @madison_pov]

@NoLimitGains enjoy the quiet while it lasts, this market's had enough surprise catalysts this year that a sub -15 VIX feels more like a pause than a new normal

[Madison Value Research @madison_pov]

@cryptofergani this divergence is the setup a lot of people are calling a catch up trade waiting to happen

[Madison Value Research @madison_pov]

@Mr_Derivatives after the year we've had, its a notable stretch of calm. let's see if it extends into a fourth 👀

[Madison Value Research @madison_pov]

friday's job report expecting 80 000 added and 4.2% unemployment is going to matter more for where this rally goes next than any single day of hormuz updates.

metals moving on geopolitical optimism can reverse fast if the labor data shifts the fed converrsation

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Spot silver prices rise +5% toward $65/oz, now up over +12% this week.

Gold futures are nearing $4,400/oz, now at a fresh 8-week high.

[Madison Value Research @madison_pov]

@unusual_whales the market's already at record highs, calling for more upside isn't a contrarian or hard prediction to make

[Madison Value Research @madison_pov]

@cosmic_marvel X men finally getting marvel studios treatment after decades of fox's version is going to be one of the most scrutinized reboots

[Madison Value Research @madison_pov]

@WatcherGuru between this and Cook's comments, the fed is building the narrative for a hike before the data even forces their hand

[Madison Value Research @madison_pov]

@KobeissiLetter retail staying roughly flat while hedge funds pile in this hard is worth watching 👀 usually when one group moves this decisively the rest of the market eventually follows or gets left behind

[Madison Value Research @madison_pov]

record options volume concentrated this heavily on the bullish side has historically preceded volatility spikes, not smooth continued gains because that much one sided positioning eventually has to unwind

[*Walter Bloomberg @DeItaone]

FOMO DRIVES RECORD S&P 500 CALL BUYING

Investors are piling into S&P 500 call options, with more than 4 million contracts traded Tuesday—a record—as bullish sentiment accelerates.

Analysts say strong earnings, improving market breadth, and fading macro concerns are fueling a "one-way" flow into upside bets.

UBS expects the S&P 500 to reach 8,100 by year-end, while Bloomberg Intelligence says traders are increasingly worried about missing further gains rather than hedging downside risk.

[Madison Value Research @madison_pov]

@DiscussingFilm Pattinson's voice is almost accurate. I did not expect him to sound like that. woah