$SPY $QQQ
I’m starting to think Trump has no plan to pump the market prior to midterms. I think this has gotten away from him and not too sure he actually cares either. How does the AI trade / market do with a dem sweep followed by ground invasion in Iran? Is market currently pricing in some non zero probability of these things happening?
$NKTR $ABVX $VKTX
Why are catalyst deserts a bad thing when good data causes large drawdowns? Maybe we’re thinking about this wrong. Maybe catalyst desert is now actually a positive catalyst and stock should trade up on it?