TO Trades

🇨🇦Trader 📈 “Trading isn’t about predicting the future; it’s about managing the present with discipline, strategy, and adaptability.”- Student of the markets

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump officially announces a "deal on economic and trade relations with China:"

Chinese actions:

1. Suspend new rare earth export controls

2. Issue general licenses for exports of rare earths

3. Take "significant measures" to end flow of fentanyl to the US

4. Suspend ALL retaliatory tariffs since March 4th

5. Suspend all retaliatory non-tariff measures since March 4th

6. Purchase at least 12 million metric tons of US soybeans

US actions:

1. Lower tariffs on China by 10 percentage points

2. Extend the expiration of certain Section 301 tariff exclusions until November 2026

This is a huge deal.

[Garrett Drinon @GarrettDrinon]

i don’t usually make posts like this but

just to show that you’re still allowed to post on X if you didn’t crush the $BYND short…

I F’D IT UP

made good trades on the long side
but flubbed the short today

am i happy about it? NO
what am i going to do about it? hit charts, review, and get back at it tomorrow

[Steven Spencer @sspencer_smb]

Trade of The Month. $BYND.

[TO Trades @theolivetrades]

@TheOneLanceB Awesome vid @TheOneLanceB - thank you for the insight 🍻

[Garrett Drinon @GarrettDrinon]

New episode of The Trading Floor Podcast just dropped 🎙️

Episode 3 dissects Friday’s dramatic 3% market drop , massive crypto liquidations, and how to turn chaos into opportunity 🔥

It's a blueprint for:

Navigating Breaking News & Trend Days: Spot knee-jerk reactions to headlines like tariff threats, exit longs fast, and short with conviction on Fridays when no one wants weekend risk

Leverage, Psychology & Risk Survival: Explore why over-leveraged traders blew up in the $19B crypto wipeout—use stops, avoid FOMO, and trade with a system

Capitalizing on Sectors & Analogs: Trade rare earth plays (e.g., MP) amid export bans, draw from past events like Musk-Trump feuds or COVID crashes for edge

Overcoming Ego: let price action confirm setups, and manage bandwidth in theme-driven markets

@garrettdrinon and Tim Belden share raw insights from seven-figure trades,
packed with lessons for profiting in headline-fueled tapes—#Trading #DayTrading #StockMarket #MarketCrash #RiskManagement #TraderPsychology @smbcapital

The Trading Floor: SMB Capital Podcast (Episode 3) https://t.co/yHk4re5YZY via @YouTube or @Spotify

[THE SHORT BEAR @TheShortBear]

A good exercise to practice is symmetry.

Stocks will rarely repeat moves because the perception over an event will shift based on recency bias.

This means if a stock reclaims strongly into the close after a weak day, the next day will likely not involve a strong close.

This is true because the markets goal is to create liquidity by creating inflection points where supply meets demand and vis versa.

This idea is derived through the idea of a markov chain type of event, where the state of one day impacts the next.

You will see this as played out on Quantum today.

This is a constant exercise to train game theory which proves an edge in trading. Try and think about other instances and its impact and train with it.

This works best in action that is momentum based and flowing, not as part of a bigger accumulation or distribution pattern (range).

[TO Trades @theolivetrades]

@GarrettDrinon Amazing Pod ! Keep up the awesome work gentlemen! 🍻 📈

[Steven Spencer @sspencer_smb]

$QQQ down 20 from morning high.

[TO Trades @theolivetrades]

@TheOneLanceB @TheOneLanceB your comments in this video is 🔥 love it - “show me a setup in futures or forex that are this F-ing clean!” 😆 you showing how you THINK has really transformed my trading! Thank you 🙏

[TO Trades @theolivetrades]

@TheShortBear @TheOneLanceB Love using notion to upload charts and to keep a journal!

[TO Trades @theolivetrades]

@TheOneLanceB Anytime - there is definitely a lot more you can do with TV ! Hope this helps!

[Lance Breitstein 🇺🇸🌎 @TheOneLanceB]

QUANTUM DAILY CHART NUANCES & MY HOMEWORK FOR YOU TO IMPROVE YOUR TRADING!

Going Live on YouTube every Sunday dropping knowledge like this! $RGTI $QBTS $QUBTS $IONQ

Full video at: https://t.co/TvRR02YSEw

[Elon Musk @elonmusk]

Erika Kirk speaking now

[The Kobeissi Letter @KobeissiLetter]

The time has come:

On Wednesday, the Fed will cut rates for the first time in 2025 and "blame" a weak labor market.

This will be just the 3rd year since 1996 with Fed rate cuts while the S&P 500 is at record highs.

What happens next? Let us explain.

(a thread)

[SMB Capital @smbcapital]

How to Time Exact Entries & Exits (Bar-By-Bar Analysis) https://t.co/Rs4CVtSKPG via @YouTube

[Lance Breitstein 🇺🇸🌎 @TheOneLanceB]

THIS IS WHAT IT TAKES

For years I’ve been working with a trader at @smbcapital. He’s been trading for FOUR YEARS without making a paycheck.

Nice guy, hard worker, diverse skillset. Shows up with a smile. He’s been living in NYC on $900 rent, doing whatever it takes to extend his runway to make it at this job.

He’s on a team that has helped him expand his playbook. As of this month, he made back all his desk fees and is getting his first paycheck!

Not only that, this year’s success has been a feedback loop of increased confidence and increased risk limits for him. This week he had an $80,000 trade!

You will never see on Twitter or on Instagram, someone bragging that they haven’t made money for four years. That they live in NYC on $900 rent (trust me, that ain’t gona have a 3-car garage w green Lambos). But that is the reality for so many out there.

This job is REALLY FUCKING HARD! And you need to give yourself YEARS OF RUNWAY. EVEN AT A FIRM!

The trader still has a long road ahead before he can sit back on his laurels. In fact, maybe as traders, we can never sit back. But if he keeps working hard, the sky is the limit for this young man.

Win or lose, I respect everyone that is sacrificing to make it at this game.

It’s a beautiful summer day in NYC. Beautiful time to be alive! Enjoy it. Work hard. And I’ll do my best to help all of you, whether in-person or virtually.

Proud of you, SV! Bigger days ahead, keep sacrificing!

[Elon Musk @elonmusk]

🎯😂

[TO Trades @theolivetrades]

Thank you @MikeBellafiore for this!

Maybe if we ever meet - you can sign this copy for me 🍻!