Tulip Maniac

[The Factor Report @PeterLBrandt]

Drink up now while you can afford to
There is a significant story to be told on the long-term coffee chart
A 50-base has been completed
Look for Coffee to rise from 343 presently to $510+ $KC_F

[The Factor Report @PeterLBrandt]

This could be considered an inverted H&S bottom. A close below Monday's low would negate $CL_F

[Long & Right @Ramblin_Rebel13]

Another soft to watch next week @factor_members

[Andreas Steno Larsen @AndreasSteno]

Friday hopeium already

[Heisenberg @Mr_Derivatives]

$VIX hovering near the lows for 2026.

But get ready in a couple weeks...

[Aksel Kibar, CMT @TechCharts]

#SPX following semiconductor sell-off and middle east tension news...

Fear sells...

Stick to your discipline, monitor chart levels.

[Joe Weisenthal @TheStalwart]

Amazing chart from today's episode:

It's not just that US household exposure to equities is at a record high, but that the stock market is a SIGNIFICANTLY greater component of total household net worth than real estate now, which blows my mind.

The stock market is the economy.

[Karen Braun @kannbwx]

🇫🇷 French corn conditions deteriorated further this week, falling to just 47% good/excellent.

The timing of this extreme heat is unfortunate, with the share of France's corn crop in the sensitive pollination stage jumping from 17% to 42% over the last week.

[James Chanos @RealJimChanos]

I know we are only halfway through the year, but I feel it will be hard to top this comment from one of the obligatory buy recommendations on $SPCX issued by one of the underwriters this week. It is truly glorious.

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

it’s really that simple.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

The Dow Jones lost

17% in 1929
34% in 1930
53% in 1931
23% in 1932

-89% top to low.

Be grateful.

[Karen Braun @kannbwx]

🇫🇷Hot and dry weather has slashed corn conditions in France.

Last week's good-to-excellent rating fell to 58%, down a whopping 26 percentage points in just two weeks.

For comparison, the sharpest two-week decline in U.S. corn conditions during the 2012 drought was 17 points.

[zerohedge @zerohedge]

"One bubble after another"

Great chart from Morgan Stanley

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

I've been trading for 9 years and never seen so much stacked long liquidity on a single level

Once we reach 58K, dump will be brutal

There will be $2B liquidations with a final huge crash that will mark this cycle bottom

Throughout this cycles' market has been purely driven by liquidity, chopping from one imbalance to another

So far pattern continues repeating

My view remains that we must eventually drop to 55K and 50K and even eventually might get 42K and that perfectly lines both mathematically and with historical patterns right now

Plus macro bottom never feels like one, it usually comes after most aggressive liquidation event of the cycle when nobody expects it

Once that happens, when liquidity is fully taken, there's nothing left to dump and that's how bottom will be formed

Either way, I am already buying and will continue DCA at

58K
55K
52K

That’s my 9th year in crypto, I bought BTC at 16k last cycle, I called the exact 126K BTC top. swing short at 70K, called recent 20x memes

I genuinely believe I can help you make money on crypto

I post a lot of educational content and my trades, you can find everything in “highlights” tab on my profile

So make sure to follow me and turn on notifications - I’ve got plenty more profitable calls coming 🤝

[zerohedge @zerohedge]

WTI Crude vs 321 crack spread. Trump about to bomb refiners

[Peter Lukacs Research @Peter_Lukacs_R]

Basically back to normal levels

Either way it doesn’t matter because no one needs oil

[Financelot @FinanceLancelot]

Everyone is accusing Jeremy Grantham of being wrong, but everything said is accurate. He was just early.

During every market bubble there are those who warn what's coming, but when making money nobody wants to hear it.

This 2hr interview with @StevenBartlett lets him explain it

[zerohedge @zerohedge]

Rebound In Used Luxury Watches Continues https://t.co/O58OQdujbK

[The Icahnist @TheIcahnist]

You could literally just fly to Zurich, grab a Kaffee und Gipfeli with a 63 year old Heizungsbauer in Winterthur, close your first acquisition over Kalbsfilet at the Kronenhalle, roll up 40 certified HVAC operators across DACH, ride the EU boiler phase-out like a regulatory escalator, build a recurring maintenance book worth 10x, sell to Brookfield at 14x EBITDA tax-free, park the HoldCo in Zug at 11.9%, and spend your summers in Ascona with a blonde who reads Hesse and Jünger.

- but you will not.

[Dr. Eli David @DrEliDavid]

Thank you Germany 🇩🇪 and UK 🇬🇧 for heroically sacrificing your economy to save the planet 💪
_