etienne lousteau retweeted
The setup is now clear. It is impossible to be short stocks until/if bonds revolt.
If Bonds price inflation and not hopes and dreams -> dollar strengthens -> stocks fall.
Otherwise, forget about it.
We're in an FCI regime now for cross asset portfolios.
AAPL. Gamma exp negative heading into weekly expiry below this 257.50 level. A break here could see a repeat of the April 07 price action, and a quick retest of the 200d ma at 250.
Double top on KOSPI. Likely means it will reverse quickly here. The US semiconductor and hardware names would follow (WDC, MU, SNDK, NVDA, etc).
Is this the most predictable top call in history? Retail is all in, hedge funds are deleveraging, and we're obviously topping. Unbelievable.
AMD Three White Soldiers near long term support. Adding a small position here. Gap up would be a strong buy.















