🚨BEARTARDS HAVE GONE FULL IDIOT SANDWICH BY PRICING 50% CHANCE OF RATE HIKE BY END OF YEAR (exclusive analysis by @bullcase)
Ten reasons why major TACO shocks are inbound and there will be no hikes:
*Bessent wants 10Y yields under 4.5%; Now: 4.40%
*Bessent wants 30Y yields under 5%; Now: 4.94%
In 2025, every single time yields approached those levels we saw TACO.
*Ongoing unofficial of negotiations via Qatar
*Ongoing official negotiations via Pakistan
*Fox News Poll: Trump -28 approval on Iran
There will be no boots on the ground, it's just a negotiation tactic. Trump has absolutely no room to escalate.
*Oil-to-copper ratio: 17 (Stagflation warning >25)
*Freight rejections at cycle high; if oil were hitting industrials, we'd see it here.
Inflation is far from becoming a problem.
There will be no hikes, only more cuts to run it hot. BTFD ASAP if you haven't yet.
Ten reasons why major TACO shocks are inbound and there will be no hikes:
*Bessent wants 10Y yields under 4.5%; Now: 4.40%
*Bessent wants 30Y yields under 5%; Now: 4.94%
In 2025, every single time yields approached those levels we saw TACO.
*Ongoing unofficial of negotiations via Qatar
*Ongoing official negotiations via Pakistan
*Fox News Poll: Trump -28 approval on Iran
There will be no boots on the ground, it's just a negotiation tactic. Trump has absolutely no room to escalate.
*Oil-to-copper ratio: 17 (Stagflation warning >25)
*Freight rejections at cycle high; if oil were hitting industrials, we'd see it here.
Inflation is far from becoming a problem.
There will be no hikes, only more cuts to run it hot. BTFD ASAP if you haven't yet.
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Bull Case
🚨BEARTARDS HAVE GONE FULL IDIOT SANDWICH BY PRICING 50% CHANCE OF RATE HIKE BY END OF YEAR (exclusive analysis by @bullcase) Ten reasons why major TACO shocks are inbound and there will be no hikes: *Bessent wants 10Y yields under 4.5%; Now: 4.40% *Bessent…
🚨BULLISH: WSJ REPORTS TRUMP CONSIDERING DEPLOYING AN ADDITIONAL 10,000 GROUND TROOPS TO THE MIDDLE EAST
Btc still dumps on such rumors, incredible!
Trump has no room to escalate anymore. Both 10Y and 30Y yields sit within 10bps of Bessent's red line.
We're close to the end. We could see some more outrageous escalation FUD before the final TACO. Trump will try to milk his own FUD until the very end.
Take advantage of it to BTFD if you haven't yet!
Btc still dumps on such rumors, incredible!
Trump has no room to escalate anymore. Both 10Y and 30Y yields sit within 10bps of Bessent's red line.
We're close to the end. We could see some more outrageous escalation FUD before the final TACO. Trump will try to milk his own FUD until the very end.
Take advantage of it to BTFD if you haven't yet!
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Bull Case
🚨BULLISH: WSJ REPORTS TRUMP CONSIDERING DEPLOYING AN ADDITIONAL 10,000 GROUND TROOPS TO THE MIDDLE EAST Btc still dumps on such rumors, incredible! Trump has no room to escalate anymore. Both 10Y and 30Y yields sit within 10bps of Bessent's red line. We're…
🚨BULLISH FOR FULL TACO: TRUMP'S ECONOMIC APPROVAL HAS JUST FALLEN BELOW ALL BIDEN-ERA LEVELS
Treasury markets are still doing relatively fine. Sinking approval is Trump's real weakness. The big final TACO is coming very soon.
As soon as that final TACO happens crypto will rip.
Treasury markets are still doing relatively fine. Sinking approval is Trump's real weakness. The big final TACO is coming very soon.
As soon as that final TACO happens crypto will rip.
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Bull Case
🚨2Y YIELDS BOUNCE OFF EFFR, BIG MONEY KEEPS DUMPING TREASURIES AND GOES RISK ON The higher PPI has raised the inflation expectations of big money. If the Fed hikes then we go risk off. As long as the Fed doesn't hike the reflation trade picks up and more…
🚨THE BULL CASE SIGNAL EVERYONE IS MISSING: 2Y YIELDS RALLYING ABOVE FED'S RATE MEANS BIG MONEY IS ABOUT TO FLOOD CRYPTO.
We pointed this out 10 days ago. It's getting more attention now, but most still don’t understand why 2Y yields matter.
When this cross over happens, the late cycle melt-up phase begins. It lasts until the Fed starts hiking.
In the chart above, when the Fed hikes the yellow line begins to move up.
The yellow line will stay flat or go lower throughout 2026. Because Powell won't hike and Kevin Warsh plans to cut.
Expect full blown fugazi from here until year end.
2021 was the test pump. 2026 is the real pump.
We pointed this out 10 days ago. It's getting more attention now, but most still don’t understand why 2Y yields matter.
When this cross over happens, the late cycle melt-up phase begins. It lasts until the Fed starts hiking.
In the chart above, when the Fed hikes the yellow line begins to move up.
The yellow line will stay flat or go lower throughout 2026. Because Powell won't hike and Kevin Warsh plans to cut.
Expect full blown fugazi from here until year end.
2021 was the test pump. 2026 is the real pump.
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Bull Case
🚨BULLISH FOR FULL TACO: TRUMP'S ECONOMIC APPROVAL HAS JUST FALLEN BELOW ALL BIDEN-ERA LEVELS Treasury markets are still doing relatively fine. Sinking approval is Trump's real weakness. The big final TACO is coming very soon. As soon as that final TACO…
🚨WITKOFF: TRUMP WANTS A PEACE DEAL; THINK THERE WILL BE IRAN MEETINGS THIS WEEK;
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Bull Case
🚨BEARTARDS HAVE GONE FULL IDIOT SANDWICH BY PRICING 50% CHANCE OF RATE HIKE BY END OF YEAR (exclusive analysis by @bullcase) Ten reasons why major TACO shocks are inbound and there will be no hikes: *Bessent wants 10Y yields under 4.5%; Now: 4.40% *Bessent…
🚨HOUTHIS THREATEN TO JOIN IRAN CONFLICT IF ALLIANCES JOIN US AND ISRAEL
Even bluff of escalation is risky now. The Houthis control the Bab el-Mandeb Strait. A dual blockade would be catastrophic.
There is only one thing left to do for Trump: TACO.
[BTFD before everything rips!]
Even bluff of escalation is risky now. The Houthis control the Bab el-Mandeb Strait. A dual blockade would be catastrophic.
There is only one thing left to do for Trump: TACO.
[BTFD before everything rips!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨CHINA HAS STATIONED OVER 200 JETS-TURNED-DRONES AT BASES NEAR THE TAIWAN STRAIT, LIKELY TO BE USED IN THE OPENING PHASE OF AN ASSAULT ON TAIWAN; HIGH-SPEED INTERCEPTOR DRONES USED BY UKRAINE IN RUSSIA WOULD BE INEFFECTIVE AGAINST THEM
China will move on Taiwan in 2027 and the US knows it.
The deeper objective behind operations in Venezuela and Iran is cutting off China's access to cheap oil by 2027.
The deeper objective of US macroeconomic policy is to run the economy hot in 2026. Then unleash a strong dollar, QT, and sanctions in 2027, without triggering a domestic recession.
You have 12 months to make enough money to last through 2030. The worst bear market humanity has ever seen begins in 2027.
[BTFD now and sell when the blow off tops come later this year!]
China will move on Taiwan in 2027 and the US knows it.
The deeper objective behind operations in Venezuela and Iran is cutting off China's access to cheap oil by 2027.
The deeper objective of US macroeconomic policy is to run the economy hot in 2026. Then unleash a strong dollar, QT, and sanctions in 2027, without triggering a domestic recession.
You have 12 months to make enough money to last through 2030. The worst bear market humanity has ever seen begins in 2027.
[BTFD now and sell when the blow off tops come later this year!]
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
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🚨TOM LEE: BITCOIN IS STILL GOING TO $250,000 AND ETHEREUM TO $62,000
He's not wrong but nobody will believe him this time.
Tom Lee has always known the plan for 2026 is to run it hot. His 2025 calls were psy-op to throw off retail.
He's not wrong but nobody will believe him this time.
Tom Lee has always known the plan for 2026 is to run it hot. His 2025 calls were psy-op to throw off retail.
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Bull Case
🚨Metals have topped. 1.3 billion ounces of silver traded in the Shanghai morning session today. That's nearly 2x global annual mine supply. Shanghai premium crushed from $25 to $4.81. [In the coming weeks, trillions will rotate out of metals into crypto.…
🚨$13.78B HAVE FLOWED INTO STABLECOINS SINCE GOLD TOPPED IN JANUARY; $5.6B SINCE THE IRAN WAR STARTED
Even the vicious WW3 FUD couldn't stop the rotation from metals into crypto.
Markets don't care about Iran, they are focused on Taiwan. China will move on Taiwan in 2027.
Trump's Warsh pick in January was the signal to sell gold and start rotating into crypto for the final melt up.
[Don't be scared to BTFD!]
Even the vicious WW3 FUD couldn't stop the rotation from metals into crypto.
Markets don't care about Iran, they are focused on Taiwan. China will move on Taiwan in 2027.
Trump's Warsh pick in January was the signal to sell gold and start rotating into crypto for the final melt up.
[Don't be scared to BTFD!]
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Bull Case
🚨BULLISH: TURKEY'S CENTRAL BANK GOLD RESERVES SEE BIGGEST WEEKLY DROP SINCE AUG 2018, SELL ABOUT 22 TONNES LAST WEEK Central Bank gold reserves have peaked and will be replaced with Treasuries again in the coming years. Warsh killed the USD debasement hedge…
🚨BULLISH: THE CENTRAL BANK OF RUSSIA ALSO SOLD GOLD IN THE OPEN MARKET IN JAN-FEB, IT WAS THE FIRST TIME IN 25 YEARS
Central banks are dumping gold. Crypto beartards are selling crypto to buy gold. Make it make sense.
Everyone knows the weak dollar supercycle will end in 2027 when China moves on Taiwan.
For Warsh to perform his QT, the economy must be overheated first in 2026.
Risk assets will moon this year, BTFD and sell before 2027.
Central banks are dumping gold. Crypto beartards are selling crypto to buy gold. Make it make sense.
Everyone knows the weak dollar supercycle will end in 2027 when China moves on Taiwan.
For Warsh to perform his QT, the economy must be overheated first in 2026.
Risk assets will moon this year, BTFD and sell before 2027.
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Bull Case
🚨BULLISH: TRUMP IS 'WEIGHING A MILITARY OPERATION TO EXTRACT NEARLY 1,000 POUNDS OF URANIUM FROM IRAN' -WSJ *Trump also just told FT he is 'considering seizing strategic Kharg island' [TACO Tuesday is aftertomorrow, BTFD ASAP!]
🚨TRUMP SPEAKING LIVE TO REPORTERS ON AIRFORCE ONE TACO EXPRESS
*Trump: I think we will make a deal with them pretty soon. It is possible that we will not.
*Trump: Iran came back to us on 15-point plan
*Trump: we are going to asking for a couple of other things
*Trump on 15-point plan: Iran gave us most of the points
*Trump: I think we will make a deal with them pretty soon. It is possible that we will not.
*Trump: Iran came back to us on 15-point plan
*Trump: we are going to asking for a couple of other things
*Trump on 15-point plan: Iran gave us most of the points
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Bull Case
🚨2026 IS THE YEAR OF THE BULL (exclusive analysis by @bullcase) Yes, we were wrong on Q4 2025, but for a good reason. There was no way to know Xi would launch a purge of top generals not aligned with the 2027 readiness deadline. That move materially altered…
🚨THIS IS A GAMBLER'S PARADISE: TRUMP'S WAR HAS SENT THE ENTIRE WORLD SCRAMBLING FOR HIKES TO CONTAIN INFLATION; EXCEPT OF THE US WHERE CUTS ARE STILL EXPECTED
Global liquidity is about to flood into USD. The sophisticated Boomer Doomer take for this week will be that recession fears are holding down US inflation expectations.
*Nomura now anticipates two 25 bp Fed rate cuts in September and December.
*Tender rejection levels have broken 15% for the first time since 2022, as freight demand booms.
*Oil copper ratio 18.2
Hey boomer, is this recession in the room with us?
Everything will flow into USD. US inflation expectations will surge just enough to make sure everyone is forced to buy risk.
The Fed will see through surging inflation expectations because of the AI-led productivity boom.
The Fed will run it hot and crypto will moon hard!
[Ignore geopol. Ignore macro FUD. Just BTFD ASAP!]
Global liquidity is about to flood into USD. The sophisticated Boomer Doomer take for this week will be that recession fears are holding down US inflation expectations.
*Nomura now anticipates two 25 bp Fed rate cuts in September and December.
*Tender rejection levels have broken 15% for the first time since 2022, as freight demand booms.
*Oil copper ratio 18.2
Hey boomer, is this recession in the room with us?
Everything will flow into USD. US inflation expectations will surge just enough to make sure everyone is forced to buy risk.
The Fed will see through surging inflation expectations because of the AI-led productivity boom.
The Fed will run it hot and crypto will moon hard!
[Ignore geopol. Ignore macro FUD. Just BTFD ASAP!]
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