Bull Case
746 subscribers
1.77K photos
79 videos
144 links
Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
Download Telegram
A market bottom signal based on extremes in breadth has just activated. This signal activated 2 times during Biden's term. Trump has never had one, he is competitive so if he knew what it is and how strong it is, he would want one.
🍾3
The current state of swap spreads shows tradfi is screaming for collateral. As if insitutions are dumping their safest assets (Treasuries) just to stay liquid.
China announces additional 84% tariffs on US goods from April 10
🍾3πŸŽ‰2🀑1
China adds more US firms to unreliable list.
Oil plunges below $60 as China raises tariffs on US
πŸ‘1πŸ’…1
Bull Case pinned a photo
Trump's tariff turmoil topples ultrarich wealth: $174b wiped out from fortunes of world's top 10 billionaires, including Elon Musk, Warren Buffett and Mark Zuckerberg
🀣2
SPX Fear and Greed Index: 3 (Extreme Fear)
Crypto Fear and Greed: 18 (Extreme Fear)

If this is a bear market then it's the first bear market that can be unwound with a single tweet. How can you be scared? BTFD
πŸ‘1
NASDAQ green pre-market. [The market gives the biggest cues when it reacts good to bad news.]
🍾2
EU Commissions says it will impose first countermeasures against the US on April 15; says it secures backing from EU countries for first countermeasures against US tariffs
πŸ‘2🀣1
Probability of a May 7 rate cut still 55%. With tariffs, both inflation expectations and yields are rising. Will the Fed cut rates with short term inflation expectations through the roof? There is a third option nobody is talking about, stablecoins. Tether ranked among the top buyers of US Treasuries in 2024. As other currencies suffer tariff induced hyperinflation, demand for USD can fuel more purchases of US debt through stablecoin adoption.
🍾2
The S&P 500 Bullish Percent Index now at the pivotal 11 level which has seen either lows or tradable rallies emerge. Only GFC and Covid crash had printed lower readings.
🌚1🍾1
Blackrock sells $200M in Bitcoin.
Trump: This is a great time to buy
The EU votes in favor of imposing tariffs on 1500+ selected U.S. goods. The first tariffs will come into place next Tuesday
πŸ’©1
Bessent: Treasury market behaving normally.

Some unusually sharp moves in US government bond yields in recent days, but it's not (for now) crisis territory.
Trump posted that it’s a good time to buy exactly on the Covid trendline
🌚2πŸ‘Œ1
China surplus by the numbers. [They will still lose the tariff war]
πŸ”₯2
Recession odds on Kalshi 69%