Seems like a recipe for a pretty warry weekend

🔴 ⚠️ BREAKING: PAKISTAN AND IRAN EXPLORE A PATH TOWARDS NEW TALKS WITH THE US IN A CHINA- INITIATED PUSH - SOURCES. ...

Stocks have found a bottom for today imo

That's why oil was weak and gold strong

This market is so insider traded it's crazy

Incredible numbers

Please accept the same deal that we didn't honor and didn't give you any real thing we conceded in writing the last time but promise, pinky swear we will this time

Oh and about that time where we bombed you and your negotiators while we were negotiating ignore that too

I will repeat that I don't know how bad the situation is in Iran, but by publicly available information Trump negotiating position is getting worse every week

Oil down 10% now lol, just as the oil bulls were crazy loud

Nikkei and Kospi already back to Friday lows

Really not sure about what to think about this ceasefire news.
Seems real, matches both sides constraints, but it doesn't really solve anything for anyone so doesn't seem sustainable

Will be interesting to see if gold can pump into FOMC and during, so far it got the ich everytime Warsh was scheduled to speak

My bet is Warsh tries to sound as hawksish as possible without changing anything to get his street cred up and the market do part of the tightening for him

Crossing his toe nails that the war is over by the next one and he can obey master Trump and cut rates

I'm starting to think that all those people buying short term options to protect of temporary drawdown create an invisible floor on indexes

My position is to be a long term investor I'm not paid to carrry FOMC risk > I buy puts
I don't underwrite war risk > I buy puts
I think the AI buble might pop I need to protect my folio > I buy puts

There is nobody left to sell