imo we're

I assign a low probability to Warsh hiking, the war is more uncertain

I hope to get a new low on NQ to really position heavily but looks like I might not

This is actually de-escalatory

TRUMP TO FOX: WE'LL BE HITTING IRAN HARD
(@WalterBloomberg)

War of words instead of actual war

He probably will call his buddy Warsh today again and tell him that if he dares raising rates he won't have a place to sleep tmr

lol look I got a bit too precipitated buying nvda at the open, bought 33% of my desired size

lol

FERRARI HITS 2026 SALES TARGET FOR CONTROVERSIAL LUCE EV WITHIN TWO MONTHS - FT
(@WalterBloomberg)

lol at this pace if he hikes he has to do an emergency cut tmr

66% now, the rest is at NQ 27k or higher

lol tsla is giga oversold as well according to my indicator

I bought TSLA with 0.1% of my folio

Market might be freaking out by the pause letter signed by numerous employees of the labs. A pause means less demand for DC components obviously

When it rains, it pours

Warsh is a good speaker, he is doing Trump bidding but elegantly and does make some sense on the changes he is trying to make

People on the timeline misunderstand Warsh, he can't hike so he spoke to create more uncertainty and have the market do the tightening for him.

If the stock market stop going up I think inflation is not going to be a problem for very long once oil is managed

lol the market is melting

100%