The Long Investor
$SPY the market rallied from October ‘22 to March ‘24 in Waves 1 to 5.

The first rate cut was expected in March ‘24, inflation came in hot so the Fed delayed this

But the market had already decided this was time for the pull back as Wave 5 extended parabolically at the end of Q1

Q2 began and immediately the decline started, very aggressively, just in time for earnings season.

This was clear and obvious: commodities, the US10 Yr, the Vix, HSI, crypto, all showed signs that this time was different than just a standard pull back.

The market was on a knife edge and the conflict in the Middle East tipped the scales, too much uncertainty and volatility for the market to remain bullish.

This correction is not a crash for me and I don’t believe a recession will be hard, I also believe this correction can be complete before the US elections in Nov as it has started very aggressively.

So sit on your hands, stay in cash and look forward to buying strong companies at a heavily discounted price soon

$SPY $QQQ
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The Long Investor
Do not be surprised to see $AAPL green shortly for a bounce for Wave B

It is substantially ahead of the other Mega Caps

Likewise, $TSLA could have completed its correction now too.
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The Long Investor
Traders have now realised that historical 10% return from the S&P 500 each year would be amazing right now for them.
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The Long Investor
As long as the US 10 Yr keeps rising, the market is in trouble.

Look at what happened to the market between August and October when the US 10 Yr rose to 5%

US 10 Yr hit 4.7% today

A new high is possible
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The Long Investor
RT @TheLongInvest: $AAPL why is $AAPL the only stock green?

Our members know why, it is the only Mega Cap that has completed its Wave A correction and is in Wave B now.

All other Mega Caps appear to be only starting their Correction.

$AAPL lead the market to decline in July 2023 and will likely be the first to recover from its correction.

$AAPL will always be the market leader.
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Antonio Linares
I’m selling 7 units of my 2 Hour Deep Diver course for $150 (instead of $199).

They sell out quick and the price is going to go up soon, so now is a great time to buy. https://t.co/atAhadWKat
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The Long Investor
People need context here

Wave 4 took between August and October to pull back. At least 3 months.

Wave B did not complete over 2 days on Monday and Tuesday this week lol.

$SPY

$SPY the market rallied from October ‘22 to March ‘24 in Waves 1 to 5.

The first rate cut was expected in March ‘24, inflation came in hot so the Fed delayed this

But the market had already decided this was time for the pull back as Wave 5 extended parabolically at the end of Q1

Q2 began and immediately the decline started, very aggressively, just in time for earnings season.

This was clear and obvious: commodities, the US10 Yr, the Vix, HSI, crypto, all showed signs that this time was different than just a standard pull back.

The market was on a knife edge and the conflict in the Middle East tipped the scales, too much uncertainty and volatility for the market to remain bullish.

This correction is not a crash for me and I don’t believe a recession will be hard, I also believe this correction can be complete before the US elections in Nov as it has started very aggressively.

So sit on your hands, stay in cash and look forward to buying strong companies at a heavily discounted price soon

$SPY $QQQ - The Long Investor
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Daniel
I’ve studied Howard Marks’s Memos in the years of Market Crashes.
(2000, 2008, 2020, 2022)

Here are the Key Learnings summarized in 1 to 2 tweets each👇🏼 https://t.co/X1nAEEpMQF
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Antonio Linares
2 units left

I’m selling 7 units of my 2 Hour Deep Diver course for $150 (instead of $199).

They sell out quick and the price is going to go up soon, so now is a great time to buy. https://t.co/atAhadWKat - Antonio Linares
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 Q-Cap 
Jensen seeing every hyper scaler announcing increased AI spending https://t.co/BrrST9Mx42
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Antonio Linares
Just 1 left

I’m selling 7 units of my 2 Hour Deep Diver course for $150 (instead of $199).

They sell out quick and the price is going to go up soon, so now is a great time to buy. https://t.co/atAhadWKat - Antonio Linares
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The Long Investor
$MSFT I expect a comfortable beat with no surprises later

Any rally would likely only bring this to the 50 Day MA before rejecting

$GOOG I expect a good earnings but there if there is a single blemish, I still expect this to drop hard.

$GOOG is behaving like a rogue solider in the market right now, it’s admirable but it’s got a target on its back now.

Safer in packs
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