...markets are beginning a Melt-Up in anticipation of a Fed pivot soon.
...but the focus is on the rate cut, not on what comes after the cut.
...not a fan of day trades but appears that's the best course of action IMO to avoid having a large open position.
Tomorrow, further proof of economic slowdown will accelerate the melt-up in the slowest growing companies. Or, explode the Tech bubble.
Position accordingly. We know one thing, CPI can't run hot.
https://x.com/SuburbanDrone/status/1811141282104037736
...markets are beginning a Melt-Up in anticipation of a Fed...
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