...markets are beginning a Melt-Up in anticipation of a Fed...

...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