Recent content by Jysin

If you like paying a higher interest rate, otherwise.. no

Quoting myself. As if on cue with rates, US30Y hitting new multi month highs today.

Surprised no one has mentioned weed stocks today. Catalyst: "Trump plans to direct agencies to reclassify marijuana as a Schedule III drug as soon as Monday," per Reuters MSOS (Cannabis ETF) + 34% today

That is one way to clear some of the AI froth. 10:58 ORCL Reportedly some Oracle datacenters for OpenAI have been delayed to 2028 from 2027 - Source TradeTheNews.com AI names and indexes shitting after this headline. *EDIT Oracle now refuting this:

Fed doesn’t control the long end of the yield curve, which mortgage rates track. There’s been a lot of unhappy home buyers that have been frustrated over the last year of Fed cuts and stubbornly high mortgage rates. Bank of England* has cut far more than the US (five), yet they also hit multi...

BTC has just given up the post FOMC pump and flipped red (slightly) on the day. Not a great look.

I'm not Blazin, but IWM ripping with the Fed announcing they are buying short end treasuries. Driving short end yields down is a blessing for small caps.

Indexes ripping. MSTR at lows of day.

Not a Picard for you, it was my reaction to them resuming buying short dated treasuries.

Dot plot says 1 rate cut forecast for 2026. *(US) FOMC SUMMARY OF ECONOMIC PROJECTIONS (SEP) FOR DEC: MAINTAINS 25 BPS OF RATE CUTS IN 2026

NVDA US Senators said to plan bipartisan effort to block advanced chip sales to China; Act would seek 30-month delay in export licenses; Would prevent sale of H200 and Blackwell chips - FT - Source TradeTheNews.com

Market shaking those weak hands today. Impressive 5m vol candle on the SPY. Completely bounced and back to flat on the day.

I mean, there is precedent. August of last year we had a very deep dive in the overnight specifically linked to the Yen carry trade. It's not a nothing burger when it can move markets this much: SPY Mon Aug 5th 2024 More detail from Grok: On Monday, August 5, 2024, US stock markets...

Gamma positioning in SPY is very heavily skewed to the upside.