We saw some awesome trading during the first month of 2025; loving the volatility we saw return on Friday!
Hopefully this keeps
up, and as long as investors are kept on edge by the current
administration, I'm sure it will.
I've embedded a video, which you may also find pinned in my current X timeline, which perfectly mirrors my take on what I believe we're are already seeing unfold in real time.
Elon Musk says he’s teaming up with Jamie Dimon to convince bond markets that cost-cutting DOGE is good for U.S. debt fortune.com
but when you drain funding from a rigged economy that is highly reliant on corruption... guess what happens next? Let the chips fall where they may
— Veteran Market Timer (@3Xtraders) February 2, 2025
Trump has already put the warning out that there may be some pain ahead.
I've already spent a lot of time trying to warn people about the implication of pulling money out of this corrupt system, but few wanna listen
If you cut spending the market will collapse, and that's going to prick an enormous liquidity bubble. Be careful what you wish for.
— Veteran Market Timer (@3Xtraders) January 23, 2025
Wrapping up the market action we saw unfold on Friday
No sooner than I made this timely observation on the $VIX, all hell seemed to break loose!
I'd say investors are pretty complacent here $VIX 15
— Veteran Market Timer (@3Xtraders) January 31, 2025
That was the most accurate read of the day, and all the warning I gave on X.
Up until that point the market had remained awfully quiet, and even before the market open, Bloomberg seemed surprised that futures were up; given all the bearish news they had been regurgitating all morning. Everything from the DeepSeek (Deep Fake) we saw on Monday, to Trump warning BRICS nations not to abandon the US Dollar. Heck, they even had Nouriel (Dr Doom) Roubini on!
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screen capture Feb. 1st, 2025 |
While Bloomberg is more often wrong than right, that offers a glimpse into how to use the lame stream media as a market sentiment indicator.
So with all the bearish cards on the table, why did markets ignore all the warnings, and even rally Apple shares into a bearish midday reversal? I think part of it had to do with the fact that it was a Friday, and investors had been told that Trump wasn't going to drop any bombshells until Saturday!
Surprise!
Trump says tariffs on Canada and Mexico coming Saturday, and he's deciding whether to tax their oil
It looks like Europe is next, and it looks like we're well on our way to a long anticipated correction in global equities.
Why Is Donald Trump Threatening the EU and UK With Tariffs? newsweek.com
Tale Care, AA
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