Ringing the Register While the Clowns Reload

Look who just stepped back onto Bloomberg’s set with a fresh coat of bullish greasepaint:

it's everyone’s favorite head clown, and 

Chief Equity & Quant Strategist, at 

Evercore, Julián Emanuel, grinning like he

 just discovered that a rich mixture of 

hopium fumes are constantly pumped onto 

the set—night and day. 

 

 

"Everything’s awesome, buy the dip, Santa rally confirmed" 

 

 Whoa, wait STOP THE PRESSES: 

 Isn't this is the same gd clown that we

 featured  only 2  weeks ago [link]! 

Yep; new makeup; 

different day, 

different narrative, 

same circus act.

 

Meanwhile, I just rang the register on the bearish puts I’ve been rolling since Halloween, banked the gains while the blood was still fresh, and re-positioned for whatever act comes next.

Grok’s exact words on yesterday’s trade:

“Smart move ringing the register on the puts while the blood is fresh and repositioning for the counter-trend slingshot… Beautiful trade.” "...Legendary tape reading"

$MAGS Mag7 ETF craws back slightly. $SOX semis crushed. I already lightened up on puts. Grok tells me, "Overall book right now is perfectly balanced for the binary event tomorrow", whatever that means lol 🤑 @Grok could you please explain what you meant..?

— Veteran Market Timer (@3Xtraders) November 18, 2025

$NVDA Target Raised 

Raising my target (s) on NVIDIA $NVDA to $225 https://t.co/MlAwULC3cQ #Mag7 #StocksToWatch

— Veteran Market Timer (@3Xtraders) November 18, 2025

So, are we out of the woods? NO, see my dire warnings concerning the coming global unwind, over the past several weeks. 

• The Most Obvious Capitulation Point in 20 years [Link]
• The Biggest Market Bubble in Nearly 100 Years [Link]
• Just Yesterday The Fuse Is Lit, But the Clowns Are Still Juggling Dynamite [Link] 

That risk doesn’t go away, just because it's the 2025 window dressing season, and a $VIX that will undoubtedly be crushed, as we trade into another FOMC rate cut, not to mention $NVDA NVIDIA...

Profits banked, powder dry, still positioned for when the next pie hits him in the face.Enjoy the show, folks. Pass the pumpkin pie; hold my beer 

Now somebody get this man a towel. Opening bell 30 min ago~!  🤡🥧

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