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.@rebeccawalser says Friday's PCE data doesn't signal a dovish Fed, but rate cuts are still possible. She warns of economic headwinds and advises investors to stay alert to changes in the A.I. trade.
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🔥 Top post: Is further downside ahead for markets? 😬 🥐 𝗟𝗜𝗩𝗘 ➡️ With stocks · 772K views
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.@rebeccawalser says Friday's PCE data doesn't signal a dovish Fed, but rate cuts are still possible. She warns of economic headwinds and advises investors to stay alert to changes in the A.I. trade.
Looking to be on the safe side of this market?
@rebeccawalser makes the bull case for Eli Lilly $LLY and healthcare stocks with @NPetallides:
Tesla $TSLA continues to be the most undervalued AI play in the market, says @DivesTech.
🎙️ “I continue believe we’ll be looking at a $2T market cap by the end of this year.”
The market is searching for a short-term bottom, says @jam_croissant. When will it find one?
🥐 Cem Karsan joins @OJRenick LIVE to share his latest market 𝗰𝗿𝘂𝗺𝗯𝘀:
A.I. & tech stocks have a long runway, but it makes sense to see rotation into small-caps right now, says @rebeccawalser, as the wreck in tech continues.
🗣️ “This concentration is unprecedented.”
Macro + Flows = 𝗖𝗿𝘂𝗺𝗯𝘀 🥐
@jam_croissant is back with @OJRenick to share his latest notes on volatility, options flows, trading around the election, and more:
January 17 has come and gone. Is the window of weakness now open?? 🪟
🥐 𝗟𝗜𝗩𝗘: @jam_croissant details what's to come in the options market with @OJRenick:
Get prepared for what’s coming past January 17, says @jam_croissant.
🥐 “You want to get long vol–this will be a bottom in vol in my opinion in the next week or two.”
"Knowledge is p̶o̶w̶e̶r̶ vol dampening" 🥐
After nailing the $SPX low to the day and the price, @jam_croissant is back with @OJRenick to share his outlook for volatility and options flows into year end:
🗣️ 𝘾𝙧𝙪𝙢𝙗𝙨 𝙖𝙧𝙚 𝙝𝙚𝙧𝙚! 🥐🥐
𝗟𝗜𝗩𝗘 ➡️ @jam_croissant breaks down the latest trends in volatility and what to expect from the Fed with @OJRenick:
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