Buckle up. The market might not be as stable as it looks.
**SPY/TLT (MY BAD)!!😬
— Guilherme Tavares (@i3_invest) February 26, 2025
Maybe it's just coincidence, but this chart seems too significant to ignore.
The consumer discretionary-to-staples ratio just formed a near-perfect double top, revisiting late-2021 levels.
In my view, this is likely the beginning of a downward trend, not the end of one. pic.twitter.com/MyJTRp3zCH— Otavio (Tavi) Costa (@TaviCosta) February 26, 2025
We see which way bonds picked…
The same path as history suggests at this point in the cutting cycle.
Long $TLT https://t.co/JCo1ZhcYCY pic.twitter.com/hW6hkq0wgl
— Fibonacci Investing⚡️ (@FibonacciInves1) February 25, 2025
Is the US unemployment rate set to spike?
Bloomberg News' story count regarding job cuts, firings, and layoffs surged to 15,651 last week, the most in at least a year.
The number of stories has doubled over the last 3 weeks.
This comes as DOGE has fired tens of thousands of… pic.twitter.com/dBLGWEa787
— The Kobeissi Letter (@KobeissiLetter) February 26, 2025
This market has no risk priced in. You'll need absolute perfection from $NVDA to keep it going. Not to mention PCE on Friday.
And 10-yr selloff suggesting growth scare is back and rightfully so. The economy is 🗑️
— Leverage & Liberty (@LibertyLeverage) February 26, 2025