The Strait of Hormuz is almost completely blocked right now. Traffic is down to almost nothing. The media keeps recycling the same “ceasefire” and “peace agreement” phrases over and over, but we’re not actually seeing any real deal with Iran. Markets are being set up for disappointment.

The route is basically dead and the media is still recycling the same old peaceful narrative. Why is everyone acting like this is normal? Omg. This is absolutely insane. Why is everyone acting like this is normal? pic.twitter.com/gO0lUmC7CO — NoLimit (@NoLimitGains) April 25, 2026 There will never be a deal. Markets are being set up …

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The break will be hard. And fast. And take everyone by surprise. Investors are set up for disappointment ahead.

The break will be hard. And fast. And take everyone by surprise. pic.twitter.com/kk26gMoGBN — Mac10 (@SuburbanDrone) July 8, 2024 12m forward EPS est have surged to $260 (blend '24/'25), while actual earnings have been *flat* around $225 for ~2yrs. Plus paying 21x fwd, levels only seen in the tech bubble at these bond yields. pic.twitter.com/JcFgZhs7PJ …

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Not Always Sunny! Dis-Inflation & Disappointment For Philly Fed Survey In January (-10.6, Worse Than Expected)

by confoundedinterest17 It’s not always sunny in Philadelphia! And not because the Eagles got stomped by Baker Mayfield and the Tampa Bay Bucs. Manufacturing activity in the Philadelphia region continued to decline in January (for the 18th month of the last 20). The headline Philly Fed survey printed -10.6 (worse than the -6.5 expected) and …

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LOTS OF DISAPPOINTMENT COMING UP

Bulls are awfully happy today…apparently not having a very cool understanding of one of the most bearish structures in markets: the bearish running correction LOTS OF DISAPPOINTMENT COMING UP $SPX $SPY $ES_F pic.twitter.com/dFmPNp7wEy — @mcm_ct_usa (@mcm_ct_usa) August 7, 2023 The S&P 7, which are the biggest tech stocks, now account for 28.6% of the entire …

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