Market runs on manufactured momentum and ticking clock…
$VIX puts are being bought just before $SPY ramps like what's shown below to suppress vol further and cause an automatic rise in equity prices. This also happened yesterday and Monday. They didn't need to do this last week as the momentum trade was on its own. Now you can tell… pic.twitter.com/YQplUXmM84
— Astro Zan (@alshfaw) July 9, 2025
For $VIX and $UVIX holders. You have a lot of hope, just see the massive amount of compression with a large wedge similar to February 2025. In Feb, it unraveled on vix opex, the equivalent of next Wed. You're much closer to the bottom of the wedge than the beginning of it. It… pic.twitter.com/96rnv0bbjH
— Astro Zan (@alshfaw) July 9, 2025
Amazon prime day sales are down 41% year over year.
Recession is here.
I tried to warn folks.
No one listened.
— tic toc (@TicTocTick) July 9, 2025
⚠️The US yield curve has now been positive for 11 MONTHS:
The difference between 10-year and 2-year Treasury yields has sharply risen over the last 2 years
In the past, once the yield curve turned sharply positive, the US economy was in a recession.
Are we in a recession? pic.twitter.com/Y1MqHzeFef
— Global Markets Investor (@GlobalMktObserv) July 9, 2025
The unwinding of the Japan carry trade will definitely be a scary trade if it materializes.. pic.twitter.com/qL68Lm40HO
— Guilherme Tavares (@i3_invest) July 9, 2025
BREAKING: Google stock, $GOOGL, falls on reports that OpenAI is planning to launch its own web browser. pic.twitter.com/DZoLmyLCwc
— The Kobeissi Letter (@KobeissiLetter) July 9, 2025