Why Did Money Managers Make A Massive Rotation Today?
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Market Recap:
0:00 Intro
0:33 Commentary: Rotation
7:00 Market Performance: Risk Off
9:30 Heat Map: Intra Sector Rotations
14:20 Commodities: Hedging Against DXY Rebound
16:50 Options: VIX 70?
24:50 Charts: More Weakness In NVDA?
33:10 Outlook:
Outro Music: Slow Shifting - OTE
Comments
So far it hasnt fallen over 12% and you gased over it 🥳
Michael Costa
2025-07-03 17:03:22 +0000 UTCJerome Powell will never cut rates until he leaves office. Have you been paying attention to the Fed Chairs? Cutting is not in the cards. Inflation is still through the roof thanks to Trump antics! 7/9, tariff bullshit will keep the ball in play until Powell sunsets. Doesn't really matter, the Fed doesn't control the interest rate. Only the wealth holders (bond vigilantes) do. They can cut the interbank rate, but I'll still demand 5%+ for my cash. And if the % goes down, my uninvested cash goes overseas. They need to shake out the weak hands and only a high interest rate can do that. F' the government endless spending assholes. Cash [and gold] is still King in the age of Bitcoin. Bad money drives out Good money. Infinitely Fungible [despite artificial scarcity] = no actual value. Protips!
Andrew P.
2025-07-02 03:55:55 +0000 UTCIt's all about to break loose. Get your shorts/puts in order for the FALL. July is usually the TOP of the market before the FALL! This year is feeling like an October bottom, but who knows. It's moved as far forward as August in the past.
Andrew P.
2025-07-02 03:44:22 +0000 UTC
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