NokiMo
The Maverick Of Wall Street
The Maverick Of Wall Street

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Shaking Off Inflation & Tariffs Legit? Or February Seasonality Trap?

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Market Recap:

00:00 Intro

1:25 Macro: Hotter Inflation & Tariffs

7:00 Market Mechanics: AAPL, NVDA Squeezes

12:20 Trading Strategy

16:10 Morning Brief: I Like China Casinos

18:00 Market Performance: Bond Market Confirms Bullishness

20:45 Heat Map Analysis: Why Airliners Went Down Today?

30:25 Commodities: PALL vs. TLT

33:00 Options: The Case For AFRM

40:00 Charts: Important Weekly Close

53:50 Outlook

Outro Music: Another Life - The Killers

Shaking Off Inflation & Tariffs Legit? Or February Seasonality Trap?

Comments

Maybe Mav, thought (incorrectly) that prostitution is "still" legal in Clark County. Or, I I think, Mav's still hung over from "celebrating" Presents' Day.

AURUM

He might be busy covering his gold shorts..... or he maybe partied a bit too much... on account of President's Day.

AURUM

Update: gold is pushing $3000.... you gotta hedge, meanwhile silver is pushing $35. Mav, did u celebrate President's Day a bit too much?

AURUM

Anybody heard from the Mav?

John Love

it hasnt moved much for the last 10 days. wtf you talking about and is 92% on monthly RSI...nearly 90 on weekly for the 2nd time. You're just a clown You're also cherry picking positions as you omit what he is long on and focus on what he is bearish on which is just low IQ

Jd

So no video yet again?

Jd

Thank you sir

Rico a

HOW are those PALANTIR PUTS DOING? LOL

Hugh Jass

Simple. Ukraine war is done. Putins is friends again. US will get cheap energy from Russia and 500b minerals from Ukraine. US being cleaned up big time with actual hundreds billions in savings, likely on track to a trillion a year. Yeah this will be good for the market. Plus everyone knows that Trump is gonna print baby print if the economy actually drops

Mara

Thanks Mav! I think you're finally starting to see it. Calling Elon a trash Human being, Melania a whole and Trump a bumbling idiot is flat out foolish. You're actually looking to dump one of your long portfolio gems, LMT. 100 percent Trump is cutting defense spending bigly. He said yesterday he will meet with Putin and Xi soon to discuss this and many other things. All the big boys are going to play together nicely and world markets will hum along in harmony. This is the big picture the market is seeing.

Longrun

The 2nd half of February... fasten your seatbelts. You gotta be "jack be nimble, jack be quick." Good luck was said to be signaled by clearing a candle without extinguishing the flame.

AURUM

I like to call it "buy now 'maybe' pay later.

AURUM


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