these guys have bought $15 billion of Bitcoin and ETH this year, and both assets are down massively year to date. It's just financial engineering scamming retail. Propping up artificial demand.

You have, for the space example, you have the SpaceX IPO 4 months out. You know there's going to be hype going into it. But when you get those ideal entries and you're patient, you've been watching it, then you can get in.

At this point, I don't think they're going to hike at all. I think this is, you know— This is wartime policy. And basically because we have a massive deficit, we have $1 trillion of interest, a massive amount of debt to be rolled, I think we're getting our answer, which is the market's telling us we're growing our way out of this no matter what.

this is why I think Trump's gonna cut a deal that will probably end up being worse than Obama's. Because he— he has to open. He— we're 4 months away from the midterms. He can't re-escalate and engage in another months-long conflict with gas prices where they're at, the consumer health.

these incomes, they're accelerating to the downside now. And therefore, to keep up with such an energy shock like we're seeing, they have to tap their savings rates. So you can see personal incomes are trending negative now.

I'm not bearish on the market in general. I just think there's going to be a massive sectoral rotation just given how, like, credit spreads this low. It's hard to really have like a, you know, volmageddon type thing