Weekly post:
Very important:
Alma@alma271828
The events not only confirmed my earlier analysis of #Warsh, but specifically accelerated it. It turned out that I had been even more overly cautious.
So $SPX has repriced the Iran de-escalation vertically.
5.7% in four sessions off the FOMC-day low, a breakout from a 5-month
10:14 PM · Aug 5, 2026 · 5.07K Views
13 Replies · 6 Reposts · 66 Likes
Let’s look at today’s positioning…
