Invesco Nasdaq-100 ETF
“So that is a million dollar question and speaks how to incredibly complex macro is given how interconnected markets are globally. Normally triple rate cut is extraordinarily bullish and normally leads to double digit $SPY $QQQ index gains the following year. However... this comes at a time where BOJ is raising rates. But If the Fed cuts and BOJ raises, you get a divergence: cheaper USD funding,…” post →
| Date | Tweet |
|---|---|
| 2026-06-26T09:50:52 | OFC I'm aware. But I'm personally sleeping comfortably since I have conviction in my hyperscaler mapping research with $SIVE. And yes, I still have my million+ share position. Not sure if people realize this: but I'm only here to share my thoughts/ideas. I don't control market volatility, what d… → · 2067 likes · 767,266 views |
| 2025-11-23 | So that is a million dollar question and speaks how to incredibly complex macro is given how interconnected markets are globally. Normally triple rate cut is extraordinarily bullish and normally leads to double digit $SPY $QQQ index gains the following year. However... this comes at a time where B… → · 7 likes · 1,769 views |
| Report | Date | Stance |
|---|---|---|
| #111 — Macro Memo: Mo-vember | 2025-11-17 | LONG |
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