Optimism Is Exhausted And FEAR Is About To Storm In!
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Market Recap:
00:00 Intro
0:35 The Mini Big Short
4:15 SMCI Fraud
5:55 Macro: Communist Economy
8:35 BYD Crushes Tesla
10:12 OPEC+ Moves Oil Higher
11:10 Germany Economic Update
12:00 Earnings Reviews: LLY, MSFT, META
20:25 Jim Bianco: The Trump Effect
24:00 Market Performance: Fear Wins
26:20 Heat Map: LLY vs. NVO
29:50 Commodities: Lumber vs. XHB
31:15 Options: $100m Bet Against QQQ
38:15 Charts: NVDA Short Trade Ideas
50:30 Outlook: PCE
Outro Music: Mezcal Worms - The Foundling
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