IRAN Is About To Make The Stock Market Go Insane
Video Overview & Insights
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BREAKING: U.S. and Iran agree to halt strikes and meet this week, U.S. official says
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Man, 90% of the time I watch these click bait videos, it's wrong again and again. Just do the exact opposite of what the thumbnails says
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Geopolitical tensions are boiling over as the US and Iran exchange heavy military strikes over the weekend following an attack on a crude oil tanker near the Strait of Hormuz. We break down the market-moving news, including the Pentagon's decision to delay the announcement of these strikes until Friday's closing bell. Plus, Iranian state media signals a massive shift toward nuclear deterrence, raising immediate alarms for global macro traders. In the markets, tech funds just saw their largest weekly outflow in over two and a half years as investors lock in massive profits. Meanwhile, SpaceX ($SPCX) is set for a historic, rule-breaking inclusion into the Nasdaq on July 7th, presenting a major passive buying catalyst as the stock nears its IPO lows. We also dive into seasonal sector plays, highlighting why Healthcare historically boasts a 100% win rate in the back half of midterm election years while tech and real estate lag. Finally, we map out the technical levels for SPY as it sits 3.84% off its highs, analyze the current VIX pattern, and preview the upcoming July market seasonality. Make sure to subscribe to the channel for daily market breakdowns, order flow analysis, and trade setups!
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Trump wants to drop a nuke so bad.
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Imagine saying Iran isnโt being reasonable when you attacked to begin with and your buddy (Israel) constantly violates the non negotiable points of said ceasefire as if it doesnโt pertain to them at all. ๐
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Betting on healthcare. Hah
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I think the NASDAQ 100 inclusion already has been priced in. ETFs haven't been waiting for the official inclusion date, at which point they'd be buying at the top: that's why we saw the huge spike in share price the first few days. And while everyone's hyperventilating about the NASDAQ 100, there are other indexes out there: FTSE Russell changed its rules to allow fast track inclusion in its indexes after only five trading days, so $SPCX already is there; MSCI didn't change their rules, because they've had fast track inclusion of large cap stocks for a long time now; S&P didn't change their rules and still insist that only proven companies be included in the S&P 500.
Meanwhile, the landscape is shifting around the AI fable narrative. While the financial press still are hyping the "AI Boom"--circular financing enabled by cheap credit, absurd stock valuations, accounting chicanery, and NVIDIA buying its own demand--real companies with real work to do and real ROI to calculate are starting to wonder what the hell they're paying for. Anthropic's "Be afraid, be very afraid" marketing strategy has backfired spectacularly, with its flagship models now banned because the White House got afraid, got very afraid: how that affects their IPO plans remains to be seen. Meanwhile, Chinese open weight models are nipping at Anthropic's heels, sometimes bettering it, for a fraction of the cost: since you can download them onto your own hardware, and tweak them as you wish, you don't have to worry about a corporate overlord's idea of your business or about the US government banning the tool you're using on 90-minutes notice on a Friday evening. The cash furnace called OpenAI reportedly will postpone its IPO until 2027, at the earliest. Softbank tried to take out a relatively small loan secured by its OpenAI shares, to fund more AI, and got shot down by the banks. Attorneys have been sanctioned--in one case, attorneys for both sides--after showing up in court with motions and briefs containing AI-hallucinated, fictional, case citations. Ordinary people, who aren't part of the Circle of AI, are up in arms about suddenly having to live, 24/7, with the sound of dozens of 737s on engine run-up simultaneously, because of the gas turbine powered data centers that were built across the street from their homes. Private credit is starting to collapse, credit is tightening, and the Federal Reserve almost certainly will raise rates by the end of the year. And Elon's fangirls aside, people are realizing there are real facts of physics that argue against data centers in space, and real facts of human biology (prolonged time in low-G environments--Mars is about 0.38 G--is bad for human health) that argue against a "colony of a million people" on Mars.
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Wow, I just bought puts for VSAT for september @65 strike
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Everyone forgets Trump talking controls the markets even if conflict occurs if he says itโs fine the market trends upwards and everything is euphoric
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Tanker tried to bypass / ignore Iran..got bombed.. the pathological.liar lied again claiming ceasefire violation... it was put in writing in MoU Iran controls SoH.. Warcrimes to bury sex crime... whatd you expect from convicted felon cic
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How trump will make hundreds of millions trading prior to announcing his geo political decisions.
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That's how you stop so many wars. Trump has stopped like 5 Iranian wars
#stockmarket #stocks
0:00 Big Implications for Tomorrow
It's all fake in order for US and IRAN to fleece the stock market.
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Viasat looks like a head and shoulders before the right shoulder forms....
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S&P up .62%
More User Perspectives
You can't negotiate with terrorists. Blow them up. Hand the power to the normal people of Iran. It used to be a prosperous nation. It can be again.
@douchenozzlemcgee6111I think that this is all just noise and ultimately from now on everyone knows it only up szn
@JimJohn-z4hI wonder how many of Trumps friends decided to place their shorts before the close.
@JoseNavarroCoFutures are up this morning.
It's more likely that the markets go up after the pullbacks last week.
The price of oil is also down.
This channel is kim jung trump's mouth piece
@TheLolz1988Time to fill the shopping cartโฆ until Fridayโฆ๐ฎ๐ฎ๐ฎ
@ryanpierce4293Yes there is a new ceasefire deal bro. This is old news. Smh.
@akiraakira5057TACO time, get ready for a bounce!
@starcheese1ofc they waited. corruption at its finest.
@SafechannelsWe should start building bunkers instead of data centers
@nikp3516Big news can send the market swinging for a while, but Iโd rather invest based on solid fundamentals than let fear or hype make my decisions.
@MolinaryEligioGood thing I bought the dip last week ๐ญ
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@SHIGEHARUMADFrom my observation and historical market pattern, there might be a bit of turbulence in the market coming up, but here's the deal: Trying to guess what's going to happen next is less important than spreading your bets when trading and thinking long term. It's not about guessing the market's next move; it's about playing it smart and steady...managed to grow a Portfolio of around 85k to a decent 780k in the space of a few months.Thanks again Ken Halper, for the regular updates,..
@Stuart.ChiltonDo I sell or hold off and keep buying. Iโm not old enough to know if anything like this has ever happened before. Yes yes I know donโt panic sell but have we ever had situation like this before
@leelee287Note self, short SpaceX on Aug 7.
@the360fiveFutures today (Sunday) donโt give a shit. Markets are starting to not care about the war
@monzav8Friday is bomb day, Monday is 'Short Monday'.
This isn't hard to pattern.
Pick an AI and ask what percentage of the time Fridays a military strike on Iran has happened and how many of the following Mondays it dipped.
I love the coverage you guys do but would push back a bit on todayโs comments about the Apple/CXMT announcement harming the DRAM ETF. CXMT doesnโt make HBM memory which is the primary focus of DRAM. Other factors could of course impact DRAM but I think the Apple announcement is negligible at best. Perception about it would be the main factor, not reality.
@songmannnnGood news! The Strait of Hormuz is open. Just kidding... it's closed again... wait... Good news! The Strait of Hormuz is open. Just kidding... it's closed again... wait... Good news! The Strait of Hormuz is open. Just kidding... it's closed again... wait... Good news! The Strait of Hormuz is open. Just kidding... it's closed again... wait... Good news! The Strait of Hormuz is open. Just kidding... it's closed again... wait... Good news! The Strait of Hormuz is open. Just kidding... it's closed again... wait... Good news! The Strait of Hormuz is open. Just kidding... it's closed again... wait...
@icollidedAnd stock futures are, wait for it, UP ๐๐
@nathanielpaul1992Congratulations on the new baby!
@TJDetroitThe Market Manipulation is ABSOLUTELY nuts right now. I seriously CANNOT believe MAGA still supports this guy. Seriously.
@nathanielpaul1992what a stupid headline clickbait title
@selespeed3I thought iran had no weapons left. ๐
@flexiblebusahahaha i love it. this humiliates trump and i'm ok with that
@cheetopendejo6660So when you teamed up to make videos was it like hey lets speculate stock market collapse every day so we can be the next michael and take credit for claiming its coming in advance. literally every video is doom and gloom coming tomorrow.
@40andfreedomWhy do our institutions keep bending the rules for Elon Musk? Historically whenever this happens to accommodate someone is in such a hurry to make lots of money, it doesnโt end well...
@GreenspudTradesMarket Manipulation on BOTH SIDES! this is fucking stupid
@bobbyhernandez859The United States has already surrendered to Iran and Iran wasn't going to stand by while the US and the UN renegged (again) and was working on a new sailing route through Omanian waters instead of the agreed MOU that states it goes through Iranian routes. This is what happens when you rush to make a disastrous decision in attacking Iran during negotiations and not taking into account Iran would retaliate by shutting down the strait. What a huge mess Trump has caused the entire world.
@SeanMahoney33His words were the Islamic Republic of Iran which is different than Iran.
@joemuscarella5564I can and can't believe how much Trump's administration is manipulating the market with information timing and actions. It's insane.
@78awhite