To The Moon

This week’s chart comes from the latest Market Cycle Guidebook and presents a sort of “what if?“ scenario… one that is probably “unthinkable“ from the standpoint of where consensus seems to have drifted to.Basically the key premise in the chart is that there has been a clear Global pivot to monetary policy easing already — and with the usual leads/lags of policy transmission there should be a bunch of monetary tailwinds coming into play right about now.So instead of getting a recession, what if we get the opposite?(what if growth accelerates rather than stalls?)That’s not to dismiss the real adverse impacts of the tariff shock…And when it comes to the USA specifically, there are a lot of short-term pain points from policy moves this year e.g. fiscal tightening from DOGE cuts vs previous ye

$S&P 500(.SPX)$ closed above the Daily FVG at 5642-5582 , but with FOMC tomorrow there is great risk we close below that sending a bearish signal.A new high is allowed if we continue to close above 5582, but once we close below that zone should act as an entry point for shorts.If that occurs, ideally that leads to retracing 50%+ of the Apr 21 rally confirming this is a bear market rally setting up for the next major wave down. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2506(ESmain)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$

It’s not just the unthinkable on the macro side, here’s an insight into how global equities are tracking; with a specific focus on global ex-US.While the $S&P 500(.SPX)$ remains below its 200-day moving average, 74% of the countries we track are currently trading *above* their 200dma (see breadth indicator below). And while the S&P500 is still about 9% below its peak, global ex-US equities are within inches of making a new all-time high.Part of this has to do with USD weakness (as the index below shown in US$ terms), but that’s also partly the point. The currency weakness actually reflects the relative macro predicament that the USA finds itself in vs the rest of the world. And with global stocks still trading at a massive discount vs the

$Advanced Micro Devices(AMD)$ just posted solid earnings — and we’re holding steady around $102 after hours.BX flipped 🟢 on April 23, and since then our bot entry at $91.49 is up nearly 9%.I still haven’t averaged down yet…Why? Because the weekly BX flipped green — but we’re still stuck under major resistance. I’m waiting on one final confirmation: a monthly higher low.If we get it, I’ll size in and target $200+ by 2026.For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.

$Hims & Hers Health Inc.(HIMS)$ is up 88% since we called it out in April — and just today it ran 30% intraday.Our entry? Right off the Smart Money Zone at $28–$30.Our target? Still eyeing a gap fill to $57–$60 in the coming weeks.Yes, I’ve started scaling out.No, I’m not upset about it.📉 Expansion like this doesn’t last forever — and we don’t time tops. We trade systems. 👇For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!Find out more here：Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.💰Join the TB Contra Telegr