$MELI 20251205 1990.0 PUT$ sharing for coins

In a note to clients, $Goldman Sachs(GS)$ said that the $S&P 500(.SPX)$ index falling below an important level has given hedge funds that follow market trends, signal to possibly sell nearly $40 billion worth of stocks in the next week. By next week, it means the week of 24 Nov 2025, as the note (to clients) was sent on Thu, 20 Nov 2025. On Wed, 19 Nov 2025, the S&P 500 (.SPX) index, declined in value past a threshold of 6,725 on Wednesday. It closed the day at 6,642 level. (see below) As of 21 Nov 2025 After prices fell below 6,642, GS's calculations suggest that over the next week, $39 billion of global equities might be sold. If stock prices extend falls, the bank estimates that systematic trend

$CrowdStrike Holdings, Inc.(CRWD)$ $Snowflake(SNOW)$ $Amazon.com(AMZN)$ I’m stepping into this week with conviction because we’re entering a rare alignment. Liquidity is expanding as central banks pivot toward easing, cross-asset flows are rotating into risk, macro data is softening just enough to keep policy accommodative, earnings density across software and semis is the highest of the quarter, sector rotation is accelerating into value and cyclicals, metals continue to rally on sovereign demand and structural supply deficits, and December seasonality is flashing green. When the tape sets up like this, I don’t sit back. I position early. 📊 Market Recap I’m ente

Shall rise a bit more in December..

Market is a roller coaster. Indeed. 

Thanks for sharing and debunking the myths

No shit it won't. What makes u think it will?

Big-Tech’s PerformanceMacro Headlines This Week:Core inflation re-accelerated but with nuanceUS October core PCE rose 2.8% y/y – still above the Fed’s 2% target – yet the month-on-month pace eased. Services inflation, driven partly by surging portfolio-management fees tied to earlier equity gains, was the key driver.Fed policy path remains the biggest wildcardThe US economy shows resilience alongside hidden cracks. Markets are increasingly focused on the $6.7 tn of Treasuries maturing in 2025–2026 (≈25% of the outstanding marketable debt). Combined with potential expansionary fiscal policy under a second Trump administration, deficit concerns are rising. CICC estimates suggest meaningful deficit reduction will be difficult in a “Trump 2.0” scenario. Any shift in Treasury issuance mix could

Short-Term View: A Possible Relief Rebound The sharp sell-off in November, followed by the Fed’s emergency action, suggests that markets were oversold in the near term. Positioning had shifted towards fear, so a short burst of buying is possible. If liquidity expectations improve and investors believe the Fed will end QT smoothly in December, a short-lived “mindless” rally can occur, driven by mechanical flows rather than conviction. Medium-Term View: Decline Likely Not Fully Over Despite the rebound potential, several indicators show the broader correction may not have run its full course. • Valuations remain elevated, especially across megacap tech. • Earnings downgrades are creeping in, yet prices have not adjusted proportionately. • Volatility is rising, a sign that markets are struggl

Market will definitely rebound this Thanksgiving week! Hoping for a merry holidays!🥳

This cold market has to turn around eventually right???

The coming end-of-year is shaping — and the policy moves by the Federal Reserve (Fed) will have important implications for investors. In this article I would like to share how we see it, given what is known now — and what investors might consider doing over the final month of 2025 and early 2026. What the Fed’s move means (ending QT + reinvesting into T-bills) The Fed has announced that starting December 1, it will stop shrinking its balance sheet (i.e. end Quantitative Tightening, QT). Instead of letting assets (Treasuries and mortgage-backed securities, MBS) roll off without replacement, the Fed will reinvest maturing MBS proceeds into short-term Treasury bills (T-bills). Mechanically, that means less downward pressure on liquidity / bank reserves. In effect, money-market liquidity shoul

$MELI 20251205 1990.0 PUT$ rebound is a great way to earn premium if managed to catch the lowest point & sell a put

yes. based on fed decision to cut rate

Market Outlook: Bullish Tilt with Caution The recent 2 percent decline reflects a sentiment reset rather than a structural break. Volatility has risen, but liquidity support remains intact. The Fed’s emergency move last Friday shows policymakers are still highly sensitive to disorderly tightening. If QT indeed ends in December, the liquidity overhang for risk assets improves meaningfully. Will there be a “mindless” rally this week A short rebound is possible because positioning is light and sentiment is fragile. Investors tend to chase when markets flip from fear to relief. However, the durability of such a rally depends on whether macro data confirms softening inflation without a deep growth slowdown. Is this year’s decline over The correction appears more like a pullback within an ongoin

$S&P 500(.SPX)$ Traders are carving up the tape like a holiday turkey – the S&P 500's clawing back from a brutal 2% November nosedive, its ugliest monthly scar since March, amid volatility that's got hearts racing faster than Black Friday shoppers. Citi's wealth gurus are dropping truth bombs, spotting "some room" for the bull to charge amid record inflows from fat-wallet clients pouring $37B+ into equities this year alone. Last Friday's Fed frenzy flipped rate-cut odds to 78%, sparking a green close that erased weekly reds. But here's the platter: Will Thanksgiving week ignite a "mindless" rally, busting the 4-year pattern of holiday humps? With QT slamming shut in December, unleashing liquidity like confetti, is the year's dip toast? Div