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so is the market just waiting for the fed meeting next week to buy the dip?
Investor summaryBullish
Author suggests the market is waiting for next week's Fed meeting to leverage up for the next leg, dismissing war and rate hike fears.
Bull points
- The AI rally has easily crushed FUD related to the Iran war and energy prices.
- The market is expected to leverage up for the next leg up after the Fed meeting.
降息与宏观AI 资本开支
Post body
I mean to say, the ai rally curbstomped any FUD related to the Iran war and energy prices, so it's not like this selloff could possibly be related to energy/war
and, to add to that, we all know warsh is a total dove, and is willing to do whatever trump wants, so we all know he's gonna say some bs that nobody understands which intutively means he's just bullshitting everyone and at most there will only be one rate hike (which was priced in during the rally as well)
so what the fuck, are we just waiting for the meeting essentially for the trump & friends to lever up for the next leg?
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