BID/ASK

NO BLACK MONDAY, BUT THE CREDIT MARKET IS FLASHING RED. CRWV CDS AT RECORD 1,194 BPS, ORCL ONE NOTCH FROM JUNK, THE FORCE MAJEURE CRACK IN AI BACKLOGS, AND THE NVIDIA OPENAI ORACLE CIRCLE TRADE. CREDIT LEADS, EQUITY FOLLOWS.

Welcome:1:00 Anthropic Statement by Dario. What did he say and why does it matter? What could be the reason behind the statement and the timing of it?21:00 - Clarity Act: What is a procedural vote and why does it matter? What happens next and what stocks are we watching to take advantage of this27:00 - CRCL - Why does CRCL benefit and what is backing CRCL's stablecoins?28:00 - When TLT tipped it's hand for an amazing SPX day trade37:40 - BOJ rate decision, do we finally get a hike and 39:00 - FOMC and Bessent - The long and the short end of the rateshttps://substack.com/@therealnasa00

Seasonality , Fomc , and The Bessent put recap.

BESSENT SANCTIONS, JENSEN SWEATS, WARSH LURKS WHAT TO EXPECT THIS WEEK IN THE MARKETS....

SITUATIONAL AWARENESS WENT FROM 45 BILLION TO 10 BILLION ON 400 PERCENT LEVERAGE, AND GRIFFIN'S CITADEL TOOK THE BOOK AT A DISCOUNT. CRAMER CALLS IT A CLEARING EVENT, AND THE TAPE AGREES. THE MARKET RIPPED STRAIGHT OFF THE FORCED SELLING INTO FRESH RECORD HIGHS.THEN THE OTHER SHOE. SPCX LOCKUP CRACKS OPEN AUGUST 6, DUMPING 911 MILLION SHARES WORTH 123 BILLION INTO THE FLOAT.WAS THAT THE BOTTOM OR THE FIRST BODY OUT THE DOOR. LETS GET INTO IT.