John Doss CFA, CPA

$SPY $QQQ August 1 is shaping up to be very interesting. Will @realDonaldTrump keep his trade deadline or will he pussy out? TACO isn’t enough. That Mexican President will have more balls…..

$SPY $QQQ the Dutch tulip 🌷 bubble in today’s dollars. A rare tulip would sell for $200,000 in today’s money. Now do Mag 7 or Bitcoin…..DON’T SHORT!

$SPY $QQQ when a cult buys stocks, there is no reason to expect a pullback. Zero risk on volatility short. We may go straight to $SPY $800.

$SPY $QQQ $VXX vol shorts are really pressing into a Fed meeting week…..

$SPY $QQQ Goldman’s 23K algo held 2x so far. Long Qs with a $560 🛑 for the melt-up crowd. $TSLA guidance was miserable. I’m headed to Woodstock.

$SPY $QQQ sold $SPY at $626 on 7/3 and been 🎣. 7/23 $SPY is $633. I was going to buy $DIA today, but the biggest bull on Wall Street @DaveHcontrarian talked me out of it. So we shall see if this market has any pullback. I doubt it.

$SPY $QQQ one reason I’m on the sidelines is $VXX has a 14 day RSI at 29.8. So vol shorts are pressing.

$SPY $QQQ I’ll repost this as David has been right so far. I believe it will take 2026 estimates to reach his targets. I also don’t see lower bond yields (yet). A pullback only happens with an increase in $VIX.

$SPY $QQQ I haven’t made any trades. Quants want today so no reason to be bearish. You do you.

$SPY $QQQ vanilla market observation: a clear rotation to cyclicals. The only problem is if there is no deal with China and EU, this rotation blows up.

$SPY $QQQ if I’m mortgaging my house on earnings, it wouldn’t be on $TSLA or $GOOGL. Price will do whatever.

$SPY $QQQ $XBI biotechs up with Trump focused on drug cost reduction makes no sense. Funds are closing shorts against longs and raising cash imho. 🎣

$SPY $QQQ $NFLX Netflix trades like death. The pattern is funds distributing shares post earnings.

$SPY $QQQ price action: very choppy. It’s all about that 23K NDX algo.

$SPY $QQQ Japan trade deal and China QE are likely to lead to a bid for hard assets. Watch for rotation.

$SPY $QQQ the funny thing about a bubble in asset prices is it leads to INFLATION!

$SPY $QQQ no bearish technicals: to infinity and beyond! Any uptick in $VIX and Bessent runs out saying he’s cured cancer….Hint: they won’t tell you when they plan to sell.

$SPY $QQQ MAGA celebrating paying 15% higher on goods from Japan. I would guess we will see dollar strength on this deal. $VIX is unlikely to move much imho.

$SPY $QQQ big news: I purchased 5 Mitsubishi ductless units on Monday. These units are for my country house and not subject to the 15% tariff.

$SPY $QQQ $SMH $TXN sifting through so many inane fintwit comments. This post about Texas Instruments is truth.