Can't overrule the politicization of the FED and the rigging of the numbers. If CPI comes in 3.3 or lower the FED will cut rates.

I've also seen darkpool prints for TMF 3xTLT.
Here's an insurance play if the FED cuts rates: August 75 calls for TMF are .15. That's a return of 15-20x!! While waiting for the market to shake out.

Then I'd run into metals and miners...
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Dark Pool activity: x.com/VolumeLeaders/status/1800592661587341364
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If Trump gets in, we'll go to a gold standard which means rate hikes until it all blows up. This will destroy bonds...
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If the fed cuts rates tomorrow. The Hunter Biden felony story disappears...
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Breaking
FOMC. No rate cut.
Cuts pushed back.
Expecting an increase in the PCE core rate.
Wow. Very hawkish statement
Fed expects only 1 rate cut in 2024 plus they warned of elevated rates in 2025.
Rug pull
x.com/StealthQE4

"Four Fed officials see no rate cuts this year, up from two officials in the March projections
Seven see one cut, while eight see two cuts.
This means a narrow majority sees no more than one cut this year as a base-case."
FED BOI Nick Timaraos
x.com/NickTimiraos/status/1800952380336300504

TRANSLATION: DOLLAR UP, METALS, MINERS, MARKETS AND BONDS DOWN.
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This insurance play will still be useful later. I'd get out and redo this after the chaos in the summer and the FED has to do an emergency rate cut of .50. Right after July expiration should be good to get this going...
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x.com/VolumeLeaders/status/1801254346899771449

Back story on the dark pools for this one. Someone is loading up on these...
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x.com/Analyst_G/status/1801625075025907941

The path forward
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TLT will go down, consolidate next week and then blast off...
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Major darkpool buying of TLT. It's about to move!
x.com/VolumeLeaders/status/1805298850292453776
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Buy September #130 calls for TLT for $5 or less!


NOT FINANCIAL ADVICE
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Buy September 122 calls for $5.
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x.com/Analyst_G/status/1805328766631100862

Rotation into TLT from SPY happening...
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x.com/TarzannVI/status/1804701962405069267

That would be 14,000% ROI!!
August 90 calls are $5...
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TMF is about to launch next week! Buy your calls now, will update at the end of the week with some ideas!
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It looks like the FED is being more hawkish which means the minutes will be hawkish which might prompt the meltdown, which'll push bonds up. Then the FED will decide to cut at the end of July, which'll cause stocks to whipsaw down and then up even harder like they did during COVID March 2020. That's the plan Jan...
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