All the gains in US stocks before November are just a dead cat bounce.


There’s a spooky story on Polymarket:
that Trump loses both houses—
the House is definitely going to lose, and it’s inevitable that Congress will be split.
The probability of the Senate losing is currently rising.
It’s already a 50/50 coin flip.
It’s over—everything is over.
Reprice and update again the odds of further rate hikes—70%+.
That’s all I can say—it feels great.
I’ve already lost; I sleep better than I have recently.
After losing, watching the charts all night before had me unable to sleep.
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