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"This feels like the beginning of the pandemic (the early days, when we were told to drink bleach), except we are deliberately walking into the Wuhan lab and injecting ourselves with the virus." @vitaliyk 4/5/2025
FZucchi ๐ฎ๐น๐๐ฝ๐ข retweeted
* Goldmanโs Molavi Says 60% of S&P 500 Is in Bear Market Territory
@business
bloomberg.com/news/articles/โฆ
This is a very textbook phenomenon in the market called โrotation out of all the names you specifically own and into names you donโtโ. This happens when all the market participants have a meeting you arenโt invited to and decide they hate you.
FZucchi ๐ฎ๐น๐๐ฝ๐ข retweeted
42 S&P 500 stocks hit new 52-week highs today. 5 hit new lows.
Must say that reading on US media whatโs supposedly happening in Italy - especially in the center of Rome where Iโm right now - is pretty funny. And the narrative around it, pure fantasy
FZucchi ๐ฎ๐น๐๐ฝ๐ข retweeted
It would appear that crypto and "vanishing" have a longer correlation than people think.
โHow More Than $1 Trillion of Crypto Vanished in Just Six Monthsโ
@WSJ
wsj.com/articles/how-more-thโฆ
FZucchi ๐ฎ๐น๐๐ฝ๐ข retweeted
Objectively remarkable chart. Even chips from 2020 are still seeing their rental value increase.
FZucchi ๐ฎ๐น๐๐ฝ๐ข retweeted
Elections pass, vol usually drops. Easy trade.
Except Brent Kochuba of @spotgamma says this isnโt a normal environment. Oil is creeping back toward the yearโs highs, and that bid energy complex is a problem for rates.
โItโs as clear as mud. Every time you think you see the trend break out, it just breaks.โ
FZucchi ๐ฎ๐น๐๐ฝ๐ข retweeted
And to the maga nasties out here who are suggesting I am not an American since I also have a Czech citizenship and therefore I voted illegally here in Florida. I got news for you. Melania trump is also a dual citizen- of US and Slovenia.
So yes-
I can vote, I have voted and will be voting democratic as long the GOP remains a party of pedophile and rapist protectors. Among other things.
FZucchi ๐ฎ๐น๐๐ฝ๐ข retweeted
If $QQQ breaks 700, @Chartfest1 thinks the mood could flip from disbelief to โoh my Godโ fast.
The twist? She says fast panic might be the good news. A lot of stocks are already beaten up, and fear isnโt starting from zero.
If $GOOGL stk recovers to at least $355 by May '29, the 6.25% mandatorily convertible Pfd of '29 (looking ~ $43 per-mkt) wud have a total return of approx. 35% over 2 1/2 yrs
FZucchi ๐ฎ๐น๐๐ฝ๐ข retweeted
$STX โ Post-Earnings Update | Oct 28, 2026
Seagate reported Q1 FY2027 last night, with EPS consensus around $7.19 and revenue forecast of $4.07B, following a strong track record of beatsโfour consecutive quarters of double-digit EPS surprises ranging from +13% to +19%.
The EPS overhang is now out of the way โ
, and todayโs volume candle shows conviction.
That would be a lot...and welcome if prices hold. The avg. Nov issuance since 2013 has been $145b but that INCLUDES high yield. $SPY $QQQ $IWM























