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@14_capital "QT ending marks the trough for the liquidity vaccum. Usually some sort of QE follows. IMO this is a major macro event that could drive the next leg up in equities. Although everything you wrote is XXX% true I have to believe most of it is priced in to a certain extent. But there are no signs of an imminent reversal in this mkt The black swan event IMO is a double whammy of : 1)Wave of AI induced job losses (similar to the annoucement by $AMZN ) & 2) AI induced inflation thru sky rocketing power/energy bills. Reminiscent of the 1970s-80s oil shocks (less extreme but still damaging). Again I"
X Link @14_capital 2025-11-01T21:04Z XXX followers, XXX engagements

"3/4 #POTUS @realDonaldTrump and @SecScottBessent are pushing for lower rates. They are using the tariffs tactically to not impact the bond market in a very negative way. Furthermore inflationary fears from tariffs are easing so is tariff frictions with China. This setup paves the way for a sustained move lower for US yields. Not saying the $10y will crater to X% but there could be some downward pressure in the coming weeks"
X Link @14_capital 2025-10-27T23:46Z XXX followers, XX engagements

"4/4 The chart setup on $TLT is compelling; -TLT broke above its 50W MA recently. This is only the 2nd time in X years. The 50W has been acting as a ceiling for this period (minus those X instances) -Last time TLT broke above its 50W MA it touched $XXX -This $XXX is very attractive at this time as it coincides with the 200W MA also. If this unfolds as expected I would start taking profits around $XX just in case -A base is forming since May 2025 with higher lows. Always a good sign -RSI is flashing positive momentum since Jan 2025 with higher lows also"
X Link @14_capital 2025-10-27T23:52Z XXX followers, XXX engagements

"@KobeissiLetter The FED about to get more dovish than expectations Mkt pricing in the FFR @ X% by 2026 YE. Which is close to neutral. With these job cuts they might need to go below neutral. XXX% FFR is not out of sight. Add a quicker than expected pivot to QE and yields could drop more $TLT"
X Link @14_capital 2025-10-28T16:38Z XXX followers, 7344 engagements

"@zerohedge The biggest swing factor today will be FED's messaging on QT. The mkt is anticipating a tapering of QT but we might get a surprise. $TLT risk/reward looking attractive 👇"
X Link @14_capital 2025-10-29T14:40Z XXX followers, 1571 engagements

"@StockSavvyShay It does. But it seems it was already baked in in US Yields as they are up right now; classic buy the rumor sell the news. Despite that I am still bullish on $TLT. Several factors brewing could push yields lower 👇"
X Link @14_capital 2025-10-29T18:20Z XXX followers, 10.5K engagements

"@zerohedge Hmm would that be perceived negatively by bonds It feels like markets started to like tariffs lately as a small way to narrow the deficit. Isn't much of a fix but better than nothing I guess. $TLT"
X Link @14_capital 2025-10-30T11:54Z XXX followers, XXX engagements

"@zerohedge Let's see what the bond guys think about $META when they issue these. I have a sense the credit spreads would not be as tight as we think they will. Zuck is kind of going YOLO mode with his AI Spending. Only time will tell if his trade will payoff"
X Link @14_capital 2025-10-30T15:49Z XXX followers, XXX engagements

"@charliebilello @finkd Zuckerberg is doing a YOLO trade on the AI Spending. Time will tell if it will end up paying off. For now he's in a drawdown"
X Link @14_capital 2025-10-30T16:04Z XXX followers, XXX engagements

"@Coffee__Capital These beaten down stocks on AI fears are starting to get really interesting. Some might actually benefit from the AI theme if they play their cards right. Add on that a potential risk-on to risk-off rotation and these stocks could catch a bid. Watching $ADBE $TRI on my end"
X Link @14_capital 2025-10-30T16:13Z XXX followers, XXX engagements

"An interesting chart on #GOLD 👇 $GLD $XAUUSD $GOLD #GOLD $DXY"
X Link @14_capital 2025-10-31T11:54Z XXX followers, XXX engagements

"@market_sleuth Nothing can't be solved with ice cream huh 😂"
X Link @14_capital 2025-10-31T13:29Z XXX followers, XXX engagements

"@Mr_Derivatives Hmmm $ROKU . Look at that base for almost 2y. Some improving sentiment here for sure broke out of the 200W MA too in Aug. But look at their EPS trend pretty much flat lined since X years. Would love to see momentum in earnings a bit stronger for the next few quarters"
X Link @14_capital 2025-10-31T14:28Z XXX followers, XXX engagements

"@infraa_ Is that just caused by month-end liquidity needs you think If it proves to be actual liquidity stress the FED will have to do some sort of QE (they might not call it QE per se but it will be the same). In this case very bullish $TLT . We'll have more clarity next week"
X Link @14_capital 2025-10-31T18:15Z XXX followers, XXX engagements

"@The_Prophet_ Another beneficiary of that dynamic is $TLT"
X Link @14_capital 2025-11-01T12:46Z XXX followers, XXX engagements

"@Mr_Derivatives If this shutdown somehow leads to permanent government layoffs markets will eventually turn negative. For now #Trump is being legally challenged on this but if his admin manages to push it through its definitely something to keep an eye on"
X Link @14_capital 2025-11-01T14:43Z XXX followers, XXX engagements

"@zerohedge Let's see if after oct31 there is still pressure in the repo mkt (there is always pressure in month ends). if Monday = repo mkt still pressured then $TLT is a buy imo"
X Link @14_capital 2025-10-31T13:23Z XXX followers, 1919 engagements

"@zerohedge They say the bond folks are smarter than the equities folks. At least both are agreeing in this case on $META"
X Link @14_capital 2025-10-31T17:10Z XXX followers, 1509 engagements

"High Beta vs High Quality spread is nearing the top of its 14y range. RSI isnt overbought yet but getting close. The rally in High Beta has been parabolic. Calling a reversal now is tricky but the longer it lasts the likelier a shift back toward Quality becomes. $SPY $QQQ $SMH"
X Link @14_capital 2025-11-01T17:02Z XXX followers, XX engagements

"@YahooFinance Agreed.A combo of tech stocks Tier2 AI beneficiaries (power gen industrials supplying the data center buildout) + Medtech stocks (think $TMO $MDT) and Biopharma stocks (think $GILD $ABBV) sounds like a reasonable barbell approach for portfolios. All have AI benefits somewhat"
X Link @14_capital 2025-10-31T13:27Z XXX followers, XXX engagements

"$AR We don't like to bottom fish usually. But for commodities like NatGas sometimes there are some verryyy interesting 🐠 deep down in the sea. $AR sitting right on the 200W MA. This merits a deeper look #OOTT"
X Link @14_capital 2025-10-31T15:07Z XXX followers, 1063 engagements

"@KobeissiLetter HVAC plays like $TT who have exposure to residential could inflect here. Although their growth is driven by data centers but mkt seems focused on the resi exposure. Merits a deeper dive"
X Link @14_capital 2025-10-31T20:07Z XXX followers, XXX engagements

"The one time charge is a non event and I'm not talking about it. $META guided for higher OPEX and CAPEX for 2026. OPEX growth will outpace Sales growth. And their other AI division named Reality Labs is bleeding money for now. Their huge AI spend is spooking investors. If you spend 500b in X yrs to unlock an incremental 50b in revs not that worth it (just an example here). They're burning through their FCF and they're even taking debt to finance their spend. I am not saying they screwed up. This might very well payoff and time will tell. I actually think it will payoff. But for now the"
X Link @14_capital 2025-10-31T23:31Z XXX followers, XXX engagements

"@briefing_block_ @zerohedge $NG NatGas prices firming up and just broke above the 200weeks MA but NatGas exposed stocks like $AR at a bottom of a trading range. Perhaps an interesting trade here 🤔"
X Link @14_capital 2025-10-31T15:01Z XXX followers, 1522 engagements

"@Mr_Derivatives Probably going to kiss it because of the Venezuela situation and middle east still simmering despite the ceasefire. $VIX . But I would say it won't stop the bull train in a meaningful way. Temporary stuff only"
X Link @14_capital 2025-10-31T16:57Z XXX followers, XXX engagements

"@SonOfSilvercon @KobeissiLetter $UUUU $OKLO"
X Link @14_capital 2025-10-31T17:54Z XXX followers, XXX engagements

"@zerohedge If this turns out to be not caused by month end liquidity needs (i.e there is real liquidity stress out there) QE (or wtv the FED will do that will be similar to QE) will be bullish $TLT . We'll have more clarity next week. Please keep posting about it"
X Link @14_capital 2025-10-31T18:11Z XXX followers, 3831 engagements

"@KobeissiLetter In 1992 former Chinese president Deng Xiaoping said: The Middle East has oil China has rare earths drawing a direct strategic comparison between the role of oil for Middle Eastern economies and rare earth elements for Chinas economic and geopolitical leverage"
X Link @14_capital 2025-10-31T23:12Z XXX followers, XXX engagements

"@KobeissiLetter Fed injecting liquidity = debasement = bullish $GLD bearish $DXY & bullish $TLT The end of QT signals the trough in the liquidity vaccum. Some sort of QE will have to follow"
X Link @14_capital 2025-11-01T17:37Z XXX followers, XXX engagements

"@investigato89 @Barchart The scope might look big in absolute numbers. But relatively speaking it might be within acceptable bounds. This could be preemptive as the Fed does learn from its mistakes sometimes. The next weeks will confirm if it's structural stress or risk mgmnt. Consequential for $TLT $GLD"
X Link @14_capital 2025-11-01T20:26Z XXX followers, XXX engagements

"2/9 FED TAKEAWAYS: Poured cold water on a Dec cut being a certainty odds of a cut dropped from XX% to XX% Clear division among members; dissent from both sides QT ends Dec X (markets hoped for sooner) Gov shutdown risk adds more uncertainty Powell voiced concern on layoffs ($AMZN $GM $UPS $AMAT) watching if its a trend Net: it was a hawkish cut yields $TLT $DXY"
X Link @14_capital 2025-10-30T11:43Z XXX followers, XX engagements

"3/9 EARNINGS TAKEAWAYS: $META $GOOGL and $MSFT together spent $78B in CAPEX up XX% YoY. Thats massive but markets are no longer impressed by spending alone"
X Link @14_capital 2025-10-30T11:43Z XXX followers, XX engagements

"@KobeissiLetter $CMG dropped the ball tbh they can blame the consumer and it could partially be to blame but the issues are beyond consumer weakness. They should have provided more clarity lots of open questions"
X Link @14_capital 2025-10-30T18:49Z XXX followers, 1345 engagements

"@Mayhem4Markets These beaten down stocks caused by 'AI disruptions to biz model' are becoming interesting risk/reward wise. If they play their cards right AI could be a tailwind for them. $ADBE is struggling now but I wouldn't count them out yet. Mgmnt need to act quick crucial days ahead"
X Link @14_capital 2025-10-31T15:36Z XXX followers, XXX engagements

"@KobeissiLetter The top XX% of earner in the US are keeping the economy afloat. They're able to do it because of the wealth effect from the stock mkt bull run driven by AI mania. Which is in turn allowing companies to build AI infra that is driving the bulk of GDP growth. Circular economy much"
X Link @14_capital 2025-10-31T18:06Z XXX followers, 2263 engagements

"This is also a reflection of European car automakers falling behind in terms of mkt share and attractivness relative to their Chinese counterparts. The BMWs/Mercedes/VW and others will need to reinvent themselves somewhat to catch up. Not only are they outclassed in China but they are also losing grip in their respective domestic market"
X Link @14_capital 2025-11-02T13:48Z XXX followers, XXX engagements

"@BobEUnlimited @charliebilello Demand for $AMZNs AWS is set to explode as AI seeps into daily life. Recent outages already show infra strain. The big question is $META Zuckerberg going all-in on CAPEX but without a cloud biz like AWS to soak up capacity he must prove itll generate real high-ROI use"
X Link @14_capital 2025-11-02T16:44Z XXX followers, XXX engagements