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![SethCL Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::568403097.png) Seth Golden [@SethCL](/creator/twitter/SethCL) on x 56.2K followers
Created: 2025-06-02 17:38:26 UTC

As a reminder, some of us were NOT SURPRISED by 1H 2025 terrible performance. 

This was not the only variable contributing to our 2025 modeled outlook, but it was a big piece of the puzzle. 

No recession, no small-cap outperformance. 

$SPX $ES_F $SPY $QQQ $IWM $NYA $VIX $NVDA


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1929593462749311173/c:line.svg)

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[stocks](/topic/stocks)

[Post Link](https://x.com/SethCL/status/1929593462749311173)