[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kacper Piotr Kaminski [@Kacper_PK_CH](/creator/twitter/Kacper_PK_CH) on x 3022 followers Created: 2025-07-13 17:43:04 UTC Weekly Markets Update – July 14, 2025 p.6 Earnings Season Begins! Chart of the Week – $IWM Stock Market Indices: $SPX / $SPY, $NDX / $QQQ, $RUT / $IWM, $DAX, $FXI, $NKD It’s good that I started this week’s update with an Ed Seykota quote: “It can be very expensive to try to convince the markets you are right.” I think more than a few have tried to fight this trend lately. And yes, they may eventually be right. But shorting the market all the way up is certainly expensive and frustrating. I learned that lesson a long time ago. If something is not working, just get out of the way. In recent years, I’ve taught myself to go with the flow more often. But for me, the best setups are when fundamentals align with technicals - that’s when I go in with size. So where do we stand now? Do markets make sense at these valuations? Certainly not. But every dip, every tariff headline, is being bought immediately. Even the president is openly mocking those who sold stocks back in April, posting memes on social media. With that in mind, can the funniest thing happen and small caps rally here? Trader positioning and trend suggest it might. It certainly makes no sense when looking at the fundamentals, but hey, crazier things have happened. In other news earnings begin with banks and financials this week. We will start to see the first effects of trade and tariff shocks show up in results. The question is, will markets ignore bad earnings? Time will tell. The party goes on until it doesn’t, and when it ends, it could be abrupt. For near-term direction, I am still focused on the volatility suppression theme. Think back to the carry trade unwind last summer, or the wave of optimism earlier this year tied to the new U.S. administration and its business-friendly agenda. We are seeing similar dynamics again. The trend is still upward. So don’t be afraid - just stay aware.  XXXXX engagements  **Related Topics** [qqq](/topic/qqq) [spy](/topic/spy) [spx](/topic/spx) [$nkd](/topic/$nkd) [$fxi](/topic/$fxi) [$dax](/topic/$dax) [$rut](/topic/$rut) [$qqq](/topic/$qqq) [Post Link](https://x.com/Kacper_PK_CH/status/1944452530764656892)
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Kacper Piotr Kaminski @Kacper_PK_CH on x 3022 followers
Created: 2025-07-13 17:43:04 UTC
Weekly Markets Update – July 14, 2025 p.6
Earnings Season Begins!
Chart of the Week – $IWM
Stock Market Indices: $SPX / $SPY, $NDX / $QQQ, $RUT / $IWM, $DAX, $FXI, $NKD
It’s good that I started this week’s update with an Ed Seykota quote:
“It can be very expensive to try to convince the markets you are right.”
I think more than a few have tried to fight this trend lately. And yes, they may eventually be right. But shorting the market all the way up is certainly expensive and frustrating. I learned that lesson a long time ago. If something is not working, just get out of the way.
In recent years, I’ve taught myself to go with the flow more often. But for me, the best setups are when fundamentals align with technicals - that’s when I go in with size.
So where do we stand now? Do markets make sense at these valuations? Certainly not. But every dip, every tariff headline, is being bought immediately. Even the president is openly mocking those who sold stocks back in April, posting memes on social media.
With that in mind, can the funniest thing happen and small caps rally here? Trader positioning and trend suggest it might. It certainly makes no sense when looking at the fundamentals, but hey, crazier things have happened.
In other news earnings begin with banks and financials this week. We will start to see the first effects of trade and tariff shocks show up in results. The question is, will markets ignore bad earnings? Time will tell. The party goes on until it doesn’t, and when it ends, it could be abrupt.
For near-term direction, I am still focused on the volatility suppression theme. Think back to the carry trade unwind last summer, or the wave of optimism earlier this year tied to the new U.S. administration and its business-friendly agenda. We are seeing similar dynamics again.
The trend is still upward. So don’t be afraid - just stay aware.
XXXXX engagements
