[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 3121 followers Created: 2025-07-20 13:17:17 UTC Weekly Markets Update – July 14, 2025 – Part X Highlight – $IWM Potential Trade: • Long $IWM for a squeeze So, could the funniest thing happen and small caps actually rally here? Based on trader positioning and the trend, they just might. Remember XX% squeeze exactly one year ago in July 2024? We have almost identical setup right now. I'll certainly not miss it. Fundamentally, it makes no sense, but hey, crazier things have happened. Stock Market Indices $SPX / $SPY, $NDX / $QQQ, $RUT / $IWM, $DAX, $FXI, $NKD U.S. equities are outperforming again, at least compared to other developed markets. We are seeing a bit of a pause in Europe, and upcoming tariff negotiations will likely influence the next direction. Almost everyone assumes there will be no retaliation, which is possible, but if there is, that is definitely not priced in. Meanwhile, emerging markets are showing renewed strength, with China leading the way. Earnings season continues, and we are starting to see the first signs of trade and tariff shocks in company results. For now, the market is ignoring it. Every dip keeps getting bought. The party goes on until it doesn’t, and when it stops, it could happen fast. In the near term, I am still watching the volatility suppression. Think back to the carry trade unwind last summer, or the wave of optimism earlier this year tied to the new U.S. administration and its business-friendly agenda. We are seeing similar patterns again. The Nasdaq looks especially stretched right now based on trader positioning. But hey, the trend is still up. No need to be afraid, just stay alert.  XXX engagements  **Related Topics** [trader](/topic/trader) [caps](/topic/caps) [$iwm](/topic/$iwm) [Post Link](https://x.com/Kacper_PK_CH/status/1946922360226873609)
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Kacper Piotr Kaminski @Kacper_PK_CH on x 3121 followers
Created: 2025-07-20 13:17:17 UTC
Weekly Markets Update – July 14, 2025 – Part X
Highlight – $IWM
Potential Trade: • Long $IWM for a squeeze
So, could the funniest thing happen and small caps actually rally here? Based on trader positioning and the trend, they just might. Remember XX% squeeze exactly one year ago in July 2024? We have almost identical setup right now. I'll certainly not miss it. Fundamentally, it makes no sense, but hey, crazier things have happened.
Stock Market Indices $SPX / $SPY, $NDX / $QQQ, $RUT / $IWM, $DAX, $FXI, $NKD
U.S. equities are outperforming again, at least compared to other developed markets. We are seeing a bit of a pause in Europe, and upcoming tariff negotiations will likely influence the next direction. Almost everyone assumes there will be no retaliation, which is possible, but if there is, that is definitely not priced in. Meanwhile, emerging markets are showing renewed strength, with China leading the way.
Earnings season continues, and we are starting to see the first signs of trade and tariff shocks in company results. For now, the market is ignoring it. Every dip keeps getting bought. The party goes on until it doesn’t, and when it stops, it could happen fast.
In the near term, I am still watching the volatility suppression. 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 patterns again. The Nasdaq looks especially stretched right now based on trader positioning. But hey, the trend is still up. No need to be afraid, just stay alert.
XXX engagements
