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, 4 tweets, 1 min read Read on Twitter
astonishing ... the sharp V-shaped US stock market IR/QT concern sell-off and FED-put just shy of new ATH and their implied vola crushed ... driven by FED just on pause, China PMI crawled to 50.8. Thats all it took.

so,when will Global, EU, China PMI zip to 58-60?
V for FED-data-dependent-Victory

V for Trump/Kudlow pressure Victory

V for US-China-trade-hope-Victory

V for VOMO
if global stocks are rallying so hard , basically implying huge top earnings.. then FF futures should not price in a cut but a hike, 3Ms10Ys yieldcurve should not be inverted or flat either, and Global M.PMI should not be barely above 50
phase 1 : oversold stocks
phase 2 : FED pivot adds momentum
phase 3 : seasonality factor adds momentum
phase 4 : short-cover squeeze
phase 5 : break -out of resistance
phase 6 : better-than exp China PMI
phase 7 : FOMO adds
phase 8 : new ATH break out
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