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Thursday, July 10, 2025

Sell in July, now or later?

The story is AI is driving us into the future. I am seeing a surge of AI announcing LLM advancement peaked.  Assuming this is true, the AI bubble is about to pop, and with it the market.

Bravos Research has been a solid bull for quite a while, he decided to sell everything yesterday.

 

 30+ year trader, who is pro-Trump, and pro-market is turning bear

   

 A balanced trader is getting bearish, just not quite there yet.  Institutional selling is massive.  Corporations and citizens are stock market buyers.

 

1 comment:

  1. welcome, you have been shorting the market since Easter and as far as I remember your plan was to go long if SPY breaks 600. Now you are pushing again the short side ? Why ? And the Bob Kendall reference is a joke, I have seen a few of his videos - some MAGA hat dude who had refused to acknowledge the bull market until June, he was predicting sub 4000 on SPX and recession in Q3 and Q4

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