Episode Details

The Strong Data Is A Mirage | Weekly Roundup
5/2/2025
Forward Guidance β†—

Key Insights

Bullish:

  • 🟒 $VOL - Poor liquidity conditions in ES Futures suggest increased market volatility, potentially creating opportunities for volatility-based trades.
    • β€œES Futures liquidity right now, and it's it's horrendous. It's it's just it it hasn't recovered at all.” - Felix (46:25)

Bearish:

  • πŸ”» $SPX - πŸ”’
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  • πŸ”» $BONDS - πŸ”’
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  • πŸ”» $HOUSING - πŸ”’
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  • πŸ”» $MSTR - πŸ”’
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