The Market Is Splitting In Two — How Do We Navigate it?
This week, we discuss why the market is splitting in two and how to navigate the dispersion regime. We deep dive into rally warning signs and alt season at the top, the memory supercycle and the DRAM leading indicator, the Saylor unwind and the tax-loss harvesting trade, the pair trade playbook, why you should delete the word "crypto" and apply your skills to equities, Jonah's leading indicator framework for the AI bubble, the hawkish Warsh trade, and the resurfacing Iran/Hormuz tail risk. Enjoy!--Follow Avi: https://x.com/AviFelmanFollow Jonah: https://x.com/jvb_xyzFollow 1000x…
The skinny
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