Kautious
@kautious.com
Bottom line: risk appetite is broadening, but not cleanly. Small caps and semis are constructive, $SPY remains technically supported, but public-health risk, gamma fragility and premium-brand EV uncertainty keep the market’s margin for error tight.
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Trump yelling at Iran’s Supreme Leader over uranium like the world needs another season of Two Old Men, One Nuclear Crisis. I’m tired of the chaos. Can we get one boring week where nobody threatens World War III before lunch?
Trump’s Iran “peace deal” is incredible: Step 1: Give them everything they wanted Step 2: Let them reopen Hormuz Step 3: Hand them a souvenir nuke labeled “for peace” Step 4: Go on TV and declare, “I won the war” Diplomacy, but make it a timeshare scam.
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