Yesterday's move is already unwinding, at least in Tim Knight's read. He walks through it: his take that bonds handed back the entire rally overnight, a fifth red bar in a row on the Nasdaq, and a market that at its strongest this week never reached the descending trend line he watches.
Also covered: why he shorts one miners ETF and never the other, the pattern he sees repeating in bitcoin, the small position he put on today, and where implied volatility sits with Nvidia reporting in a week. His views are his own, not tastylive recommendations.
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Chapters
00:00 Reacting to yesterday's move
03:09 Comparing the S&P and Nasdaq
05:05 Nvidia implied move and AI listings
06:22 A detour into Star Trek
08:31 Two miners ETFs compared
10:08 The pattern repe...