Tim Knight has one word for this tape: relentless. The Nasdaq up nearly 900 points, the S&P a fraction from lifetime highs, and in his read no catalyst behind it beyond more buyers than sellers. He walks the broad indexes pushing to new ground, the leveraged inverse ETFs getting laid to waste at fresh lifetime lows, and why he trimmed his short book to a light footprint with just one large position left on a tight stop.
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Chapters
00:00 A relentless rally, no cause
01:30 The inverse ETFs wiped out
03:50 Why crude is finally cooling
05:10 Crypto rips while precious sinks
08:10 MicroStrategy and Ethereum run
09:30 AMD and ARM at lifetime highs
11:10 The Greenland penny stocks
12:10 Healthcare, the one soft spot
14:10 SpaceX and Tesla stall
16:00 Stor...