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Well folks, here we are again. Just as the financial peanut gallery throws caution to the wind chasing parabolics and meme stocks with all the discipline of a sugar-crazed toddler in a candy store, the macro backdrop couldn’t be any more dangerous. War is on the horizon. Lockdown ends Monday. The party’s over, and the market doesn’t even know it’s drunk.

You’ve got these money managers chasing Palantir (PLTR) like it’s the next Tesla (TSLA), scooping up Uber (UBER) and Roblox (RBLX) like it’s Halloween and they’re trick-or-treating for alpha. But the reality? They were three weeks from flipping burgers, and now they’re chasing calls on a Friday like it’s a renaissance. Wake up. This is all smoke and mirrors—algorithms greasing the wheels of career desperation.

Let me be clear: this market is throwing caution to the wind. That’s your theme. It's in every ticker that’s trading 200 times earnings. It’s in the IPOs popping 300% before the company can even define revenue. You think I’m exaggerating? Circle just hit the tape with a PE over 2,000. And the kicker? Nobody knows what the hell they do. 

That’s not investing. That’s financial pornography...

Meanwhile, the real macro is about to drop the hammer. War isn’t just saber-rattling headlines on Bloomberg. It’s GDP erosion, inflation acceleration, and a global trade migraine. It’s your Airbnb crashing while Meta (META) runs—not because Zuckerberg is a genius, but because fear sells clicks. That’s your first clue. Algorithms know this. Most investors don’t.

We’re headed for a correction, and not a gentle one. A five, six-hundred-point leg down would be a blessing. And when that hits, watch the Fed come in and do their dance—cut rates just to stabilize the facade. I call it Federal Express. Not the company, the rate cut. It’ll be fast, shallow, and probably too late.

Now listen, if you’re not a professional, get out of the parabolics now. Roblox doesn’t make money. Dash (DASH) doesn’t make money. I buy stocks that print cash. That’s why I’m watching FedEx (FDX). It’s not sexy, it’s not viral—but it’s getting stupid cheap. And when the PE drops below 10, the institutions will scoop it. They always do.

But right now? Don’t short it. Don’t buy it. It’s a logistical nightmare, broken in every sense. Wait for the chart to speak. Timing is everything in this game. Shorts work when the charts roll over, not while the junk is still floating on algorithm fumes.

Here’s your playbook: short inflated retail and logistics ahead of war. Watch the defense contractors—Lockheed (LMT), Northrop (NOC), Raytheon (RTX)—they’re your lifeboats. IPOs? Avoid them like radioactive waste. And above all else, remember: when the market throws caution to the wind, you hedge. You protect. Because pain is coming, and it doesn’t send a warning email.

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