Tony Greer

Today JJ @Alyosha745 and I went over our chops for TG Macro Conference II. It’s only 103 days away. Make sure you’re set to join us ALL in Nashville. @maggielake @crossbordercap @DavidBCollum @ttmygh @dailydirtnap @CultishCreative @PauloMacro @DoombergT tgmacro.com/conference/

Wild to watch the semiconductor sector TOTALLY separate itself from the $NVDA story - this is how stocks REALLY fall out of favor after being teflon for half a decade.

This isn’t “HOT” inflation.
Oil and diesel are falling.
BTFD in bonds. $TLT

So we’re gonna bet that Trump walks in after a Blue Wave in the midterms - and THEN instantly ends the Iran War (that he once promised he’d never start)?
$USO

And how negative is it for $NVDA that it’s still falling while being mass memed? Sentiment experts catch my drift.