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I've shared this countless times and it continues to ring true: We are in the same setup as 2019/2020
We just underwent rate cuts + trade war escalation all while China, the US and Japan are pummeling markets with liquidity.
People keep asking where the money will come from, and what catalyst there is. It's the same as in 2019/2020, once a trade war agreement happens the market will rip. Trump has a meeting w Xi soon and a Nov 2nd tariff deadline, that announcement could come within weeks and would be the orange bar on my chart: a soft agreement.
The market is suppressed only by uncertainty... over trade, tariffs and a 15% chance of recession. Once that passes we will be unleashed. It may take 3-4 months like it did in 2019/2020 after the soft agreement, but this train has just started imo.

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