(new market video update)
| | Don Kaufman here. | I just called the end of an era. | "TACO time is officially over," I told my audience yesterday. And if you don't know what that means, you're about to find out why it matters more than any economic report you'll read this week. | TACO = Trump Always Chickens Out. | For months, the market has been playing Lucy and the football with tariff deadlines. | July 9th became August 1st. Everyone assumed more delays, more posturing, more of the same. | They're wrong. | The Brazil situation alone should have you paying attention. They're our second-largest trading partner, and their market is already reacting. Meanwhile, the U.S. market? Acting like nothing's happening. | Here's what's really wild: The VIX is sitting at 16. | SIXTEEN. | With a Trump presidency and tariff deadlines looming, we're pricing volatility like we're in some sleepy summer market. | I can't price volatility at 16 right now. I won't. | That's why I'm doing something most people think is crazy... | I'm loading up on short-duration options while everyone else is playing musical chairs with big tech. | Speaking of musical chairs - that's exactly what's happening right here. One day it's Amazon's turn to pop. Next day it's Meta. Then Broadcom gets its moment. Meanwhile, market internals are absolutely terrible. | The S&P 100 had 92 decliners yesterday morning. Financials are getting crushed at the lower edge of their expected move. Even JP Morgan is struggling going into earnings. | But here's the kicker... | The expected move for next week is only $86. We already moved 50 points in a single session, and they're pricing the entire week at $86? | That's not just wrong. It's dangerous. | • Why the "musical chairs" game in big tech is setting up a massive reversal (and the one sector that's screaming danger right now) | • The bond trade that could become "one of the most advantageous trades of this decade" (I've already started positioning) | • How smart money is reading the Brazil situation while retail investors ignore the obvious warning signs | I've got specific setups I'm watching. Volatility windows that won't stay open forever. And a timing element that most people are completely missing. | WATCH: Why TACO Time Is Over & What It Means for Your Trades | Don't be the person who realizes what happened after it's too late to position for it. | To your success, | Don Kaufman | | | | "I Built Wall Street's Money-Making Algorithms. Here's How They Really Work." | Professor Jeff Bierman is breaking his 20-year silence. | The man who developed the technology behind Wall Street's trading algorithms is finally exposing their secrets. | | | | His "Genesis Cog Scanner" has generated 428% gains by reverse-engineering the same patterns institutions use to steal your money. | This Wednesday at 12 PM ET: Full transparency. Every trade. No holding back. | Click here for all the details | | |
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