Monday, December 1, 2025

Morning Post 12/01/2025 SPX

Good morning STB!

It’s gonna be hard to remain positive this month, but I’m gonna try. So far, I got … nothing, but it’s early. 

Good v evil 

On to the lie - 

Minis off 47. Get by the holiday weekend and poof. Pretty basic stuff. Same issues persist. Carry trade and liquidity are serious threats (among a world of shit raining down rn). Repo market in serious trouble. 6800-6900 top of RS if they can’t ramp it. QE coming. Not so sure about rate cuts. I think they do their best to keep it alive though mid terms. That’ll only make debt more unreasonable. 

“A simple act of kindness always sparks another.”

Have a good week.

GL and GB! 

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