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月老

79.0k followers · 2 opinions

▲Bullish100%

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Uncle_FaGeRate Of ReturnTotal AssetsOct 18, 2026 at 04:39 AM
Kevin Warsh is the new Allen Greenspan. I believe the market will be bullish but AI stocks will no longer pump again like we used to see. We will probably see capital rotation but not in the 5 categories listed above. I would like to come up with my new category which is Pharma stocks. AI Will greatly benefit these industries next as it’s implications are vast
C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
T
trade carefully Oct 17, 2026 at 03:22 PM
like like like
C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
N
NewUser_ThinkSwimOct 17, 2026 at 03:08 PM
Hold or not to hold sometime it is difficult to know which is the correct answer. As depending on particular stock you will never know if it will rise back to the price you have paid for to even breakeven. Not holding is for you to live to see another day whereas holding is better when it is those general s&p 500 etf like qqqm or schd where you know no matter what they will automatically rectify if the companies are not up to standard. Holding is betting they will profit or have high positive cashflow 5 to 10 years in the future.
C
Captain Leo
Featured⭐️ Community Spotlight | MAS Held. Nobody Relaxed.
Every economist expected MAS to tighten on Tuesday. It held — and the banks fell anyway, CoreWeave’s bonds slid to a 15% yield, TSMC printed a record quarter and still sold off, and one member explained why he closed a position that wasn’t broken.
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ValenxisTotal AssetsRate Of ReturnOct 17, 2026 at 06:40 AM
lets wait and see
C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
A
AllyBroadcomOct 17, 2026 at 04:56 AM
Interesting take that bitcoin now moves with interest rates. I’d need to look into it abit more, but if that’s the case it’ll be a great hedge and a good buy to diversify my portfolio
C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
T
TheRate Of ReturnOct 17, 2026 at 04:27 AM
From hike to fall, long-end Treasury yield fell. Even bond yields also fall. Glad for Warsh to cool and revive the AI optimism.
For the five opportunities for capital rotation, I don’t have preference due to every company have their own focus areas, strengths and weaknesses, and even more or slight or abilities.
C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
W
Wisely9Oct 17, 2026 at 02:16 AM
Prices don’t go up in a straight line, stick with high quality companies. If really must choose one, mags , buy and hold long term.
C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
L
LongDaddyOct 17, 2026 at 01:17 AM
good
C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
P
PinkySheepyCommemorativeRate Of ReturnOct 17, 2026 at 01:13 AM
Kevin Warsh's dovish comments on AI reduced the likelihood of an October rate hike to under 15%. This shift, along with falling Treasury yields, sparked a capital rotation into small caps and specific sectors like consumer discretionary, easing pressure on megacap stocks.
C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
J
JacesApple Return RateTotal AssetsOct 17, 2026 at 12:03 AM
Warsh is another crown with Trump. whenever one of them talks, it will never helps but pushed the prices and markets even lower
C
Captain's Compass
🎁[Reward] Warsh’s AI Optimism Cools Hike Bets as Falling Yields Revive Theme Trades
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...