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☕️ GM Munchers! Traders are like husbands—we never admit we’re wrong, we just 're-evaluate our thesis.' Speaking of re-evaluating, let’s break down what’s really moving the markets today.

On today’s menu:

• 📉 Credit Downgrade. Burry Panic. Bond Market in Flames.

• 📈 Bitcoin Surged While Wall Street Slept

• 🇦🇺 AUD/USD: The Ultimate “Hurry Up and Wait” Trade

• ❌ This Prop Firm Rule Is A SCAM

• 🇨🇦 Canadian Real Estate Is Dropping

Friday’s numbers:

BREAKING NEWS

📉 Credit Downgrade. Burry Panic. Bond Market in Flames.

What do you get when you mix Moody’s, Burry and bond yieldS?

An economy on edge, a market full of mixed signals, and me refreshing my charts so often my wife thinks I’m texting someone else. Let’s break it down.

🔻 Moody’s Downgrades U.S. Debt

The U.S. just lost its last perfect credit score as Moody’s downgraded it from AAA to Aa1.

Why?

Years of ballooning deficits, rising interest payments, and zero signs of Washington tightening its belt.

Translation: The U.S. went from “honor roll” to “needs improvement” because the government keeps racking up debt like a college kid with a new credit card.

The White House clapped back, blaming the “fiscal disaster” of the last four years and saying it’s focused on “fixing Biden’s mess.” Moody’s, for their part, thinks debt could hit 134% of GDP by 2035.

That’s not a typo. ❌ 

Why it matters:

• Lower ratings = higher borrowing costs = less room for economic stimulus

• Foreign investors might lose faith in Treasuries

• Risk-off sentiment could creep in if the dollar weakens further

🐻 Michael Burry Goes Full Doomsday Mode

The Big Short legend just dropped a portfolio bomb. According to SEC filings, Burry sold everything… except for Estée Lauder (because apparently, recession-proof = mascara).

Nearly 50% of his new portfolio is one big short on Nvidia — 900K shares worth. He also loaded up on bearish bets against Chinese giants like BABA, JD, and PDD.

It’s a full-blown hedge against tech and China. Which makes you wonder: what does he know that we don’t?

What traders should watch:

• If Burry’s right, NVDA and Chinese tech could tank

• If he’s wrong, EL better deliver more than just lip gloss

• Either way, volatility in tech is coming — stay nimble

🚨 Bond Yields Around the World Are Screaming

From the U.S. to Europe to Asia, 30-year yields are spiking like they just saw a ghost. Charts from Spain to Japan show one common trend: vertical.

The U.S. 30Y is nearing 5%. Again.

This isn’t just noise. Spiking long-term yields can:

• Cripple real estate and housing

• Send mortgage rates even higher

• Tank growth stocks and hurt corporate borrowing

The bond market isn’t just whimpering — it’s screaming “emergency.” It’s like the market’s macro smoke alarm, and right now, it’s flashing red.

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MARKET OVERVIEW

🍿 Tasty Movers & Shakers

$DOCU ( ▼ 0.14% ) is axing 3% of its workforce — nearly 12,000 jobs — proving once again that big tech is still in its “do more with less” era.

$UNH ( ▲ 0.02% ) is still tanking, but the CEO just dropped $25 million on shares. That’s either conviction… or denial in bulk.

$MRNA ( ▲ 3.38% ) popped 5% after dosing its first patient in a Phase 1 cancer therapy trial. Early days, but the market loves a biotech headline more than we love skipping SLs.

$TSLA ( ▲ 0.43% ) is up over 50% in a month. Why? Tariffs are easing, Robotaxis are on the radar, and apparently Elon’s off his villain arc — for now.

Enjoying this? Let us know.

If this section hit the spot (or missed it), hit reply and tell us. A simple “I like it, bro” goes a long way. Or roast us — we can take it.

Your feedback = better content = you making smarter trades. Fair trade, right?

CRYPTO

📈 Bitcoin Surged While Wall Street Slept

Bitcoin didn’t just wake up over the weekend — it came back swinging. After hovering near $100K, it rocketed past $106K while traditional markets were off sipping mimosas.

Why the jump?

• 🔻 Moody’s downgraded U.S. debt, and Bitcoin did what it does best: positioned itself as the anti-fiat lifeboat.

• 😬 Global bond yields are flashing “uh oh,” making BTC more attractive to those fleeing both recession fears and U.S. credit drama.

• 💥 Someone dropped $276 million on a long BTC perp. That’s not a typo. That’s a conviction.

Translation? Bitcoin isn’t just a “risk-on” asset anymore. It’s becoming the asset for people who don’t trust stocks, governments, or their in-laws.

And as traders, we’ve got to get sharper. BTC is volatile, weird, and sensitive to macro vibes, but if you understand why it’s moving, it can be the most profitable play on the board.

Watch levels, follow sentiment, and maybe don’t fade the guy throwing nine figures into it.

See you on Tuesday morning — it could be spicy.

FOREX CASE STUDY

🇦🇺 AUD/USD: The Ultimate “Hurry Up and Wait” Trade

If AUD/USD were a person, it’d be the guy who sprints the first 100m of a marathon and then takes a nap at mile 2.

After bouncing off sub-0.6100 lows in April, the Aussie has been chilling in a tight 0.6400–0.6450 range. The chart? A cluster of moving averages all hugging each other like it’s a high school reunion—zero conviction either way.

Why It Moved Before (and Why It’s Not Moving Now):

• Commodities Up? AUD usually up. But lately, gold’s been moody and iron ore isn’t lighting fires.

• Risk-on vibes? AUD benefits. But lately, traders don’t know if we’re risk-on, risk-off, or risk-maybe.

• Fed vs. RBA? Nobody’s pulling the trigger. Carry trade bros are waiting for a signal like it’s prom night.

Why This Matters for You:
This is a case study in indecision. You’ve got mixed macro data, tariff head-fakes, China watching from the sidelines, and the U.S. dollar throwing tantrums. Translation? It’s range-bound hell. Don’t chase candles—play the ping-pong.

Key Levels:

• Resistance: 0.6450–0.6500

• Support: 0.6300–0.6200

Until something breaks (literally or figuratively), this is a mean-reversion playground. Keep it tight, stay nimble, and remember: sometimes, doing nothing is the play.

(Just don’t tell your girlfriend that when she asks why you're watching charts at 2AM.)

PROP FIRMS

❌ This Prop Firm Rule Is A SCAM

🚀 Pre-Market Fuel

1. 😢 Jamie Dimon might not be the CEO of JP Morgan for much longer.

2. 🇨🇦 Canadian home prices are dropping. They’re now the lowest since 2021.

3. 🥴 Trump has some strong words for Walmart and their approach on tariffs.

4. 🇺🇲 🇪🇺 A weekly forecast for EUR/USD.

🍪 Munchy Memes

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