{ "media_type": "text", "post_content": "Ive been bullish since June and expect this rally to continue until late August. After that, I’m loading up on VIX and value stocks. Open to feedback/different viewpoints. Delta variant is irrelevant IMO. \n\nWeek of July 26th\n- Choppy mid-week due to interest rate decision on 7/28\n\nWeek of August 2nd\n- Bullish all week leading up to July Jobs data\n\nWeek of August 9th\n- Inflation data might cause slight pullback but still bullish\n\nWeek of August 16th\n- Bullish until options expiry on August 20th", "post_id": "60fb0fde2669050021a5ca0d", "reply_count": 6, "vote_count": 1, "bowl_id": "5acc42208c6b52001375e11e", "bowl_name": "Option Traders & Investing" }

Ive been bullish since June and expect this rally to continue until late August. After that, I’m loading up on VIX and value stocks. Open to feedback/different viewpoints. Delta variant is irrelevant IMO. Week of July 26th - Choppy mid-week due to interest rate decision on 7/28 Week of August 2nd - Bullish all week leading up to July Jobs data Week of August 9th - Inflation data might cause slight pullback but still bullish Week of August 16th - Bullish until options expiry on August 20th

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Agree with the statement on market lacking breadth. That’s just the kind of setup you see before a correction/rug pull. without breadth, it’s really just dumping a handful of names that will create a downward spiral

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I’m don’t disagree with this and am anticipating another September of pain before we hit new ATH’s by the end of the year. Nervous about 2022-2024 though.

I am less bullish than I have been the past 3 or 4 weeks. Back in June I called for a tech rally in July. I was right on big tech, but my call on semis was so-so (worked well depending which one you had). Until breadth shows signs of improving, I don't like that the market is being pulled along by a handful of stocks. Even the traditional meme stocks are struggling. Plus with money flow into bonds, I don't like where the market is currently. I have VIX calls for Oct, started today. I think the correction could surprise in mid-august. 5-10%. Everyone is in anticipation of Sept, so a perfect time to catch people off guard is right before that.

Good luck timing the market

The money flow into bonds says everything. The catch 22 I am trying to assess is what to do with my LEAPs for 2023.

Bond market is smarter than the equity market

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