### Comment:
Yes wsb is mainly bearish because they think no cut = drop, and somehow they think that market is expecting a cut. I have puts but that's because I hope Powell will not corner himself into a cut before G20 and after Mexico got resolved.

### REPLY:
I fully expect everyone to state “it was priced in” regarding the no cut, but my puts are long dated and I’m playing a trade deal bust + slowing economy + stagflation game. Could be wrong, could be right 🤷🏼‍♂️

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