📌 X Insight Update[x_fin] (2026/06/29 09:17)
- War headlines are getting over-weighted. The tape is not treating wars with the same obsession as journalists, so headline panic may be more noise than signal. 1
- Hormuz Strait toll risk needs to be priced in. After the weekend U.S.
📌 X Insight Update[x_fin] (2026/06/07 23:56)
- $SPX: A real correction, almost bear-market-style drawdown, still looks more likely later in Q3. Friday’s selloff was ugly, but not the starting gun yet. 1