Source Post
They are SELLING America
Jan 21, 2026
The creator discusses a significant market downturn, with the Dow down 700 points and the S&P 500 and NASDAQ also experiencing substantial losses. This is framed as the return of the "sell America" trade, partly due to concerns over US government finances and rising Treasury yields impacting mortgage rates. The creator also notes that Bitcoin has struggled for momentum despite a generally positive stock market year, while silver has shown remarkable strength. Some individual stocks like Celsius, AMD, Estee Lauder, and ELF are holding up well. The creator also mentions a 2x inverse ETF against Tesla as a hedge against market volatility and Tesla's valuation.
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