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📈🫣 Markets Took a Breath… But That Oxygen Mask Might Be Temporary
Thursday wasn’t bullish — it was just less painful. After Wednesday’s bond-market-induced freakout, the House passed Trump’s $4T tax bill by a single vote, easing some pressure… for now.
📉 The Dow went flat. S&P barely blinked. Nasdaq popped a bit, thanks to tech stocks catching a breather. But under the hood? This market is still sweaty-palmed and chugging espresso.
Here’s what actually matters:
🧾 Trump’s Tax Plan = Red Ink Rocket Fuel
Adds $4 trillion in debt over the next decade
Moody’s already downgraded U.S. credit
Senate vote still ahead — grab popcorn 🍿
💰 Bitcoin Is Now... a Safe Haven?!
BTC hit $111K 🤯
Institutions are aping into digital gold
Dollar weakness + debt explosion = perfect storm for crypto maxis
📉 Clean Energy Wrecked
$RUN: –37%
$ENPH: –18%
Trump’s bill guts green incentives. Solar stocks got smoked.
📊 Economic Data Says “Meh”
PMI up = yay growth
Prices Paid also up = oops, inflation’s still hanging around
Labor market = slow-mo recession vibes
🐳 Options Flow Tells the Real Story
$SPY and $IWM flooded with puts — whales are still hedging
$MSFT saw $20M in Dec ‘25 call sweeps — the AI messiah is here
$GOOGL and $IBIT lit up the tape — tech and crypto still have believers
🧠 Final Word:
Don’t let the calm fool you — this market is still sitting on a pressure cooker. The next CPI, another yield spike, or a Senate fumble could send things tumbling again.
Stay nimble. Stay liquid. And maybe hodl some BTC for the vibes.
— Ben The Bull 🐂
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