Held Up By Flows.. Cracking Under The Surface? (EP. 9)

The market is grinding higher, but Joe and Smiddy aren’t buying it. In this episode of Market Misfits, they break down why flows — not fundamentals — are holding everything together, and how one headline could crack it all. They revisit Cem Karsan’s 35 percent drawdown roadmap, walk through McElligot’s latest volatility triggers, and explain what dealer positioning is saying under the surface.

Plus: – How Joe is playing VIX, uranium, and silver – Smiddy’s brutal Moderna drawdown and what it taught him – What systematic funds are doing right now – Trade or Fade returns with MSTR, Amazon, and ARM

 

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