Sell SPY by Jul 26, 2026.

Look, I feel like everyone here has completely lost the plot. The macro environment is flashing warning signs everywhere, but retail and institutions are just blindly buying the dip like the basic rules of finance stopped existing. Look at the massive disconnect between equities, bond yields, and oil. The Iran conflict is basically a permanent supply shock in the Strait of Hormuz right now. Oil is structurally elevated, which mathematically guarantees inflation stays sticky. In a sane market, this pushes …