I break down the 5 contrarian signals to the initial investor reaction.

📈 You’ll Learn:

• Puig deal = geographic pivot, not distraction

• China rebound: $20T liquidity + 13% growth

• $124T wealth transfer to women

• Turnaround proof: margins up, cash flow surging

• Why record pessimism = maximum opportunity

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⚠️ Disclaimer:

I am not a financial advisor. This content is for educational and entertainment purposes only. Always do your own research before making investment decisions.

Bearish indicator, VIX analysis, etc...

Discussing Alibaba, PayPal, Japanese Yen, put skew, and other things. Video link below

JB and D's Market Sniffs Podcast, Sniffing for Golden Nuggets

A deep dive into a potential speculative agreement that may be unfolding behind the scenes and its impact on equities and the Japanese yen.

In today's episode, we discuss Taiwan risk, VIX positioning, LATAM opportunities, and other things.

We go into the carry trade, the US dollar, and other things. Video format below.

Going over what needs to be improved to have a better performance in 2026.

Predictions for 2026.Full Disclaimer- https://open.substack.com/pub/jbdino/p/full-disclaimer?utm_campaign=post-expanded-share&utm_medium=web

All content, including but not limited to research, trade ideas, speculative scenarios, stock and options flow, technical charts, company valuations, market commentary, and other materials, is provided for informational, educational, and entertainment purposes only. This content does not constitute investment advice or financial advice. Everything I share is opinion only.