The Shit to Know Thursdays

Welcome back to VHLA, where we hand-deliver the financial chaos straight to your door like a strippergram from Jerome Powell himself.

If you're reading this, congrats—you’re ahead of the Fed, the feds, and your fed-up friends still bagholding Rivian. Now let’s rip.

Market Indices & Commodities

Interest Rates
Too Late Powell — Hol’ up, Pause

Rate hold confirmed. Powell’s still doing his “maybe soon” dance, saying they’ll probably cut in a few months if inflation plays nice. Called it a “pause,” which is Fed-speak for “we have no clue.”

Trump? Furious. Says Powell is blowing it. Market? Still levitating on dreams and hopium. Buckle up—higher for longer is still the base case.

Israel-Iran
Bunker Busters & Bloodlust

U.S. intervention in Iran? Looking more like a when, not if. Polymarket odds now clock it at 65%. Neocons sharpening their knives, oil creeping higher, and Israel licking its lips.

Energy trade is alive. Say your prayers—Uncle Sam’s got a drone with your name on it. Looks like we’re dying for Israel boys. Let us if know if we should drop the merch.

Space
$ASTS — Satellite SZN Returns

SpaceMobile ($ASTS) just broke out of a monster base. Elon’s Starship blew up in spectacular fashion, and suddenly the underdog space thesis is back in play.

This one’s got the juice, memeability, high-flyer potential. Space degen trades never die—they just orbit higher. We’re buying rocket fuel. Beware of FOMO.

Market Analysis
Hot Take — Cut Expectations > Cuts Themselves

Here’s the truth: markets don’t love rate cuts. They love waiting for rate cuts. The longer they can look forward to them, the more they rally.

Once the cut hits? History shows it’s 50/50—sometimes it marks the top, sometimes it kicks off a melt-up. But cuts after unemployment spikes? That’s bearish.

Cuts with stable growth and cooling CPI? That’s bullish. Context is king. Until then, the dream of cuts is doing all the heavy lifting.