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Rohan Saha

FOUNDER - BURN INVES... • 1d

The market will likely remain sideways until the results start coming in. If the results this time are good, the market could easily show a new rally. A long-term bear run in the market is not as easy as people are saying, that the market will remain

Anonymous 3

Hey I am on Medial • 1d

You're massively underestimating the impact of the ongoing liquidity drain. The Fed's balance sheet reduction combined with Treasury issuance is extracting billions from markets monthly. This persistent liquidity vacuum will create downward pressure regardless of earnings. Even good results can't overcome the basic math of more sellers than buyers when liquidity tightens. The market rallied in 2023 because everyone expected rate cuts by now—instead, we're getting "higher for longer" with continued QT. This isn't priced in at all—most portfolios are still positioned for a return to easy money that isn't coming.

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