Paradis(@ParadisLabs):Pretty big W for me after Citadel published the same market prediction. I personally have high confidence in my stock market analyses - and it's cool to see such a massive institution have the same opinion. - A pre-midterm rally looks more likely now than it did a few weeks ago on the lead up to the FOMC rates decision. - I also mentioned recently that positioning is much cleaner now after July (the Leopold drama). Tons of leverage has been washed out of high beta sectors (mainly semiconductors), which is where sentiment has fallen the most. - Big earnings catalysts coming up around midterms. Even if my prediction ends up being wrong, it's still a nice confidence booster regardless.

2026.09.20 18:24

Pretty big W for me after Citadel published the same market prediction. I personally have high confidence in my stock market analyses - and it's cool to see such a massive institution have the same opinion. - A pre-midterm rally looks more likely now than it did a few weeks ago on the lead up to the FOMC rates decision. - I also mentioned recently that positioning is much cleaner now after July (the Leopold drama). Tons of leverage has been washed out of high beta sectors (mainly semiconductors), which is where sentiment has fallen the most. - Big earnings catalysts coming up around midterms. Even if my prediction ends up being wrong, it's still a nice confidence booster regardless.

Paradis@ParadisLabs

2026.09.20 11:47

Citadel have just shared the same 2026 stock market prediction as me. > Now: AI sentiment has turned sharply negative and positioning has been reduced (since July, but rebuilt slightly in recent weeks). > Through September: Supply/demand and seasonality still point to downside. > Q4: Those same September resets begin to work in the other direction, first in Tech and potentially across the broader market into earnings and year-end. Not sure if it's a good thing that I have the same viewpoint as Citadel lol. But it's cool to see my thinking line-up with key market participants.