Sitemap - 2025 - ORCA's predictions
2026: Bulls🐂, Bears🐻, and Orcas🦈
Final week of the 2025 competition!
FOMC bulls lose out to AI bears and Japan
FOMC day: $40bn purchases of T-bills
Choppy. FOMC to provide resolution.
Fed is cutting, flows are supportive
Profit taking, not the top of the bubble
Patience, waiting for resolution
Is the pullback over or is it just the beginning?
FOMC: "December rate cuts not a foregone conclusion"
25bps cut and Mag5 earnings 🎆🎉
Medium-term outlook: still bullish
Some weakness, but is it over?
Final week of the Q3 competition
FOMC: a cut, but at what cost?
Navigating through OpEx and FOMC
The final inflation print before the cut
September seasonality, long gold, short vol?
Jackson Hole debrief: Fed pivot
Jackson Hole & what the new inflation numbers mean
Inflation week: so far, so good
FOMC, Treasury, earnings, tariffs
We're getting overbought here...
The effect of tariffs in today's CPI print?
Long analysis: the case AGAINST cutting interest rates
Congratulations to Q2 winners!
War escalates, markets up, oil down 🙃
Bound to rangebound. What breaks it?
FOMC: stagflation > higher for longer?
FOMC dot-plot & quarterly OpEx coming up
Inflation as a prelude into the Fed dot-plot
Musk vs Trump: bullish, bearish, or who cares?
Goldilocks bulls vs bond market bears
Bulls in driving seat. Next stop, FOMC.
What will Q1 earnings tell us?
Markets down🔻-10%, ORCA up +4% ✅
Q1 done, Q2 competition is now open
Consolidation & low vol. Second leg?
Selling🩸 will continue until morale improves
Still at a crossroads, resolution coming soon
Still jumpy, all eyes 👀 on inflation
FOMC: careful, but more dovish than hawkish
Big week: DeepSeek, Fed, tech earnings
Increasing likelihood of a correction