When Trump tweets don't work anymore, pay attention

Don Kaufman here.

Something's not right.

This morning we got the China deal announcement from the administration -- basically done, pending approval. Market shrugged. Then CPI came in cool (that's supposed to be good for rates, good for the economy), market initially popped... then reversed hard.

Here's what's bugging me: last week Trump mentioned a phone call with China and the market rallied. This week they announce the deal is essentially done and nobody cares.

In fact, we're selling off on it.

That tells me something fundamental has shifted.

But here's what really caught my attention today -- and this is something most people completely miss when they're staring at the VIX:

The VVIX volume is 11 times normal.

Not the VIX itself (though it's moving). I'm talking about the VVIX -- the volatility OF the VIX. That thing is soaring 9% today, and when I check the volume, it's absolutely through the roof.

You know what that means? Professional money is back on the hedge. They're protecting for downside, and they're doing it in mass.

Here's what you need to know about the next 48 hours:

• Why the "volatility box" break we just saw could trigger the selloff everyone's been waiting for -- and it has nothing to do with technical analysis

• The specific VIX indicator that predicted today's reversal (hint: it's not what 99% of traders are watching)

• Why we still have $65 of expected move left this week -- and why Thursday/Friday could get absolutely wild

Look, the S&P is only down 17 handles today. That's nothing.

But when you dig deeper into what's actually happening with volatility flows and professional hedging activity, the picture changes completely.

The market internals have been sloppy for weeks -- only tech has been carrying us higher. But when professionals start hedging this aggressively on good news?

That's when you need to pay attention.

Watch tonight's complete market breakdown here

To your success,

Don

P.S. The clock's ticking on this one. 24 hours from now, my final Mega-Mastermind launches—and with it, my brand-new Xmas Tree Alerts system (a $5K value) goes to everyone inside... then disappears forever. This isn't some rehashed strategy—it's the silent killer with a 98% win rate that has pro trading desks scrambling. Lock in by Thursday, 11 AM ET or miss it for good.

Update your email preferences or unsubscribe here

© 2025 Disclaimer: Neither TheoTrade or any of its officers, directors, employees, other personnel, representatives, agents or independent contractors is, in such capacities, a licensed financial adviser, registered investment adviser, registered broker-dealer or FINRA|SIPC|NFA-member firm. TheoTrade does not provide investment or financial advice or make investment recommendations. TheoTrade is not in the business of transacting trades, nor does TheoTrade agree to direct your brokerage accounts or give trading advice tailored to your particular situation. Nothing contained in our content constitutes a solicitation, recommendation, promotion, or endorsement of any particular security, other investment product, transaction or investment.Trading Futures, Options on Futures, and retail off-exchange foreign currency transactions involves substantial risk of loss and is not suitable for all investors. You should carefully consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. You may lose all or more of your initial investment. Opinions, market data, and recommendations are subject to change at any time. Past Performance is not necessarily indicative of future results.

When Trump tweets don't work anymore, pay attention

0 Response to "When Trump tweets don't work anymore, pay attention"

Post a Comment