P diddy somehow safer than all of us right now.

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Just buy the s&p. Why reinvent the wheel?

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[https://www.cnbc.com/2025/09/15/how-jpmorgan-traders-see-the-fed-decision-this-week-going-down-and-market-reaction.html](https://www.cnbc.com/2025/09/15/how-jpmorgan-traders-see-the-fed-decision-this-week-going-down-and-market-reaction.html) * ***47.5% chance:*** *“Dovish” quarter-point cut* — The S&P 500 would gain between 0.5% and 1% under this outcome. “It is possible that with a transitory view on inflation that the Fed sees the labor market as being far away from having an inflationary impact on the economy and thus has some room to cut,” the traders said.

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NEARLY 9 OUT OF 10 FUND MANAGERS SEE U.S. STOCKS AS OVERVALUED — HIGHEST LEVEL SINCE 2001 Equal weighted S&P and small caps

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SPY P/C is 1.78. Somebody is holding a fuckload of puts

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That wasn’t why the S&P dropped

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Last rate cut December 18, 2024. S&P 500: -2.95% and VIX up 74%.

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Ahead of the Fed announcement, here’s a look at the best performing S&P 500 names fueling 2025’s gains. No. 1: Seagate Technology (STX), +140.8% YTD. No. 2: Western Digital (WDC), +125.3% YTD. No. 3: Palantir Technologies (PLTR), +123.9% YTD. No. 4: Newmont Corp (NEM), +111.2% YTD. No. 5: Micron Technology (MU), +87.1% YTD. No. 6: GE Vernova (GEV), +85.2% YTD. No. 7: Oracle (ORCL), +81.7% YTD. No. 8: NRG Energy (NRG), +81.2% YTD. No. 9: GE Aerospace (GE), +75% YTD. No. 10: Paramount Skydance Corp (PSKY), +72.8% YTD.

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Lol ok. Meanwhile EUAD, EUFN, gold juniors, etc..crushing the fuck out of s&p.

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"Historically, markets always go down after rate cuts" Meanwhile the S&P is up +18% since the first post-covid rate cut of 50bps on Sept 18th 2024. We're even still up +12% since the December 18th 2024 rate cut of 25bps.

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