How Can You Be Bearish After That?

What A Weekend
The SpaceX IPO
America headed into this past weekend with 4,400 new millionaires, thanks the SpaceX IPO.
Elon just created 4,400 millionaires in a single day.
— Jainal Momin (@JainalMomin) June 13, 2026
400 of them are now worth over $100 million.
These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce… pic.twitter.com/JAQagoQjxf
And unlike so many recent IPOs, this was an industrial company—in one industry we're surpassing China in.

America Becomes Good At Soccer
On Friday night, newly-minted SpaceX millionaires got to see the U.S. national soccer team in action, playing better than ever under a world class Argentine coach Mauricio Pochettino. Ordinarily, the U.S. national team wouldn't be able to afford a coach of his caliber, but hedge fund billionaires Ken Griffin of Citadel and Scott Goodwin of Diameter Capital helped foot the bill.
Just look at the passing and sequence of play for the USMNT in the buildup to Gio Reyna's goal to make it 4-1 against Paraguay in their World Cup opening match.
— USMNT Only (@usmntonly) June 13, 2026
POCHETTINO BALL 🇺🇸🔥👏 pic.twitter.com/Ufj9uLJTfw
New York Wins The NBA Championship
At this point, some of you are wondering why we're talking about sports here, but ask yourself: all else equal, do you think Ken Griffin and Scott Goodwin are going to be more bullish or bearish after watching their coach's dominating win on Friday?
How about all money managers who are long-suffering Knicks fans after watching their team come from behind again to win the NBA Championship on Saturday.
"AFTER 53 YEARS, THE KNICKS ARE FINALLY NBA CHAMPIONS ONCE AGAIN!"
— NBA (@NBA) June 14, 2026
THE NEW YORK KNICKS WIN THEIR FIRST CHAMPIONSHIP SINCE 1973 🏆 pic.twitter.com/7JqXe4cU9e
Think about it.
energy insane in NYC after the Knicks title. less populace out there today (presumably due to hangovers) but good weather, good Iran news, SpaceX millionaires running around and DJT birthday on deck. good luck bears
— TBU (@TBU12345678) June 14, 2026
Trump Wraps Up The Iran War
Take that, bears.
“The Deal with Islamic Republic of Iran is now complete. Congratulations to all!” President Donald J. Trump 🇺🇸 pic.twitter.com/RdSwyEdEtO
— The White House (@WhiteHouse) June 14, 2026
Psyop Anime's take.
for real this time pic.twitter.com/mdF0HIwKUQ
— PsyopAnime (@PsyopAnime) June 15, 2026
UFC Freedom 250
The cherry on top of the Sundae.
New York won the NBA Finals
— Geiger Capital (@Geiger_Capital) June 14, 2026
UFC at the White House tonight
USA making a World Cup run
Trump ending the war in Iran
Elon is the first ever Trillionaire
S&P500 at 8,500 by year-end
America’s 250th summer. 🇺🇸 pic.twitter.com/BPQOqU3Yfk
Finance X felt the vibe shift.
250 years old. Rocket ship IPOs. New York is winning again. Trillionaires. American soccer looks good. European minds are visiting, comprehending.
— Cullen Roche (@cullenroche) June 14, 2026
How can you be pessimistic about the USA?
Then came what may have been the most spectacular event ever staged at the White House.
Great staging so far for #UFCWhiteHouse / #UFCFreedom250. This beats Milli Vanilli. pic.twitter.com/S0Btf6hVz5
— David Pinsen (@dpinsen) June 15, 2026
Even non-Trump voters had to agree.
I’m not a Donald Trump supporter but this is the coolest shit that I have ever seen
— Super Fan🇮🇪 (@McGregorRousey2) June 15, 2026
The fights lived up to the staging: 7 fights, 7 finishes, with the best one saved for last.
American underdog Justin "The Highlight" Gaethje took on Georgian Ilya "El Matador" Topuria for the UFC Lightweight title, after perusing the Declaration of Independence in the Oval Office.
Justin Gaethje reading the Declaration of Independence before he makes his walkout 🇺🇸 pic.twitter.com/wAMVRkFsy7
— UFCStats💭 (@TheUFCStats) June 15, 2026
In the second round, Topuria nearly stopped Gaethje with vicious body shots...
ILIA TOPURIA IS GOING TO WORK AGAINST GAETHJE'S BODY!!!
— UFC on Paramount+ (@UFConParamount) June 15, 2026
[ #UFCWhiteHouse | LIVE ON @ParamountPlus ] pic.twitter.com/7Y30zZz8oD
In the third round, the American turned the tables,
JUSTIN GAETHJE JUST DROPPED ILIA TOPURIA IN ROUND 3 🤯
— UFC on Paramount+ (@UFConParamount) June 15, 2026
[ #UFCWhiteHouse | LIVE ON @ParamountPlus ] pic.twitter.com/LWeh5BdzG0
At the end of the 3rd round, the referee overruled the cage-side physician to let the fight continue.
THIS FIGHT IS GOING ON TO ROUND 4!!!
— UFC on Paramount+ (@UFConParamount) June 15, 2026
[ #UFCWhiteHouse | LIVE ON @ParamountPlus ] pic.twitter.com/k6JiBbsvOI
Finally, the Georgian's corner threw in the towel after the 4th round.
Ilia Topuria quits on the stool… what a world yesterday he was talking about being the BMF lol #UFCWhiteHouse https://t.co/FlMb9ENX1d
— AlAudhli 𝕏 العوذلي (@alaudhli) June 15, 2026
It was a thrilling victory.
That finale was easily among the greatest fights I've ever seen. That Georgian was an absolute monster Terminator willing to die on his feet but the American white boy just would not give up either
— Doctor-Baron 17cShyteposter, DDS (@17cShyteposter) June 15, 2026
I thought this would just be some fun silliness but that was genuinely thrilling
Futures Jump, Bulls Ready To Charge
Stocks up, oil down, VIX down. Looks like the bulls are ready to rip again, and we've got three trades teed up for today to join them.
If you want a heads up when we place them, you can subscribe to our trading Substack/occasional email list below.
Afternoon Update
Stocks jumped. This was our trade alert for today:
🚨 Industrial Sensing, Optical Networking, and AI Connectivity 🚨
— Portfolio Armor (@PortfolioArmor) June 15, 2026
Bullish options bets on three of our Market Watchers stocks in key themes that pass our technical screens.https://t.co/MbpEGMxLTp
