Roberto Chamorro gilaberte @robchamow: "🚨 The Trump Show Before Trump..."

Spain

🚨 The Trump Show Before Trump spoke, this showed up: $1.5M into SPY puts. This is options flow a large bearish bet on the market. Someone positioning for a drop. Maybe it’s a hedge. Maybe it’s a trade. Or maybe some people always seem to be positioned before the move. Trump moves markets. Up and down. And somehow, big money often moves before the headlines hit. We are not those people. So what can we do? Stay calm. Focus on great businesses. Accept volatility. Have patience. Because in moments like this, there’s not much else to do. Last night, Trump delivered a national address on Iran. Short, confident, almost triumphant. Markets didn’t like it. Oil moved higher. Futures turned red. Volatility picked up. The market was looking for de-escalation. It got uncertainty instead. What Trump said Military objectives are “very close” to completion. Iran is “no longer a real threat.” A few more weeks of pressure and it’s done. Strong words. What he didn’t say No clear exit plan. No concrete timeline. No detailed path to stability. Why this matters This is not just geopolitics. It’s energy. It’s inflation. It’s interest rates. It’s corporate margins. And ultimately… it’s the market. As investors, the key is not predicting the next headline. It’s understanding this: Markets don’t fall because of what happens. They fall because of uncertainty about what could happen. My approach doesn’t change. When noise increases… opportunities usually follow. Stay focused. Stay invested. Stay patient. Roberto Chamorro. $NSDQ100 $SPX500 $OIL $GOLD $BTC

Not investment advice. The author may have financial interests in the mentioned instruments.