1) the holidays because cpi sales etc are a lagging indicator this means that people start prepping for Christmas months in advance to be able to get the cheapest pricing. So well into February sales will remain elevated.
2) Black Friday this is a catalyst that will escalate sales to its highest point of the year added on top of Christmas will spike and elevate inflation.
3) Tax loss harvesting this is the time of year when people sell at a loss to be able to get tax reductions or offset the balance sheet hence ftx downfall came just in time and pretty calculated if you ask me.
4) more pain is on its way but there is a light at the end of the tunnel at the end of the day just remain patient we are entering the life changing money market reset zone. Don’t panic buy we will settle at a bottom for a while.This post is based on this twitter thread.