Momentum Trader

Sep 22, 2026 · bearish

(https://www.marketwatch.com/story/financial-conditions-are-tightening-heres-why-stock-investors-should-pay-attention-a7d12134?mod=mw_rss_topstories). Everyone's reading that as a 'late-cycle signal' and rotating into Treasuries. That's exactly backward. The real transmission mechanism isn't higher rates crushing future earnings—it's *working capital compression right now*.

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