Lord Fed's Gazette

Lord Fed's Gazette

The Most Dangerous Setup in Months

Mid Week Thoughts

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Lord Fed
Sep 25, 2025
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After months of being unapologetically bullish, calling for the “Summer of Rippy”, I said 6700 was coming, it finally traded, half a point shy. And now the setup changed.

For the first time since spring, the market isn’t pointing higher. The asymmetry has flipped and in my opinion, this is the most threatening setup we’ve seen in months.

On Tuesday, with SPX at 6695, I bought 6650p expiring Oct 10th for $50.50. They’re already marked at 75.

A screenshot of a social media post from X. The post includes text stating "Just bought the SPX 6650p expiring 10/10 at 50.50, allocating 32bps of risk..." and additional text about a put option. An X watermark is visible in the top right corner.

Why? Let me explain…

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