5 reasons bond yields are going higher over the next two weeks: 1) The (calendar) 2026 deficit is going to increase by $500bn due to the OBBB. The market is looking through the current weakness and front-running the new fiscal impulse: Retail and mid-cap stocks outperforming https://t.co/rIFz6MLj2e
Original source ↗  |  December 07, 2025 at 09:44 UTC  |  Twitter - @fcfinvest

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: Stocks with paid promotion campaigns (e.g., YYAI as an example) DIRECTION: Short THESIS: Stocks identified as engaging in paid stock promotion campaigns, like $YYAI, have historically experienced significant declines (90%+) shortly after the promotion, presenting a short opportunity. SPEAKER: @stockjabber TIMEFRAME: Short-term to medium-term

IDEA [4] TICKER: BTC (Bitcoin) DIRECTION: Avoid / Short (implied) THESIS: Bitcoin is expected to remain in a bear market as long as AI progress continues, as capital is currently preferring AI investments over crypto as a hedge against fiat devaluation. SPEAKER

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