Remember the last time the Government shut down? Yes, the market did exactly this. It's all about liquidity still and the TGA is still trapped until this finally resolves. Meanwhile expect more ugliness. The beatings shall continue until morale improves.

Original source ↗ | February 01, 2026 at 00:12 UTC | Twitter - @raoulgmi

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: SPY (or broad market index) DIRECTION: short/avoid THESIS: A government shutdown is expected to lead to market "ugliness" due to trapped liquidity in the TGA, suggesting further downside for equities. SPEAKER: @raoulgmi TIMEFRAME: short-term

IDEA [8] TICKER: SPY (or US equities) DIRECTION: short/avoid THESIS: If Warsh implements Quantitative Tightening (QT), it removes the Fed put, significantly increasing left tail risk for US equities. SPEAKER: @humacapital TIMEFRAME: medium-term

IDEA [9] T

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Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
SPY	SHORT/AVOID	@raoulgmi	A government shutdown is expected to lead to market "ugliness" due to trapped liquidity in the TGA, suggesting further downside for equities.	—