They're About To Rope You In Again

They're About To Rope You In Again (And You're Going To Let Them) Author Don Kaufman December 01, 2025 Don Kaufman here. I'm watching people celebrate right now and it's making me absolutely sick. You know what that Thanksgiving rally was? It wasn't the market getting healthy. It was the most violent move I've seen in 15 years designed to do one thing - get dumb a**es back in the market right before they crush em. Are you going to fall for it… again? Look, I'm Gonna Be Honest With You Here I spent the whole weekend trying to explain this in my update, but I know half of you didn't watch it. You were probably too busy celebrating being "right" about buying the dip. So let me spell it out in crayon for you. We moved 250 points straight up over Thanksgiving weekend. That's not normal. That's not healthy. That's violence. And when you see violence like that after sell-side activity, you know what comes next? More violence. To the downside. The thing is, I keep asking people the same question and nobody gets it. How many of you would buy Nvidia at $140 right now? All of you, right? You're sitting there thinking "hell yes, I'd back up the truck at $140." But I promise you one thing - if Nvidia actually hits $140, you won't want it. You know why? Because the whole world's gonna feel very different if we get there. That's exactly what I'm trying to rope you into understanding. The market's trying to rope you into the exact same thing. The Math That Should Terrify You Here's what nobody's talking about. Last week we had a $145 expected move over three and a half days. This week? A hundred bucks over five days. You just witnessed the most violent rally in recent history and now the expected move drops by a third? What is wrong with you if you believe that? The volatility fuse got lit October 10th. We're in a 400-point volatility box. And everyone's acting like it's just gonna quietly disappear because it's December. Meanwhile, crypto - which can't hide behind the same bullshit as equities - is down 31% from its highs. That's your preview of coming attractions. Nevertheless, Here's What's Really Happening Google's carrying this entire market. Up 67% with a $4 trillion market cap while everything else looks like garbage. Apple? Flat. Microsoft? Barely keeping up with the S&P. Tesla? Underperforming. Only two stocks are really working, and when that concentration breaks, you're screwed. But instead of recognizing this setup, retail keeps buying. Robinhood - which epitomizes this retail bubble - went from $20 to $120 in a year. That's not investing, that's speculation on steroids. My kids are smarter than this. When I ask them what's wrong with people, they tell me "it's your genetics, dad." At least they're honest. What You Should Actually Do Stop buying every dip like it's 2021. This isn't an investment market anymore - it's a trader's market. High volatility, wide ranges, violent moves in both directions. You want to know what I'm doing? I'm short Robinhood, waiting for Google to crack, and positioning for the volatility that's coming whether you see it or not. Because while you're celebrating getting "roped back in," I'm watching the setup that's about to separate you from your money. The thing is, this marketplace will rope as many people as possible before it breaks. And that dynamic sounds diabolical because it is. Don't be the sucker holding the bag when reality hits. To your success, Don Kaufman P.S. - If you want to see how I'm actually trading this volatility instead of getting destroyed by it, today's the last day to get the full breakdown. Because once this breaks, it's too late to learn. LAST CALL: Pay $799 for a Full Year of TotalTheo... and We'll Drop $799 in TheoTRADE Credit Into Your Account to Spend on ANY Other Product You Want One decision. 12 months of bell-to-bell trading rooms, coaching, alerts, and training... PLUS $799 sitting in your account ready to be deployed on scanners, bootcamps, or any other TheoTRADE service. If you trade at all next year, not taking this is the real risk. Keep reading Google Just Pulled Off the Greatest Market Cap Heist in History (Join me live) Brandon spotted the gamma bomb This is what it's all about... 8 out of 10 stocks control everything Don Kaufman /