@ZubyMusic
I often think about how easy life is. Never have to worry about food, warm/cool house and all I have to do in exchange for it is use my brain.
Current market state:
-Everyone is Ballz to the wallz in calls
-Retail pouring in money at record levels
-We just had a 15% rally in SPX. 15!
-Blackrock Fink says the Fed has given investors the all clear
-Cramer just said the recession is not coming.
😂🤪
I really wish there was a proper filter on Twitter that would hide
- Every trans tweet
- Ever trans video
- Every stupid reference to Trans.
Let me put it plainly 99% of us DON'T GIVE A SHIT.
In a CNN interview, Actor Sean Penn recommends the US supply Ukraine fighter jets
I'm not for or against such an idea. I'm just wondering: Why are we listening to actors on decisions that could spark a world war???
Once you find your trading style, trading vehicle, size and time frame that you are comfortable with. DO-NOT-DEVIATE
Stick with it and your trading and your mind will be at peace. Be confident and fuck what everyone else is doing.
#PlatitudeOfTheDay
Let's summarize the "market"
- Zero fear in the market.
- New highs every day.
- Everyone in calls.
- New narratives about AI / VR.
- Fed gonna pause
- I longed NQ today at one point😂 JFC! 🎯🚨
🐻is around the corner, don't become complacent.
I'd advise against buying equity futures tonight...a gap down tomorrow is gonna trap a lot of longs that have been BTFD these last 4-5 days. GL all.
#SPX
$ES_F
Anyone noticed how controlled this down move has been? It is like a meat-grinding machine just turning those 401k accounts into burgers soon to be deep fried.
This was one of my toughest years trading. I’ve seen others express the same sentiment. I’d challenge ever to think about why that was.
For me it was a whole o lot of “This cannot possibly happen”
When the Fed pivot( March bank crisis and now in Dec) just go long. Max long.
Listening to a Twitter space hearing these soft voice beta males explaining how this is devastating for start-ups in Silicon Valley. Guess what? THAT IS THE FUCKING POINT you wimps. If you have a good company/idea you will find funding
Free chees is over!
MacroVoices
@ErikSTownsend
and
@PatrickCeresna
welcome Dr. Anas Alhajji
@anasalhajji
to the show to discuss everything from an update on his market outlook to why Chinese reopening didn’t have the demand recovery effect so many of us predicted.
Today my parents are celebrating their 50th anniversary. They had a courthouse ceremony while they were still in school. Best parents in the world!
70s really had the best fashion too! 😃
SOUTH KOREA (OCT) INDUSTRIAL PRODUCTION SA (MOM) ACTUAL: -3.5% VS 1.8% PREVIOUS; EST 0.4%
SOUTH KOREA (OCT) INDUSTRIAL PRODUCTION (YOY) ACTUAL: 1.1% VS 2.0% PREVIOUS; EST 4.5%
@jimiuorio
Student loan forgiveness is not the way to go. Now it might be a good idea to review why tuition has risen so dramatically. That’s the real problem in my mind.
I'm thinking 2024 will be a lot like 2022
Short tech $NQ_F $XLK Quite rich now
Long energy $CL_F $XLE Assuming no societal collapse we all need oil/gas.
I’ve said this before and I truly mean it. This has got to be the dumbest administration on record. For you vets out there please note I was not paying attention before 1999.
Karine Jean-Pierre announces the Biden administration's "pause" on liquified natural gas projects "until the Department of Education can update the underlying assessments" 🤔
@RJRCapital
The whole working class is designed to be a pass through population. Pensions used to be promises. Now they are exit liquidity for Wall St.
Randomly at the dinner table, my son says
"I read first you have growth, then inflation, then recession, and then depression if we can't recover, are we at inflation now?"
I told him the market is telling us it is transitory and AI will save us.
Fetterman is right:
"The acquisition of US Steel by a foreign company is wrong for workers and wrong for Pennsylvania. I’m gonna do everything I can to block it."
Only position right now: Long Bonds
$ZN_F and Calls on $TLT
Going golfing all weekend. Feels like a solid old man golfer play. "I'm in it for the yield"