grypto, stonks.
Joined January 2022
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I guess the markets claim another casualty levered to the tits. Paid sub incoming…
Mid day thoughts - On some of my tele groups, i called for a reversal on the SPX opening puke...since then SPX has v-reversed. I did some cheeky 0dte plays (posted on tele) (these are honestly closer to pure gambling vs investing) - if you want real time updates, its easier to chat on the channel vs here on X. I will figure out the substack chat functionality as well....
At mid day, we see that $MU and $SNDK has pretty much reversed all the selling. You can see that despite the pension rebal, the buying flow from instis rerisking into memory is present. Why? Because the EPS print is real, the growth is real. And the LTAs are real.
But i would encourage you to think further, because what is the next leg?
In case i havent been clear, alot of the current selling comes from technical rebalancing flow. We are now seeing rerisking flow.
For the hyperscalers, they also have their own class of "value investors" who will come and pick up the pieces. No need to fret.
Oh this guy finally decided to monetize his following lol
I want to thank SO MANY of you for subscribing to my Substack and/or X paid subscription portals ($32 monthly). Given events like what’s unfolding I’ll be posting more often in those forums tomorrow & this week to help you navigate through this highly volatile period.
I’ve traded in VIX 40-80 levels numerous times & it’s not for the faint of heart. I’m in all cash as posted on Friday.
We’re going to have an opportunity to buy at lower prices for the rally that will come.
Let’s help each other win! 🤝
What does this tell you lol @pandawatch88
Hong Kong is hiking stamp duty for luxury home transactions following a recent flurry of activity in the market bloomberg.com/news/articles/…
This account did get quite strange as of late. Some directional posts/predictions, less about actual entries/exits, just posts portfolio screenshots after the fact. Trades 0DTE on $HOOD instead of $IBKR unlike @assface_burner because IBKR supports O/N SPX options trading.
If there’s a trade deal (no rare earth limits/zero tariffs), wouldn’t rare earth names tank? And consumers go up? $MP
I guess if Trump would need to sense some underlying cracks in order for him to go full taco so early… get his stock market high enough it won’t be a liability during his meeting with Xi? Or credit markets enough to cause a crisis? @TMTLongShort
Bridgewater’s flagship macro fund climbed 26.4% the first nine months of this year + plus the list that you all love. DISCLAIMER: it's not a comprehensive list bloomberg.com/news/articles/…
