Against All Odds Research retweeted
You ever just sit in a dark room and feel like the darkness is the only thing that truly understands you. No fake smiles, no false hope. Just raw bitter silence…
I’ve been talking about the bond market for a long time.
And for good reason.
Bonds have been getting absolutely destroyed for years, and we’ve been positioned on the right side of that trend.
But something interesting is happening right now.
aaoresearch.substack.com/p/t…
Against All Odds Research retweeted
The last time speculators were this bearish euro, price went vertical for more than a year.
The weaker dollar led to one of the lowest-volatility years in stock market history (2017).
Will history repeat?
IDK, but IMO, this is the most important chart in the world right now.
Against All Odds Research retweeted
I don't like metals from the long side right now, but I don't mind trading the relative values.
Copper looks poised to outperform gold for the foreseeable future.
Against All Odds Research retweeted
Macro Dirt #120: Inflation is a Ghost Tax with @DylanRatigan and @dailydirtnap youtu.be/qkvup-an2fM?si=qs0A… via @YouTube
Against All Odds Research retweeted
The Indonesian stock market just had its worst week since 2008.
Are you brave enough to catch this falling knife?
History suggests it's not a horrible idea.
Against All Odds Research retweeted
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You get a full year of my stock reports and subscriber calls, plus 2 days with Louise Yamada, John Roque, Rich Ross, David Keller, Brian Shannon and the rest of Wall Street’s top technicians, who are handing out 60 money-making ideas between them. There are replays if you can’t watch live.
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20 of our 24 public picks are winners, and the spread between our longs and our shorts is running at well over 100% annualized.
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The offer ends Monday at 11:59 PM ET, and your summit link arrives by email before the first speaker goes on Tuesday morning.
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Against All Odds Research retweeted
Reminder that the issues with AI has nothing to do with demand or the growth of AI companies. The issues are lack of power for data centers and rapidly rising debt costs.
You don't grow your way out of those with more AI demand and higher valuations.
the-economy-tracker.beehiiv.…
Against All Odds Research retweeted
The AI Bubble Is Cracking & Bonds Are Bouncing xitter.cf/i/broadcasts/1qxoNYvQw…






















