Larger timframe, I stay bearish. For next week or so a Bounce is fine but I dont expect rallies to continue for much longer. $SPX . I will turn bullish only after Q1.
I am holding as much as Cash i can.
The unwind when investors demand returns on capex into the next few quarters will be nothing short of glorious $META $AMZN $GOOGL $NVDA $TSLA $CRWD $CRM
The only company who hasn’t increased capex?
$AAPL
Bruce retweeted
The implications for the Fed:
-All eyes will now be on Warsh's Q&A at the IMF meetings in Thailand (11:30 pm Eastern time US on Thursday). Markets aren't sure where to price October odds, which moved up to 50%.
-The Fed minutes and some high-profile Fed speak had indicated the bar to raise rates at consecutive meetings, in October, was higher than the market thought it was. Would one report change that? You could argue it either way: No, the Fed doesn't want to look like it is over-reacting to one data point; it wants to focus on broader trends. But the broader trend after this report doesn't look great and raises the question: If you think higher rates are needed, why wait.
-At a minimum, it reinforces the case for going again in December, lest there was any doubt about it. wsj.com/livecoverage/stock-m…
Replying to @sivajagan17 @realweirdgene
Real estate is a tricky one and has many nuances, I only invest in rental properties where I can build an ADU here in Calfiornia.
In general...don't invest in areas you don't actually know, somewhere within 1-2 hours driving distance maximum is my rule of thumb.
Also, management companies suck. Find a friend/family member to run rentals or do it yourself.
Don't invest in trends or flips, it's more headache than its worth.
Equities are my main squeeze, but wanted to expand on my crypto decoupling theory from $SPY and $QQQ. (holding $BTC $ZEC)
$ZEC remains a top 5 crypto imo, and with its inclusion on $HOOD today we open the path toward further adoption.
If we hold the $355-$360 flag break, the path to a higher high between $420-$445 is wide open.
Geopolitics are pulling markets every which way, and money as we know it continues to be inflated away.
I'm not a doomer, but insurance is wise here - the privacy narrative and continued $ZEC breakout is gaining steam 🌪️
Replying to @thebarbergreg
We do have a free discord room where I share $SPY only alerts
Link is up at SPXplays.com
Not journaling/reviewing your trades is like going to the gym and not eating properly.
$SPY $SPX $QQQ
Tradedogapp.com
Every time you starve an old habit, you're feeding the creation of a new one....
1️⃣ Pinpoint the specific triggers (old paths) that activate your behavior
2️⃣ Deliberately change teh way you react, starve the old pattern/response. That mental strain you feel is growth happening in real time.
3️⃣ Do the thing that will feed the new habit, whatever your chosen replacement behavior is.
4️⃣ Reward yourself, celebrate the small win with some positive reinforcement to cement the new pathway/habit.
Rinse/repeat for 30-60 days and the old habit will LITERALLY be gone from your brain. The new pathway will become your default 🧠💡
#habits #psychology #growth #mindset #neuroscience

















