Macro-minded & chart-obsessed, my focus is swing trading disruptive assets & capitalizing on big-picture trends. Trade alerts, tools, & education via Patreon.
Joined March 2009
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Trading Apologist retweeted
BREAKING: The S&P 500 is now worth a record $71.3 trillion, up +24% from its March 30th low.
This pushes the total market cap of the US stock market above $82 trillion.
That's ~7.5 TIMES larger than China, the world's 2nd largest stock market, and 28 times larger than Germany.
Asset owners are winning.
Trading Apologist retweeted
Kodiak Sciences $KOD +150%
Its eye-disease drugs Zenkuda and tabirafusp-ted met the primary endpoints in the pivotal Phase 3 DAYBREAK trial in wet AMD.
Kodiak plans to file Zenkuda for approval in Q4, backed by five positive Phase 3 studies.
Trading Apologist retweeted
BREAKING: President Trump says tech executives calling for an AI slowdown are “working for other people and do not have the best interests of the US in mind.”
“These people are revolutionaries for a bad and evil cause,” Trump says.
Trading Apologist retweeted
The system is broken.
You know the system is broken when stocks FALL after the US unexpectedly adds +162,000 jobs in a month, TRIPLING expectations.
Why? Because a strong jobs report means a higher chance of rate hikes.
This is the product 60-straight months of 2%+ inflation.
Markets now "want" a labor market collapse.
Trading Apologist retweeted
The 30-year Treasury has now yielded above 5% for 54 days, rivaling 2006, just 36 days short of that streak.
Rates are high, but that's not just due to inflation fears. Big Tech is turning cash flow negative and increasingly competing with Treasuries for capital.
Trading Apologist retweeted
$GOOGL's next flagship model, Gemini 4, is reportedly performing well in internal pretraining evaluations, but still needs to complete posttraining, per WSJ.
Trading Apologist retweeted
US TSY SEC. BESSENT:
Strait Of Hormuz Will Be 'Bypassed' In 2 Years
In 2 Years, The Hormuz Strait Will Be Like A Worthless Piece Of Water
Oil Will Be Going On Land Pipelines, Not Through Hormuz
Have Had Private Discussions With China On Iran
Trading Apologist retweeted
JUST IN: John Ternus officially becomes Apple $AAPL CEO, replacing Tim Cook.
Trading Apologist retweeted
BREAKING: Chinese memory chipmaker CXMT has begun producing advanced high-bandwidth memory in small quantities, per the Information
Trading Apologist retweeted
BREAKING: Trump says that the US will refill the Strategic Petroleum Reserve using Venezuelan oil
Trading Apologist retweeted
BREAKING: President Trump posts a screenshot of our August 11th post regarding his reported capital gains tax cut discussions, including "indexing" capital gains for inflation before taxes are calculated.
It appears President Trump is actively considering capital gains tax cuts.
Trading Apologist retweeted
JUST IN: 🇯🇵 Japan to launch blockchain-based system for instant settlement of stocks and government bonds.
Trading Apologist retweeted
US TSY. SEC. BESSENT:
US YIELDS DON'T REFLECT UNDERLYING FUNDAMENTALS
LIQUIDITY ON 30YR IS PARTICULARLY POOR
Trading Apologist retweeted
Linear scale paints a beautiful picture for $MU
Its saying everything above 1000 is bullish for all time highs again
Trading Apologist retweeted
36-year-old Actress Hayden Panettiere allegedly suffered cardiac arrest after a possible overdose in South Carolina, according to 911 dispatch audio.
Paramedics tried resuscitating her with "advanced cardiac life support," but it was too late.
During an appearance on the Jay Shetty Podcast earlier this year, Panettiere opened up about dealing with the grief of losing her younger brother.
Heartbreaking. RIP.