Catch the big trends & keep it simple. Engineer and CFA. Entered markets in '99. StockTwits since '11. Not investment advice.

Vancouver, British Columbia
Joined March 2020
We're in that brief period of time when heavy-GPT users, with keen judgement and patience for numerous iterations of removing 'slop', will look like 'beasts' to their peers.
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You'd have to be crazier to be an inflationista than a deflationista.
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Food, rents, housing prices are falling... And you're bearish?
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Goldman Ag Index. Failed breakout. What inflation?
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LFG
Very bullish look for the NYSI & NASI
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AI was the main driver of this bull market since 2023. With Capex spending/debt loads in question, what'll carry the baton is living costs being in a stage 4 decline. Real estate, ag commodities, etc.
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Brian G ☀️ retweeted
June's failed breakdown in $MA vs. $SPY was a precursor to the failed breakdown in $ZROZ ... which in turn, is likely a precursor for $FINX $JETS outperformance. It used to be that bond market would sniff out moves in advance...it's been a lagging indicator this decade.
$AFRM Monthly. Coiled tightly.
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$ARM was a powerful setup in April. $AFRM is a powerful setup today.
$ARM Weekly. Powerful setups like these in secular themes are getting lost in all the geopolitics & oil noise. $NVDA $AMD
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June's failed breakdown in $MA vs. $SPY was a precursor to the failed breakdown in $ZROZ ... which in turn, is likely a precursor for $FINX $JETS outperformance. It used to be that bond market would sniff out moves in advance...it's been a lagging indicator this decade.
$AFRM Monthly. Coiled tightly.
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$AFRM Monthly. Coiled tightly.
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Consumer Finance - breakout! $V $MA $PYPL $XYZ $DAVE
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Incredible how many things I was dead wrong on: Hardware vs. Software $SMH $CIBR Brazil vs. US $EWZ Solar vs. Oil $BNO $TAN Falling rates $FINX $XLRE Though I was correct on: Crypto vs. Gold $IBIT $GLD
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$UUP Weekly. Fresh breakout.
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Credit spreads. Buckle up.
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Gold vs. Brent Crude. The largest H&S top in the commodities market. $GLD $BNO
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$XMR can 10x and still only be 7% of $BTC
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Brian G ☀️ retweeted
there is no moat
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Puzzle pieces... 1. Some major banks are detecting unauthorized access to customer accounts from third-party agents. 2. Cybersecurity stocks are leading the market $CIBR 3. Monero is outperforming Bitcoin $XMR $BTC xitter.cf/alphacharts/status/211… finance.yahoo.com/technology…
$CIBR $EWZ $XLE at/near 52-week highs. $GLD $URNM $KWEB $WGMI at/near 52-week lows.
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$CIBR $EWZ $XLE at/near 52-week highs. $GLD $URNM $KWEB $WGMI at/near 52-week lows.
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