axcilla (@axcilla) header
axcilla (@axcilla) profile picture

Macro on yields, inflation, and debt. Most people calling the peak haven’t lived through normal rates.

NC USA
Joined June 2021
Private planes dont fall from the sky. Insurance payments and desperate people do though
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We dumbed down society amd the worldasa whole it will take another generation to figure out who is in charge
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When the big accounts start blocking replies you know they were either paid to pump or just lost so much money they had to show up
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No one remembers 2007-2015 thays why the buy the dip crowd is delusional
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Inflation has stopped making most speculation a hobby, but they hid all this during the last few monts
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the dems will win the house but no one will know who wins the senate till 7-10 days after the election
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Number go up and AI has been the only basis for growth since 2023, what do we have now? Only unprofitable companies should be pumped up because they cannot refinance at these rates
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Downvember
BINANCE SEES $3.5 BILLION IN OUTFLOWS AFTER RECORD $6.3 BILLION HACK Binance recorded more than $3.5 billion in net outflows Sunday, according to DefiLlama, after resuming withdrawals following a $6.3 billion cryptocurrency theft. The exchange says it has replaced 95% of stolen assets, with withdrawals now stabilizing. The FBI attributed the attack to North Korea’s TraderTraitor hacking group, although President Trump said the country’s involvement remains uncertain.
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We likely will see some of the closest elections we have seen in decades and many wont be called until at least Friday even making uncertainty more certain
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They can only roll negative equity into more expensive cars which is making the doom loop of car loans even larger
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For no forward guidance these people love to talk
🇺🇸FED SPEAKERS THIS WEEK: • FOMC MEMBER HAMMACK (THURS. 8:50AM) • FOMC MEMBER BARKIN (THURS. 9:10AM) • FOMC MEMBER WILLIAMS (FRI. 4:30AM) • FOMC MEMBER MUSALEM (FRI. 9:10AM) • FOMC MEMBER BOWMAN (FRI. 12:15PM) $DIA $SPY $QQQ $VIX
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The great Uptober
"Uptober" market recap: • BNB $BNB: -8.4% • XRP $XRP: -16.2% • AMD $AMD: -17.5% • Intel $INTC: -45.3% • Bitcoin $BTC: -7.3% • Micron $MU: -16.9% • Meta $META: -15.2% • Solana $SOL: -18.8% • Nvidia $NVDA: -10.4% • Reddit $RDDT: -35.6% • SpaceX $SPCX: -10.7% • Ethereum $ETH: -16.3% • Google $GOOGL: -18.7% • Coinbase $COIN: -23.0% • Robinhood $HOOD: -24.5%
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AI is running out of human inputs and the agents are eating the tail. The degrading or outputs has only just begun
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I have no idea what happens Tuesday but if the polls are wrong prediction markets should be banned as propaganda
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Social media and inflation turned halloween into a sad adult holiday
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axcilla retweeted
Oh my….
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axcilla retweeted
Jim Cramer is a legend
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we have seen generational highs for many stocks now, thats why even when SPY was down over 2% volume was low,. the only thing lest for now is the passive bid for suckers
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Trillions
This is not a memecoin. Billions were lost in the market today.
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axcilla retweeted
Before this year, the last 7 times that SPX was negative at least 4 of the 5 months between Jun/Jul/Aug/Sep/Oct, SPX finished the year negative. The last time it happened and SPX finished the year positive overall was 1971.
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