Global macro and currencies • Trader 40+ yrs (age... or experience?)
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Joined December 2021
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Everyone wants to catch the falling knife in the bond market
open.substack.com/pub/fxmacr…
Consensus: short bonds, long oil and nervous equities
open.substack.com/pub/fxmacr…
Saylor: when Bitcoin goes down, $MSTR will drop more because of leverage. When bitcoin:native goes up, our stock will go up more.
The thing about leverage is that it magnifies drawdowns more than the way out of a drawdown. Poor guy left holding the bag…
NEW: Saylor and Phong address a question from an $MSTR shareholder who invested $73,000 in the stock for each of his three children.
Each position is now worth just $20,000.
Newsletter Consensus: long gold, short bonds
open.substack.com/pub/fxmacr…
Pro-tip: if someone talks to you about “weekly returns” and wears his baseball cap backwards in his profile photo… RUN
This feels like a short-term parabolic move that will be over soon. Nothing compared to the craziness that we’ll eventually see at the top of this cycle, though.
Everybody who hates this tweet because the ECB has nothing better to do believes that their social media team is running monetary policy 😂
FX Macro Guy retweeted
Stream your favourite financial content into @HarksterHQ research inbox, including bank publications, independent research, podcasts, financial press and more. "It's like Tweetdeck for financial research".
Some of the latest additions are as follows… @acrossthespread @AlphaPicks @cluelessfund @PauloMacro @PrimeTrading_ @fkronawitter1 @jbarrineau2 @AMERICANECONOMYDAILY @Globalflows ... follow their research and more @HarksterHQ
Just discovered the YouTube rabbit hole of sped up classic pop songs... way more fun than I want to admit to myself.
Haven't looked at the sector rotation graph in a while. Interesting to see how Energy is lagging and Real Estate has recently become a leading sector.
Making sense of who owns which commodities 👇
Geopolitical decoupling and commodity prices, by @JoachimKlement open.substack.com/pub/klemen…
Great read 👇
Risk Depends On The Resolution, by @KrisAbdelmessih open.substack.com/pub/moonto…
FX Macro Guy retweeted
Everyone should read Friday Speedrun by @donnelly_brent even if it is just for the pictures
This pic is 🔥🔥🔥and the best review of Friday's price action
Wow, a fake AI-generated ad onYoutube with @saylor promising to double your Bitcoin or Ethereum if you send him some. The voice is very convincing, lips aren’t in sync, though.
