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I have been trying to figure out the soft landing scenario too but I just think things are so tricky. The UK is projecting their peak unemployment in 2025. Of course, no one is that great at projecting macro economics that far forward but I think it puts the timeline in perspective. The...

Finviz heatmap does a good job of visualizing what happened with USD so red

I wouldn't even waste my time clicking a video that has a rocket ship and a figure of $50,000. I am honestly not sure I have ever seen a trading video on youtube that wasn't complete bullshit with the profit coming from content creation.

While the financial media keeps talking up a Fed pivot, Fed Funds futures have started pricing in higher Fed funds next year. In the last two days 525-550 for July has really been bid up. Pretty sure that was a big factor why cloud computing stocks got crushed. SNOW down 12%, DDOG 6%, NET...

Inside the House of Money is pretty much in the same style as Market Wizards. The Man Who Solved the Market is a really great book to better understand modern hedge funds. I finally gave The Big Short a chance a few months back and really found it a fun read. Fortune's Formula is a...

I am sure you could automate 90% of banking but it is not clear to me how this is going to work when you have all these people in the middle hording the network resources. "MATIC, a utility and staking token within the Polygon blockchain ecosystem, rose over 18% to $0.985 after the...

This guy really needs to read some Soros and reflexivity. These type of crypto narratives act as if the Fed will act exactly the same as they would have in a world without crypto. Maybe crypto super bulls don't want to think about this because it cancels out their main thesis. There is...

I think this is the new reality. You have to build your own baskets and get back to individual stock picking because getting great returns from SPY is the QE world and that is not going to work in the QT world. The dispersion of returns in the QT world is going to be far more between the...

I might have went overboard today but feeling pretty good right now. 27 buy orders today, 4 canceled, 23 filled $89.37 basis overall on my position. I should have been able to get that under $89 today but it reminds me why I am not a day trader. I was looking at a basket of CRM, SNOW, NET...

I am sure anyone with a decent amount of net worth that has an established relationship with a relationship banker could get a revolving line of credit at a decent rate to do with it as they please. It would be secured by the assets you already have with the bank. That is hugely different...

Yen futures short looks nice on a daily chart to me with a tight stop but I never mess with Japan or Argentina. The price hasn't reacted much to the Fed signaling a higher overall move in rates while BOJ does their usual odd moves. Those two economies never make much sense to me though but I...

My goal is ultimately to try to buy the low tick. GLD under 151 is just nice entry today. My reasons for getting long are not on the chart though. I am betting that gold is so out of favor right now that it gets back a bit more in favor, shorts take profit along with USD starting to get...

The time to buy energy stocks was when oil was at -$36. Easiest trading signal ever was that XOM was probably not being priced rationally with oil at -$36. I am almost ready to trade my XOM for beat up tech but that div yield is tough to let go of. Bank stocks can only really grow through...

I bought $3k worth today over 5 orders. I have $5k something total right now and would like to get that to about $20-30k. A year from now though it is hard to see any positive narratives here as Reality Labs is going to burn a ton of cash next year too. The metaverse as a total failure is...

I got a swing trade long with GLD just now a bit off the low for the year but under $151 so that works for me. Of course, there is a bit of risk here that other central banks can't keep up with the Fed so USD is not done yet. I am so over exposed to USD though right now I have to do something...

I am building a long position in my Roth and plan on holding for 20 years. I can totally understand shorting here but I am just going to slowly buy on beat downs over the next year or two.

I got filled long at $89.09 just now. I am good right now until the next beat down.

Yes, robust growth must continue, we are on the right path as anyone can see in a chart of the Hang Seng

This is the best line ever in their 2021 annual report "We have incurred significant operating losses in the past, and we may not be able to maintain profitability or accurately predict fluctuations in our operating results from quarter to quarter." Musk seriously must have been high and/or...

The 8 bucks a month really isn't going to mean much when there are only 420,000 verified users. I just saved the Q2 earnings release for the comedy gold it is. It was an awful run company that Musk got taken to the cleaners on the price. Hysterical they spent 800 million on research and...