$CRNT $2.69. Updates and increases guidance. Still long. sec.gov/Archives/edgar…

$PXLW Still not expensive at all here at $2.01. Disney deal.... The game is changing. I'm still long.

How do you say you're in Apple without saying you're in Apple... In the $PXLW conf call.. insidermonkey.com/blog/pixelwork…

$FCX *FREEPORT SEES 2Q GOLD SALES ABOUT 30% BELOW APRIL 2024 GUIDANCE

It's happening. I was a year early. We said May, guess it'll be Sept... In any case... Here comes the recession....

Still short $TSLA... Been trading around the position.

My position: I'm Short Cyclical Industrials: $BHP $RIO $FCX $CAT... Long the long bonds, $TLT at $91. Short select tech mega caps, $TSLA, $CRWD (which I believe will see huge headwinds the next year). Still long a few select individual stories. Running Gross 167%(+50% long bonds,

This is the real deal, IMHO... Sell time... The first Fed rate cut is the tell for the BEGINNING of a stock decline. We'll get some selling and buying until the real numbers start coming in September. Then look out below.

Central banks' reckless gamble with low rates fueled a global debt binge. Now, the bill is coming due. Inflation forced their hand, but the damage is done. A painful reckoning awaits. #centralbanks #inflation #debtcrisis #economy

China warns winter is coming for iron ore miners afr.com/companies/mini…

Great time to be short industrial commodities. $BHP $RIO $FCX. Long $CCJ for a slight hedge against those short positions.

Recession signs... Cutting auto production. wsj.com/business/autos…

Iron Ore is under $90 a ton today . It was over $140 a ton in early January . It’s mostly due to collapsing China demand . Same is happening in copper and oil and a lot of base metals too. This is why markets have 3% Fed Funds priced in out a year

Temperature check on the economy 🌡 For anyone in the car business - how's your month going? (Tell us what region you're in and what type of cars you sell) Hit me!

China is not going back to the old ways of doing things. The sooner you recognise this, the sooner you'll stop incinerating capital on every false stimulus headline.

The Aussie market is easing on Monday morning. The #ASX200 index is down 31pts or 0.4%, weighed heavily by the materials sector. Miners $BHP, $RIO, $FMG & $S32 are falling between 2-4% amid a slump in the price of iron ore.

This is an ominous sign The unemployment rate has moved above its 36-month MA Such a development has happened 10 prior times since 1952 Every single time, it ended in a recession

U.S. Treasury bulls in complete control with 10Y futures taking out key levels. Big volumes have accompanied the move, too. Looks like the highs for yields are in.

Remember, the beginning of the word "Crypto" starts with "Cry"