In February 22, we compared US tech stocks to the dot.com bubble and suggested selling the #Nasdaq .Back then, one of our favourite charts had just hit its March 2000 highs. Well on Friday, it broke key support suggesting tech will continue to underperform.

🚨BREAKING: World Economic Forum announces new mRNA technology they will use to “edit and write your genome” for beneficial purposes while having “write level permission” and giving credit to mRNA COVID vaccines for their mRNA code.

Cuando un gobierno no combate efectivamente la criminalidad, no es porque no tenga la capacidad de hacerlo, sino porque los cómplices de los criminales son los que están en el gobierno.

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If the S&P can’t make a technical breakout during this “goldilocks” transitory period, then it is well and truly over.

RL1 tagged $BTC Fair to argue this was the spring in PC and not ST in PB. We lacked the creek+surprise element that comes w/ that test it took 2mos to get out. The markup to the upper RL1 is present so 🤷🏻‍♂️ Was majining a massive accum followed by a giga run, echo🫧 also works.

Dollar Tweet Storm: Ok Im a dollar bull, not just a bull but like the dollar is going to rip your face off, throw it on the ground and stamp all over it and then punch you in the kidney sort of, Dollar Bull, so probably ¼ Bullish what Santiago Capital is 😉 So let’s get to it. $DX

New lows for the US Leading Indicator index. This indicator has a 100% hit rate on anticipating recessions with a 7-8 months lag. It's now pointing to a recessions starting in Q2, and on par with the 2001 recession. Markets, in the meantime: Soft landing & La-La Land

My latest thoughts on cypto: sec.gov/news/speech/pe… TLDR: We need to approach crypto regulation carefully in 2023, but people in crypto shouldn't wait for regulators to solve problems that manifested during 2022.

Looks sustainable

How we feeling about this Santiago Capital feels close…

By the time everyone is looking at a trend line, it simply ceases to exist

Take note

Our $SPY market view, from our 2023 outlook, simplified. We’re in the PIVOT window between the bond bear market (2022) and hard landing (when claims rise in H2’23). Unlike other bears, we see the pain later. Until then, going nowhere fast… $TLT > $SPY. #macro #HOPE

bro

It gets posted a lot but this remains one of the most important charts in the world, imo.