Me thinks Silver about to trounce Ethereum. Battle of the alts!

Without lower rates across the curve, the fiscal path of the US is dire. With lower rates, it is not ideal, but manageable. The question is can we do it without blowing up inflation. MMT would suggest we can. I think one way or the other, we are going to find out. It's a

A gentle reminder for everyone

Back to old habits… Mag7 trouncing every other stocks today

Be kind to me today, baby $AEO.

Up 25% AH, not bad baby!

Tourists getting brutally liquidated on platinum futures.

Platinum down a cool 5.5% today.

Only 3rd time in last 25 years that home prices have rolled over nationally, and imo summer of 2022 was a post-Covid run-up artifact. The other time was Q3-Q3 of 2007. 🤔

Think about positioning... Stocks - ATH BTC - ATH ETH- ATH Gold - ATH GOLD MINERS - ATH Real Estate - ATH Nasdaq - ATH Bond Volatility - ATL DAX / UK / ITALY / JAP / CHINA indexes - ATH BANKS - ATH ETH volume surpassed BTC - WTF Retail stock at PE 600 LMAO Half of my Jim Cramer

l always found IPO's rocketing on their first day of trading as an excellent proxy for investor enthusiasm and euphoria. In this regard 2025 is on par with 2000 and has eclipsed the 2020-2021 markets. Jared Dillian

🚨 Tomorrow's job revisions could change everything. Goldman expects 550k to 950k jobs erased, the biggest cut in 15 years. Here’s why this matters more than you think. (a thread)

Can You Hear the EAR? First, what is the EAR? It is the Everything, everywhere, All at once Rally. By that, I mean stocks, bonds, bitcoin, and gold up while the dollar declines. Do I mean that every day all four of those go up at the same time? No. What I mean is that by the

Sentiment right now

The dude bought a BABA 1-year risky ratio (+1x call OTM, -2x put OTM) with a notional roughly 150% of his portfolio NAV, and he thinks GAMMA is jargon nonsense 😂😂. This guy is your typical byproduct of a 10-year bull market. He made $8M USD shorting puts on tech stocks and

Be careful what you wish for. There's a fine balance between bad data and really bad data. Once the economy goes into a deflationary tail spin, there's no stopping it until it gets back stopped. While some of my longs are printing, always remember don't be the exit

PPI in deflation mode. -0.1% vs +0.3% expected. Bullish or bearish?