mamba

NFA trading journal for reflection. This will be a stream of conscious/schitzoposting account

[mamba @0xregarded]

@DrRabbit231 This tweet shouldve gotten more love then it did

Banger

[mamba @0xregarded]

@smoovie420 Isn't this bullish and showing an unwind is happening

Like longer term

[mamba @0xregarded]

I think $tao and $sky worth monitoring to buy at bear market lows

[mamba @0xregarded]

@ChampionsA13751 Probably the most shameless tweet I've seen on x

[mamba @0xregarded]

@DrRabbit231 About to join tomorrow

See you in the orderbooks 🫡

[mamba @0xregarded]

@DrRabbit231 Rip my bags or poverty

[Tyler Neville @Tyler_Neville_]

After today, credit markets are even better positioned as the Fed now has the political capital to ease.

The inflation spike case is off the table. The economist experts were wrong again.

Lacy Hunt was right! The Fed is behind on easing.

2 year nominal and 2 year breakeven inflation rolled much lower.

The liquidity cycle is actually turning up even tho growth risks in certain sectors pervade.

This is a microcosm of how much the debt markets need yield:

“Lenders are agreeing to fund 80% to 90% of the total cost of a data center project, said Jason Tofsky, global head of digital infrastructure banking at Goldman Sachs. 

Data center lenders have typically funded 65% to 80% of the total cost of new developments, according to data from real estate firm JLL.” -The Information

That doesn’t seem worrisome, in fact, might even be the next stage of euphoria…

This is next stage when the sociopath liars come out of the woodwork to try to fund nonsense and oversupply the market with bogus equity.

[Tyler Neville @Tyler_Neville_]

Looks like the start of a whole new easing cycle🤷‍♂️

[Tyler Neville @Tyler_Neville_]

It’s a global fiscal super cycle meant to get nominal growth humming

Bring back “The Great Rotation” from 2009!!

[mamba @0xregarded]

Adding kled here

If I had to rank them as of now

1. Nobody sausage
2. Kled
3. Unstable

I think the runner will be really obvious once it appears so "hunting" for it is just a fun exercise to get on chain reflexes going again

[mamba @0xregarded]

I think if we get a bearish fed this week we probably get our next runner forming in the weeks following

I think @lazyvillager1 spoke about how runners are usually created during down markets

[mamba @0xregarded]

I think two in my mind right now are

Unstable coin

Nobody susage

Will be starting positions in both this weekend

[mamba @0xregarded]

@Timeless_Crypto Yeah this would be dope. Could be stream of consciousness type thing too

Getting a better gauge of what factors you consider before executing a trade would be really helpful type shit

I'd keep comments on, just don't get annoyed by clown reacts. People will do it to troll

[Tyler Neville @Tyler_Neville_]

With all the retail bullishness centered around single-stocks, you would expect investment managers to be a bit more bullish....

Surprisingly another survey showing underinvestment from the institutional crowd.