BeFi Capital Investments

Passive Income Through Active Engagements

[Crowded Market Report @Crowded_Mkt_Rpt]

love our discord members:

[BeFi Capital Investments @BeFi_Capital]

@Crowded_Mkt_Rpt https://t.co/qH0GdrDfE1

[BeFi Capital Investments @BeFi_Capital]

@PeterLBrandt @Crowded_Mkt_Rpt gotta love the COT story

[BeFi Capital Investments @BeFi_Capital]

@Crowded_Mkt_Rpt first ever rate cut at the top on the way. (bullish for sure)

[Michael A. Arouet @MichaelAArouet]

While Germany is deindustrializing US manufacturing construction is going thru the roof. Gute Nacht Deutschland

[Crowded Market Report @Crowded_Mkt_Rpt]

"Jason where did you learn how to recognize market turns?" My first hi tic was at 6 years old, in 1973, when I decided to become a Dolphins fan, right after their second, and as it turned out, last super bowl win. You live, you learn.

[fxevolution @fxevolution]

Here are the most trade-able themes for 2024, per institutional investors surveyed by Goldman Sachs.

The only problem is that when rates get cut we usually see markets go down. 👀

Take a look below 👇👇

$SPY $QQQ $IWM $TSLA

[Crowded Market Report @Crowded_Mkt_Rpt]

the mind has an unlimited ability to justify anything if need be to feel better about yourself. the markets however have an unlimited ability to take your money if you do this. be mindful.

[BeFi Capital Investments @BeFi_Capital]

Wouldn't be surprised to see house prices increase further

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Fannie Mae says US housing market is headed for the largest sales slowdown since 2011.

According to Fannie Mae, a government sponsored mortgage company, total home sales this year will fall to 4.8 million.

This is, by far, the lowest since 2011 and not expected to improve in 2024.

Fannie Mae expects home sales to hit 4.9 million in 2024, another decade-low reading.

Even if the US avoids a recession, the housing market will likely struggle for a "long time," Fannie Mae economists said.

The housing market is in desperate need of supply.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Fannie Mae says US housing market is headed for the largest sales slowdown since 2011.

According to Fannie Mae, a government sponsored mortgage company, total home sales this year will fall to 4.8 million.

This is, by far, the lowest since 2011 and not expected to improve in 2024.

Fannie Mae expects home sales to hit 4.9 million in 2024, another decade-low reading.

Even if the US avoids a recession, the housing market will likely struggle for a "long time," Fannie Mae economists said.

The housing market is in desperate need of supply.

[BeFi Capital Investments @BeFi_Capital]

@KobeissiLetter Why is paying interest a bad thing?

[The Factor Report @PeterLBrandt]

Charts develop "apparent" patterns all the time. The vast majority of patterns fail to provide the implied price action, but morph. In my experience only 10% of the patterns I identify (and post on Tweet) are trade-worthy, the other 90% only worth noting

[unusual_whales @unusual_whales]

BREAKING: Seriously US mortgage delinquent loans, which are 90 days or more past due or in the process of foreclosure, fell to the lowest non-seasonally adjusted rate in 23 years at 1.61%.

[The Factor Report @PeterLBrandt]

Want to know what the Fed plans to do with rates in the months ahead?

The Dec 2024 3-mo. SOFR $SR3_F is pricing in five to six rate CUTS of 25 BPs each between now and contract expiration.

Have a less dovish opinion - then time to make a bet.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

600k more realtors than homes for sale

[The Factor Report @PeterLBrandt]

Newbie & wannabee traders obsess about profitable trades
This is the WRONG obsession
Obsess instead over how to properly take losses, how to think about losses, how to manage losing trades, how taking losses is part of the process of finding winners
The winners are good losers

[Amy Nixon @texasrunnerDFW]

Greater Fool Theory Knows No Bounds

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

This does not look good
👇

- deflation coming in vehicle #CPI
- but also tremendous hardship

[BeFi Capital Investments @BeFi_Capital]

@GameofTrades_ looks like a top

[The Kobeissi Letter @KobeissiLetter]

This is incredible:

Fed rate expectations are beginning to price in a rate cut in JUNE, with a 10% chance.

The base case now shows AT LEAST 3 rate cuts by December.

Meanwhile, the Fed has still not committed to any rate cuts.

Markets now think that the Fed broke the system.