Biggrinner

[Biggrinner @Biggrinner1]

@LynAldenContact My macro is Chapter 13 of Stolguard 😂

[Biggrinner @Biggrinner1]

@alphaticaio Im talking about now not what may or may not be discounted in the future

[Biggrinner @Biggrinner1]

@alphaticaio Isn’t it more about oil and bonds rather than earnings ?

[Biggrinner @Biggrinner1]

@LynAldenContact Ordered it. Im a sci-fi nut plus I appreciate all of the great content you put out.

[Biggrinner @Biggrinner1]

@MarciSilfrain and what did you learn ?

[Biggrinner @Biggrinner1]

@alphaticaio Do you guys track liquidity. That money printer is running overtime ?

[Biggrinner @Biggrinner1]

@MarciSilfrain Market feels different today (Australian time) Sketchy with a volatile Asian session- Feels like something brewing

[Biggrinner @Biggrinner1]

@alphaticaio Do you have data on what happens today ?

[Biggrinner @Biggrinner1]

@alphaticaio This is not my analysis. Claudes take. Every prior instance where this ratio reached current levels, a recession was either:

Already underway, or
Within 1-3 quarters of beginning. Gives me reason to pause

[Biggrinner @Biggrinner1]

@alphaticaio Claude’s take. This time might be different because
•A 0.84 Leading/Coincident ratio
•A gamma cliff losing 72.6% by May 15
•A breadth signal that’s only fired twice in 25 years
•A carry trade unwind beginning
•A binary NVDA event on May 20

[Biggrinner @Biggrinner1]

@michaeljburry I remember the album I had by Budgie who wrote Breadfan - love it

[Biggrinner @Biggrinner1]

@MarciSilfrain Depends on time of day and momentum

[Biggrinner @Biggrinner1]

@MarciSilfrain Think about how I could have traded better. What did I miss. Did I get sloppy.

[Biggrinner @Biggrinner1]

@MarciSilfrain Love the symmetry. Congratulations BTW. Great trading

[Biggrinner @Biggrinner1]

@SJosephBurns Waiting

[Biggrinner @Biggrinner1]

@elonmuskTN 56

[Biggrinner @Biggrinner1]

@SirPickle_ OF

[Biggrinner @Biggrinner1]

@musk_news13 👍

[Biggrinner @Biggrinner1]

@VolatilityVIX Trend is your friend

[Biggrinner @Biggrinner1]

@StoicTA STOIC