My views own all. Analyst in the @colin_gladman @CTGcapita1 discord. Macro (the useful kind), VPA & pattern trader. Not financial advice, just chill charts.
We’ve been tracking gold and $GDX in the @colin_gladman discord for a reversal since May 22nd and the team has already been eating after we caught the bounce off previous highs and the 200 day. But I believe this move is only getting started. 🧵
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MAGS update just posted to the team this morning. Still looks weak with only GOOGL and META slightly green in pre-market so far, the rest are red. Are we beginning to see some signs of distribution here? Or are we simply taking a breather before another leg higher? What are your thoughts on the mags here? @CTGcapita1
Another day in June, another lower high on 10YR, another higher high on oil. Every day this macro divergence persists, is a tell the bond market is not pricing inflation fears as much as it was during the second half of May.
Too early to call a regime change, but the path in which the market suddenly starts worrying about growth and not inflation (forcing a more dovish Warsh) is something we have been preparing for by accumulating both $GDX and $TLT.
@MarketWatcher42@thisisorlando@colin_gladman I think (I hope) Orlando is smelling a similar macro pivot. I'm bullish metals, I think $GDX could out perform, have you seen the GDX/GC1! chart doing the rounds @thisisorlando ? Be interested on your take, could be showing miners are about to outperform?
The American nuclear industry had been smothered by bureaucratic red tape for far too long. Thankfully, President Trump is unleashing an American Nuclear Renaissance.
"The result was the most productive year in the modern history of nuclear power..."
Discord alerted with this gem from the Giraffe at $10 yesterday. Trading at $12+ currently. That’s 20% in a day folks. This is just another in a long line of wins here in the @CTGcapita1@colin_gladman@TheBronxViking
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We’ve been tracking gold and $GDX in the @colin_gladman discord for a reversal since May 22nd and the team has already been eating after we caught the bounce off previous highs and the 200 day. But I believe this move is only getting started. 🧵
A valid point! In both cases this trade is built off a broader instinct that the market concludes the worst of disruption is behind us, if it does GDX may never look back, if there is escalation and the strait stays closed, then that may mean stomaching a short term dip or reassessing. There are no guarantees, but this is a bet on what I think is a probable outcome.
Too early to call a regime change, but the path in which the market suddenly starts worrying about growth and not inflation (forcing a more dovish Warsh) is something we have been preparing for by accumulating both $GDX and $TLT.
Some analysis I shared in @CTGcapita1. A small macro signal, but an interesting one. After spending the day tracking SPY (as TLT largely has since the oil shock), bonds caught a bid into the close while equities sold off. Here’s how I think the macro narrative could change. 🧵
But on June 1st we may have seen the first hint of something different. This morning we're seeing a little more confirmation: Metals up, TLT up, yields down, SPY indifferent.