ct-2025

[ct-2025 @ConvexTrades]

Wil be documenting a couple of trend following systems and documenting their performance.

[ct-2025 @ConvexTrades]

Market has come back to its June 2 peak.

Could this be a sign of things for eve next few months???

[ct-2025 @ConvexTrades]

@unusual_whales Time to sell!!! Greedy when everyone fearful and fearful when everyone greedy!!

[ct-2025 @ConvexTrades]

2. Is this just a self feeding supply chain? Clearly this cant be sustained over a long time. But how long can this continue to grow.

3. What is the risk to this kind of growth? Are end customers actually paying for the high cost? What if they stop paying tomorrow?

[ct-2025 @ConvexTrades]

1. What does this really mean? Is it earnings expansion or just inflation expansion? Is this the company doing well or is it piggybacking financial expansion on supply crunch. Where is the demand coming from? Only from other hyperscalers and chip makers.

[Micron Technology @MicronTech]

Today, Micron reported our Q3 FY26 financial results. Learn more: https://t.co/23iktTsc8n

[ct-2025 @ConvexTrades]

Question should be why has it not happened so far - South Korea stocks crashed 18% in two days. Could it happen here? @CNBC https://t.co/fYIZRN1V0m

[ct-2025 @ConvexTrades]

A case study of OPEN https://t.co/OgY0JTgLFw

[ct-2025 @ConvexTrades]

@charliebilello Add #7. Personal and household debt: All time high

Then add #5 and #7 and you will get answer to all the other points.

[ct-2025 @ConvexTrades]

Who thinks December rate cut to support the struggling labour market will actually lead to more hiring? And not actually lead to more AI spending to displace more human workers? Or other stock boosting activities!

[ct-2025 @ConvexTrades]

Ray Dalio says America is developing a ‘dependency’ on the top 1% of workers, while the bottom 60% are struggling and unproductive https://t.co/e5dzIX9XvS

[ct-2025 @ConvexTrades]

@unusual_whales There will be so much critical mineral and rare earth that they will neither be critical nor be rare.

[unusual_whales @unusual_whales]

There are more private equity funds than McDonald's in the US, per Bloomberg.

Read more: https://t.co/wAnrbLUzRY

[Sportsnet @Sportsnet]

THEY DID IT, CANADA 🇨🇦

FOR THE FIRST TIME SINCE 1993, THE BLUE JAYS ARE HEADED TO THE WORLD SERIES 🏆

[Canada @Canada]

World Series, here we come! The @BlueJays are the 2025 American League champions, putting Canada back on baseball’s biggest stage for the first time since 1993. The nation’s fired up—let’s go finish what we started! #GoJaysGo #WantItAll 🇨🇦

[Montreal Expos @Montreal_Expos]

How it started How it’s going

[HKWealthLab @HKWealthLab]

HOLY SHIT, WE’RE GOING TO THE WORLD SERIES
GO JAYS GO

[ct-2025 @ConvexTrades]

/3 However, if buyers step in, and price breaks through ema 21 in the process causing ema 5 to rise above ema 8, this could be a good swing.

[ct-2025 @ConvexTrades]

AI software and AI chip companies are beginning to show divergence. $amd is trending down since October. It’s trading below its 21-day and 50-day moving average since Oct end 2024. It has made multiple attempts to cross ema 21 but has failed. /1

[ct-2025 @ConvexTrades]

/2 $amd is likely to continue push to ema21. if there is a rejection from ema 21, its likely to start a new leg down. Ema 5 staying below ema 8 is also pointing to a leg down. This is the most likely scenario if there are no sudden tailwinds. /2

[ct-2025 @ConvexTrades]

Is $ES_F showing the sign of things to come? Showed full spectrum volatility in the first 3 hours of trading. Gapped up then low down all the way and then high up all the way.

[ct-2025 @ConvexTrades]

@biggus_maximus @coolbutstinky I think there was a history behind the naming. The founder, an immigrant from Greece I think, wanted to visit Boston and hence his choice of name.