Cougar

Market hot-takes and indicators, the occasional receipt. Follow for the takes, stay for the charts. 11/10 recommended

[Cougar @Cougar_B]

Learned this game last year with data centers...

Price is manipulated below key TA levels to trigger algo’s, create panic, then panicans are the liquidity before 4x in 4 weeks.

Scotty B knows that healthy and sustainable market growth can’t come from leveraged traders. The final flush before the ‘Blackrock Put’

Small caps and AI / finance proxies 🚀

#BTC #QQQ #IWM #COIN

[Cougar @Cougar_B]

@CRUDEOIL231 @juliajeler Oil is not scarce. The narrative should change

[Cougar @Cougar_B]

Selling euros to buy yen is a warning shot to those shorting US treasuries

This protects Warsh over the next couple months.

No rate hike

[Elon Musk @elonmusk]

Far more than that.

As I’ve said publicly, bandwidth demand will increase massively due to AI & robotics. Their need for data transfer is orders of magnitude more than humans!

Even if the communications market merely doubles in size, I would expect Starlink to reach at least 25% market share outside of China (maybe one day in China too), which would be over half a trillion dollars in revenue per year.

It’s not out of the question that Starlink carries more than 50% of Internet traffic long-term, which would probably be over a trillion/year. There is no obvious impediment to that outcome so far.

[Natalie F Danelishen @Chesschick01]

Never deleting this app. 😂

[Cougar @Cougar_B]

@GavinSBaker Read between the lines…

They’re cutting State property taxes ya’ll 🚀

[Cougar @Cougar_B]

@VivekGRamaswamy Read between the lines…

They’re cutting State property taxes ya’ll 🚀

[Cougar @Cougar_B]

@elonmusk Oh the subtleties #EU

[Cougar @Cougar_B]

@mnicoletos Hah, I couldn’t agree with you more. Luke is ignorant to lot of geo political factors, always has been.

While Brent’s DMT is genius-level, and playing out perfectly. Glad I’m not the only crazy one noticing this

[Cougar @Cougar_B]

@PeterLBrandt The breakout

[Cougar @Cougar_B]

@USTreasury Still haven’t announced what they’re going to do about student loan debt. Tick tock

[Cougar @Cougar_B]

@NickTimiraos Considering the aging baby boomer demographic, it’s gotta be damn near impossible to get an accurate and actionable jobs number.

[Cougar @Cougar_B]

@NickTimiraos Considering the aging baby boomer demographic, it’s gotta be damn near impossible to get an accurate and actionable jobs number.

[Cougar @Cougar_B]

@DeItaone It’s up to the ‘task forces’ that never take the podium. More theatre

[The Wolf Of All Streets @scottmelker]

Senate Democrats - “the Clarity Act ethics provision is too weak, we won’t allow Trump to profit from crypto.”

Do they realize that not passing the Clarity Act allows Trump to…. continue to profit from crypto?

[Cougar @Cougar_B]

@sharanrajani101 If oil falls off a cliff before Jackson hole, they’re going to cut

[Cougar @Cougar_B]

@NickTimiraos Soooo you’re saying they might cut .25 😂 love it

[Cougar @Cougar_B]

@SenJohnKennedy How did Louisiana produce such a gem 😭😭😭

[Cougar @Cougar_B]

@mnicoletos You can’t harden your currency while trying to become the global reserve currency.

USD being the global liquidity in a debt-based economy means you have to mega-print. The demand for T bills is insatiable.

[Cougar @Cougar_B]

@mnicoletos You can’t harden your currency while trying to become the global reserve currency.

USD being the global liquidity in a debt-based economy means you have to mega-print. The demand for T bills is insatiable.

[Cougar @Cougar_B]

@mnicoletos Me thinks we’re moving London gold pricing to Beijing.

A huge carrot we leveraged to have them agree to play nice with Iran and tapering their SPR to mitigate the shock to asia.