ＤＡ𝕏ＴＥＲ

Trader | Análisis técnico, macro y psicología del trading | Desarrollando mi propio método de análisis | Únete a Telegram para más!

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

🚨 Tenemos nuevo grupo en Telegram.

He dejado allí el Excel con la trazadora que uso para diagnosticar sectores y factores. Riesgo, rotación, momentum, estructura técnica… todo explicado.

📎 El enlace está en mi bio.

Nos vemos dentro.

— DAXTER

#Trading

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@financialjuice xd

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@citrini No

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

Compren bitcoin:native

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@financialjuice 😂😂😂😂

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@Ortega_Gerardo Son unos enfermos mentales

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@MJLetrada Eso te lleva a una buena dinámica, aunque esto también sirve para ver si te gusta cuando llega el conflicto 😄 La calidad de la discusión, para mi, determina mucho el valor de un vínculo.

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@MJLetrada JAJAJA que poco saben, lo que habría que haber respondido es: Lo que quieres es quitármelo.

En vez de entrar en discusión 😄😏

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@financialjuice HAHA Long BRENT

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@financialjuice

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

Inflación desinflacionaria

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@JuanVzq92341278 No son los bancos centrales quienes lideran, son los mercados quienes lo descuentan primero y terminan forzando la respuesta de la política monetaria.

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

$BTC 150k-170k AUGUST 2026

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@Swordfishv44183 True

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@mubarak_sl and now?

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

BEST SHORT $BTC #BITCOIN EVER EVER EVER EVER

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

#BTC #bitcoin https://t.co/RT3o8qukSG

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

BEST SHORT $BTC #BITCOIN EVER EVER EVER EVER

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

BEST SHORT $BTC #BITCOIN EVER EVER EVER EVER

[ＤＡ𝕏ＴＥＲ @DAXTER_Trader]

@wallstwolverine

[Barchart @Barchart]

U.S. Banks are now sitting on $337 Billion in unrealized losses

[Jeffrey P. Snider @JeffSnider_EDU]

BlackRock’s Credit Fund Just Blew Up (What You Must Know)

Their TCP Capital fund announced they're slashing 19% off their net asset value. Not 2%. Not 5%. Nineteen percent.

But here's what should really concern you:

Six investments. Just six loans created two-thirds of that loss.

That ain't diversification. That's concentration gambling dressed up in a suit.

And remember - this is a publicly traded fund. The only reason we're seeing ANY of this is because they're legally required to disclose it.

The rest of private credit? Hidden behind what I call "mark to myth."

They can basically make up whatever number they want until reality forces them to stop.
Meanwhile

11% of TCP's income is now "payment in kind" (translation: borrowers can't actually pay)

Non-accrual loans jumped from 7% to 9.6% in just one quarter

Blue Owl just had to let investors pull 17% of assets after a "deluge" of redemption requests

This is Stage One of the credit cycle downturn playing out in real time

The question isn't whether there are more cockroaches. There are always more cockroaches

The question is: what happens when flat beverage gets even flatter?

That's exactly what we're breaking down at Eurodollar University Live - President's Day weekend in West Palm Beach.
We will be touring an actual distressed debt fund to see where the opportunities are

Me, Steve Van Meter, Hugh Hendry, George Gammon, Brent Johnson, and Mike Green. Small groups of serious investors

We've got a handful of spots left. VIP is down to one.

If you want to actually understand what's coming - not the sanitized version, but what's really happening in credit markets, the dollar system, and the macro picture - this is where it happens.

Link below.
https://t.co/tVfGkPNm9i

[Willem Middelkoop @wmiddelkoop]

BREAKING

First European pension fund dumping Treasuries