Dejan Plavše

IT / Management / Organization

[Brad Lea @TheRealBradLea]

Rule #1: You have to BELIEVE in yourself.

[Vala Afshar @ValaAfshar]

Once the storm is over, you won’t remember how you made it through, how you managed to survive.

You won’t even be sure, whether the storm is really over. But one thing is certain.

When you come out of the storm, you won’t be the same person who walked in.

—Haruki Murakami

[Ray Dalio @RayDalio]

Be audacious. There is always a best possible path. Your job is to find it and have the courage to follow it. What you think is attainable is just a function of what you know at the moment. #principleoftheday (1/2)

[Vala Afshar @ValaAfshar]

Ask yourself: is it worth the climb?

[Avalon Penrose @avalonpenrose]

a normal person explains cryptocurrency:

[Mark Minervini @markminervini]

It doesn’t matter how much you want something. The success you ultimately experience will be proportionate to how willing you are to do what it takes and prioritize, and that willingness and commitment will be tested. Embrace it. We grow and learn through passing tests.

[Mark Minervini @markminervini]

No one knows how low the indexes will go, but the probability that today was the low is near zero. Markets don't meltdown from the highs, they accelerate. No one expected the 87 Crash and many were buying "bargains" just before hell broke loose. We have not covered our SPY short!

[KKGB @INArteCarloDoss]

Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy change to curb leverage.
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[Adam Cochran (adamscochran.eth) @adamscochran]

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Evergande and other Chinese developers stocks dropping off a cliff in the HK morning session today.

Here is what you need to know about why Chinese Real Estate may impact crypto and even US markets.

[Daniel Lacalle Official Account @dlacalle_IA]

Today we have the largest spread between the Taylor Rule and Fed funds rate in 51 years.

Using this model is a guide, short-term rates should be at 6% today.

A great reminder of how trapped the Fed really is.

[Otavio (Tavi) Costa @TaviCosta]

Crazy to think that China's non-manufacturing PMI is now significantly lower than it was during the GFC.

Note that this indicator didn’t even budge back in 2015.

Either China's credit cycle has peaked or the CCP crackdown is severely impacting economic growth.

[Holger Zschaepitz @Schuldensuehner]

In case you missed it: US Auto debt has climbed to record high of $1.42tn due to increased prices for used cars. A huge share of total loan originations were attributed to sub-prime consumers.

[Mark Minervini @markminervini]

I'm often asked... how long do wait on the sidelines when conditions aren't right? My answer is always the same... as long as it takes. #sitoutpower

[Mark Minervini @markminervini]

If you are thinking about quitting when the going gets tough, you are not seeing the big picture. The whole idea is to out last everyone else during difficult periods to be one of the few that hit it big during good times. Giving up or changing strategy is what most do.

[jeroen blokland @jsblokland]

YIKES! US Consumer Sentiment plunged to the lowest level since 2011.

[Otavio (Tavi) Costa @TaviCosta]

At these valuations and levels of inflation:

Real free cash flow yield for tech companies is now at its most negative since the bubble.

[Alessio @AlessioTMAD]

Retail money funds 👀

[Daniel Lacalle Official Account @dlacalle_IA]

United States credit impulse plunges.

Must be the lack of stimulus :)

[jeroen blokland @jsblokland]

Monetary tightening is upon us! Chart @topdowncharts