Eric Shamilov

"The skill that matters today is in the analysis, interpretation and the insight derived from (an) openly available mountain of knowledge," Greg Page, Cargill

[Ray Dalio @RayDalio]

Over the next 15 days leading up to the election, I will be sharing my thoughts about how events are transpiring with references to my changing world order template as described in my book Principles for Dealing with the Changing World Order (published in 2021).

As always, I welcome your comments and suggestions.
https://t.co/Mq6VigcjCz

[Eric Shamilov @EricShamilov]

@SamanthaLaDuc @gammalab_tweets “The Fed will cut rates, how can TLT drop?!” , the market thought…

[Eric Shamilov @EricShamilov]

@jvisserlabs long only copper from here (looking for dips to buy). The forward curve on copper has inverted in the back end after China's monetary/fiscal haymaker

inflation conversation probably comes back soon...

[Meghan McCain @MeghanMcCain]

This is some Gotham City/Batman plot line shit.

[Dividend Hero @HeroDividend]

3. Time is your friend; impulse is your enemy.

[Eric Shamilov @EricShamilov]

@Big_Orrin Your last point is visible not just in oil data but elsewhere in the economy like manufacturing activity

[Jordi Visser @jvisserlabs]

The VVIX is having another day like the day of the lows in early Aug. Back then though, the market sentiment was already beaten down with the PUT CALL ratio well above 1. Friday's PUT CALL was the lowest reading since 2021.

[zerohedge @zerohedge]

What Sanctions? China Imports Record Amount Of Iranian Oil https://t.co/gbU2keNh0j

[The Factor Report @PeterLBrandt]

Here's a serious question for tax accountants or lawyers out there
Tax on unrealized profits (maybe stock owned for a decade or more)
Then likely a change in taxing inheritance wealth transfer
Add the two together, should I bail out of long-held stock now to avoid the disaster?

[Walter Deemer @WalterDeemer]

Read this piece from 24 years ago, "Arrogance". Substitute NVIDIA for Cisco and Occidental Pete for Sears when you do...
https://t.co/qm7SskTUzA

[Eric Shamilov @EricShamilov]

Everyone’s lookin’ for the next picks n shovels play

$stx
$nvda

[Simon Sarris @simonsarris]

I think you should try hard to do everything in life well, down to simple mundane tasks, even jobs you don't like very much. I consider this a duty of the soul, a kind of basic cleanliness

[Eric Shamilov @EricShamilov]

@leadlagreport Covid

[MambaAlerts.com @MambaAlerts]

🚨 🤔
#Bitcoin still managing to hold that lower bollinger and a much more comfortable buy at these levels

We're always holding spot $btcusd and adjusting it with various option structures on $BITO. Right now, it's looking like straight vanilla calls are in order.

Here's a trade we like best below:

And for alerts like these, join us for a free trial at https://t.co/8qtjutDVN3 #MambaAlerts #0dte

[Shaiel Ben-Ephraim @academic_la]

It appears that the attack in Iran was executed through glide bombs. That is important, because those were likely launched not from Israel but elsewhere. In addition, they can’t be traced through radar. This goes with the radio silence from Israel. Meanwhile, an IDF source told FOX News the operation was “limited.”

What the attack was going for is plausible deniability. That will allow Iran to pretend this isn’t a big deal and react without major escalation. Iran seems to be playing along so far.

That would also go with approval from the United States, which seems to have been obtained a day in advance.

[ZUBY: @ZubyMusic]

Pray like it's up to God but work like it's up to you.

[Eric Shamilov @EricShamilov]

Spiritbox - The Mara Effect, Pt.1 (Official Music Video) https://t.co/Nyy4wpwOCK via @YouTube

late night trading music

$nvda #NQ_f

[Eric Shamilov @EricShamilov]

@Mr_Derivatives Lol good one

[MambaAlerts.com @MambaAlerts]

SPX holding 4750... that's the option wall on the #0dte puts for today. There's no macro event... this is all ping-ponging between short-term SMAs... nothing more nothing else

$SPY $QQQ #odte
#optiontrading

[MambaAlerts.com @MambaAlerts]

#bitcoin 45,500 still stands as the real equilibrium price for now. #BitcoinEFTs are out... and prices keep testing and re-testing this level which our #crossexchange index picked up on

#gbtc $bito $arkw $xbtf