Fré 🎄🌕❄️🎆

I use Twitter as a notepad for world but mostly financial news.
Retweets aren't related to my opinion just info that might be useful.

[Fré 🎄🌕❄️🎆 @Fre_His_Notes]

.

[Brett Winton @wintonARK]

People ask where the market is going?

An incomplete question.

Over what duration?

[Ishika Rawat @Ishh_021]

The engineer who built Claude Code from scratch just released a 28-minute video that's pure gold: how to write prompts that deliver ridiculously good results.

I've seen $300 courses that don't even come close to what he explains in the first 10 minutes.

CLAUDE.md files, memory shortcuts, parallel sessions, and prompting patterns that almost no one uses...

All in one single video. Completely free. No fluff. Whether you're a developer, just starting, or have already been using Claude for months, this changes the game for you starting today.

[Ryan Detrick, CMT @RyanDetrick]

The S&P 500 is up 8% YTD

Good time to remember the avg year gains about 8% a year, but average isn't so average when it comes to investing

Only 4 years the past 76 saw a gain between 8-10% (so about avg)

Do we rally from here? Or tank? Because odds are we don't stay here

[Fré 🎄🌕❄️🎆 @Fre_His_Notes]

@techleadhd Correction june ~december 2026

[Fré 🎄🌕❄️🎆 @Fre_His_Notes]

@techleadhd The halving cycle still seems intact.

I’m buying every month from June 2026 to around November 2026, because the bottom will most likely happen somewhere within that period.

I sold portions near the peak, which was also based on that same halving cycle.

[Tom | On-Chain Mind @OnChainMind]

The average Bitcoin bear market drawdown is ~84%.

This one is sitting closer to 52%.

The old Bitcoin cycles had violent upside because they had violent euphoria.

Less air pumped in on the way up means less air to release on the way down.

[The ₿itcoin Therapist @TheBTCTherapist]

Either Bitcoin is broken or the most magnificent bull run of our generation is about to be unleashed

[Michelle Haas @MichelleHaas_]

Did Russia's full-scale invasion of Ukraine lead to a convergence of European threat perceptions?

Prof. Haesebrouck and I provide the first comprehensive cross-national assessment, based on strategic documents from all EU states, Norway and the UK, and 60 expert interviews.

[Callum Thomas @Callum_Thomas]

From the earlier years of The Weekly #ChartStorm -- as featured in this special edition (free report):
https://t.co/rMjlxorX2v

[Callum Thomas @Callum_Thomas]

Stocks for the Long-Run?

This chart provides some useful perspective and a reminder that although those were extremely different times to now in just about every way, markets don’t always just go up all the time every time.

There are plenty of examples across countries and history of relatively trend-less markets and lost decades. It’s not a reason to be pessimistic, but a reason to be pragmatic and ready in case the market doesn’t do what ever finfluencer talking-head tells you.

Practically speaking a key takeaway is to pay attention to asset allocation, diversification, and capital protection.

[Lance Roberts @LanceRoberts]

Crazy stat.
In 2025, SpaceX launched 83% of the total mass sent to orbit and has now deployed more cumulative payloads than the rest of the world combined.

[ChartsBTC @ChartsBtc]

S&P 500 vs Gold — May 2026
S&P 500: 7,413 | Gold: $4,587/oz
Ratio: 1.62
#SP500 #Gold #Markets #BitcoinChartBot

[Macro Charts @MacroCharts]

"One of the clearest setups in years."

The race is on...

[Carson Investment Research @CarsonResearch]

This is now the 8th-longest bull market since WWII at 3.6 years. Of the 7 longest ever, only one didn't reach its 5th birthday, and they averaged over 7 years. So what if this one's only halfway over?

[Carson Investment Research @CarsonResearch]

Stocks gained more than 5% in May. The last 7 times that happened, the S&P 500 was higher a year later every time, up 21% on average, the best of any month.

We flagged this same signal a year ago, before a 28% run.

[Carson Investment Research @CarsonResearch]

What usually happens after a 9-week win streak?

Since 1950, the S&P 500 was higher a month later 9 of 10 times, and a year later 8 of 10, with a median gain of 12%.

🧵

[Ryan Detrick, CMT @RyanDetrick]

Is overall breadth really that bad? @FrankCappelleri with quite the chart that says maybe not.

[Ryan Detrick, CMT @RyanDetrick]

The S&P 500 is up 9 weeks in a row and up 9 days in a row.

The other calendar years to see those two streaks? 1961, 1964, 1989, and 2004.

No year in history has ever seen 10 for both. 2026 could do it over the next two days.

[Ryan Detrick, CMT @RyanDetrick]

Elon Musk makes $3.6 million an hour or about $60k each second.

His net worth is more than the GDP of 125 countries, including Norway, Thailand, Argentina, and South Africa.

[Ryan Detrick, CMT @RyanDetrick]

Earnings continue to support this bull market.

[Carson Investment Research @CarsonResearch]

The S&P 500 has been on a six-week streak, gaining more than 16%, the second-best such streak ever.

Looking at the nine prior instances in which stocks were up at least 10% over six weeks, stocks were higher a year later 88.9% of the time, averaging +17.1%.

🧵 (1/8)