Henrik Solbakken

futures

[Henrik Solbakken @Fundamentaltrad]

@m3_melody question for you M. Do you use stocks/indicies as any form of indicator? E.g $XLRE current attempt for a 4year break-out. Thanks

[Henrik Solbakken @Fundamentaltrad]

@PharmD_KS @agnostoxxx Ryan Cohen ebay takeover

[Henrik Solbakken @Fundamentaltrad]

@StealthQE4 The US looks bad, the rest looks decent.

Sitting in Europe(Norway), politicians, macro and fund manageres are in shock at US behavior the last couple of months. Not taking a side, simply observing. US could be in serious trouble if the "de-risk US" narrative manifests for real

[Henrik Solbakken @Fundamentaltrad]

@RihardJarc $Snap - Went from 17 mill subs to 24 mill subs in 90 days. "Memories" gets deleted from fall next year, would not surprise me to see 50 mill subs within 2027.

[Henrik Solbakken @Fundamentaltrad]

Wow. First mover

[*Walter Bloomberg @DeItaone]

🚨 *DANISH PENSION FUND AKADEMIKERPENSION TO EXIT US TREASURIES

[Henrik Solbakken @Fundamentaltrad]

@StealthQE4 S&P down 1,6% from all time high. "underneath the hood etc".. Still. ETF flows going to have a crash some day. Every.single.person. I know believes (or manages funds as) risk-free and "always go up over medium term." Watch the next movie.

[Henrik Solbakken @Fundamentaltrad]

@TommyThornton Major

[Henrik Solbakken @Fundamentaltrad]

Island patterns in sap may be of use(even though this is us opening it could provide context), as the prior momentum gaps have been caused by large volume. Last two has been weak.

[Henrik Solbakken @Fundamentaltrad]

Pressure in german bunds have emerged(along everywhere else) makes you wonder when the growth train of $sap will take a breather. At least from a momentum point of view.

[Henrik Solbakken @Fundamentaltrad]

0,5% reversal on $spx so far.

$qqq is up +1.73% while
$meta is up 3.7%
$tsla +5.1%
$msft +2.21%
$goog +2.2%
$nvda +1.7% $aapl +1.6%

[Henrik Solbakken @Fundamentaltrad]

@paxtrader777 Completely agree. Took me many years to develop this. It's very hard to learn these mental techniques and routines unless it's by trying, failing, going broke, rebuild etc. Needs to be the part of the journey. And for the facts: Most traders won't make it.

[Henrik Solbakken @Fundamentaltrad]

@KillinGswitCH98 Really, why? JGB breaking 10y thorugh 1.24%, Gilts 500bps, UST 500. Countries needs to attract w higher yields. (IF) global economies slowly walks towards protectonism, higher energy costs, military budgets etc., then is really 2.6 attractive? Volume from ECB BS needs absortion

[Henrik Solbakken @Fundamentaltrad]

@StealthQE4 Markets are extremely tight. $dxy tightening all markets, $bcom index trying to break out despite wrecking usd, and yields not letting any pressure off. 10 year gilt breaking out of 15y range. Something needs to give. EM markets, eurusd, inflation exp., or collateral

[Henrik Solbakken @Fundamentaltrad]

Watch the uk gilt market. About to break out. Not good.

[Henrik Solbakken @Fundamentaltrad]

@StealthQE4 From Norway- it seems to be an infliction point. From carelessness over time to intense debate. It's almost possible to observe weekly shifts. Self-sufficiency, military, energy, immigrants. T tariffs leave only military and tech dependence left. Dig deep into domestic producers

[Henrik Solbakken @Fundamentaltrad]

@StealthQE4 Ref @NationalDebt - Is the gov frontrunning the suspended debt ceiling which stops in 2 months? Could also argue that US is highly dependent on maintaining the AI narrative to keep issuance and yields "attractive". It could backfire really hard.. @RJRCapital @dampedspring

[Henrik Solbakken @Fundamentaltrad]

@StealthQE4 @Jaybird57747781 Best clip I have seen all year