Pillar of Atum

Macro fiend | Futurist | Investor | Perma-student | Data crusher... I interpret stories by pulling them out of data

[Pillar of Atum @GraphItGood]

My conclusions are;
1. The market has never been so highly valued per unit of GDP
2. Dot-com bubble and today valued market the same per unit of M2 supply, given poorer GDP I would not suggest M2 is working harder
3. Only the Dot-com era valued market higher per unit of profit

[Pillar of Atum @GraphItGood]

@elonmusk @Antunes1 @grok

[Pillar of Atum @GraphItGood]

@DaxxTrader Lé woke, lé broke

[Pillar of Atum @GraphItGood]

I'm from the future.

It lasts.

A lot longer than what is priced in at the moment.

Pain ahead for both wall st and main st

[Samantha LaDuc @SamanthaLaDuc]

Remember ALL THOSE YEARS we were warned: “yields can’t stay down here forever so better lock in low rates NOW!”

Now that rates on 2Y and 10Y Treasuries have screamed higher from zero to 5%+4% respectively, while payouts on cash yield more than SPY, we are told it won’t last. 🙄

[Pillar of Atum @GraphItGood]

@bensimpsonau Fucken 20-something year old investoor galaxy brain over here.

[Pillar of Atum @GraphItGood]

@crashm111 @cjoye

[Pillar of Atum @GraphItGood]

@FinanceLancelot BB MA is usually just a 20 SMA

[Pillar of Atum @GraphItGood]

@DoctorKarl Gonna need a source or 2 doc.

Please oblige

[Pillar of Atum @GraphItGood]

No one cares about your bullshit papers.

Don't look on Twitter for the validation you seek so much.

[Pillar of Atum @GraphItGood]

@leadlagreport No one cares about your bullshit papers.

Don't look on Twitter for the validation you seek so much

[Pillar of Atum @GraphItGood]

@kt_valueguy @leadlagreport Wrong

[Pillar of Atum @GraphItGood]

@Styles_eth @leadlagreport This implies stocks going down.

Wtf happened to the March melt up he keeps yapping about?

[Pillar of Atum @GraphItGood]

@SamanthaLaDuc Do you think lows are in equity markets?

If not, what indicators are you looking at to confirm lows are in

[Pillar of Atum @GraphItGood]

@TheGladiatorHC All in Cumrocket crypto coin at 10^-15 cents

[Pillar of Atum @GraphItGood]

@leadlagreport Everyone. Re "MaRcH"

He is keeping it vague on purpose so no matter which way it goes he can claim he was right like a little bitch.

He has not said anywhere in plain English up or down

[Pillar of Atum @GraphItGood]

@678yre223 @DJ1978643 @leadlagreport He is keeping it vague on purpose so no matter which way it goes he can claim he was right like a little bitch.

He has not said anywhere in plain English up or down.

[Pillar of Atum @GraphItGood]

@DznBkr Less than ideal

[Pillar of Atum @GraphItGood]

@TheMaverickWS part of the plan Mav.
Remember where Fed officials sold - November 2021 (Fed policy change)
Conveniently right before the bear market began.

Ask yourself.

How can they best destroy values before they change the policy back and buy back in?

😉

https://t.co/0TkKY49ZI5.

[Pillar of Atum @GraphItGood]

@leadlagreport couple

[Pillar of Atum @GraphItGood]

@themoneygps @hubermanlab been added to water since the 1940's to prevent tooth decay.

There has been an increase in life expectancy since that period...?

[Pillar of Atum @GraphItGood]

@WifeyAlpha Put wall at March 17th expiry... MMs wont like paying them out.