M_C_SEAMAN

[M_C_SEAMAN @M_C_SEAMAN]

@pilotinvestor7 @barindersohi @KobeissiLetter https://t.co/NCaJaRF4S6

[Henrik Zeberg @HenrikZeberg]

Tell me how you conclude "Soft Landing" based on this....!

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg

[M_C_SEAMAN @M_C_SEAMAN]

@solarpapst @MichaelAArouet @VeroWendland thoughts?

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg https://t.co/F506alTfEU

[The Kobeissi Letter @KobeissiLetter]

This is concerning:

The US unemployment rate has risen for 4 consecutive months, the longest streak since the 2008 Financial Crisis.

Over the last 75 years, every time unemployment rose for 4 consecutive months, the US economy entered recession.

The jobless rate has surged from 3.8% in March to 4.3% in July, its highest level since October 2021.

Meanwhile, the US hires rate declined to 3.4% in July, its lowest level since the 2020 Pandemic and below the pre-pandemic average of 3.8%.

The US labor market is contracting.

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg https://t.co/HSY5WLrAto

[Minsky Moment Mark @markpainter17]

The consumer is tapped out. Hence the discretionary disaster du jour we have been witnessing lately.

[M_C_SEAMAN @M_C_SEAMAN]

@thinkBTO https://t.co/TSxPluvsU8

[Travis Hoium @TravisHoium]

How the Yen Carry Trade Blows Up

In just 90 seconds!

[M_C_SEAMAN @M_C_SEAMAN]

@thinkBTO https://t.co/QXnkKIkZpn

[Weston Nakamura @acrossthespread]

Michael Gayed & Weston Nakamura: Is The Reverse Carry Trade Global Margin Call Here? https://t.co/pwDKxmc47r

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg https://t.co/Daj2wbb0m3

[Chris Ciovacco @CiovaccoCapital]

Claudia_Sahm, inventor of the rule, has said she doesn't think the current measure is indicating a recession yet:

"The Sahm rule is likely overstating the labor market's weakening due to unusual shifts in labor supply caused by the pandemic and immigration." via @Ritholtz

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg @HenrikZeberg tlt usually bottoms around 6 months before the first cut, true or false?

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg https://t.co/ilIu7TX2AV

[Fibonacci Investing⚡️ @FibonacciInves1]

@KingHenryPR $tlt usually bottoms around 6 months before the first cut, them slowly moves up, then all at once.

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg https://t.co/uras0WBqkF

[Marc Schloss @5701arlenbeach]

$LUMBER is proxy for residential housing market aka "Risk On". $GOLD is proxy for "Risk Off". The bottoms of the Ratio $LUMBER:$GOLD is historically a leading indicator for a severe stock market correction. I am watching this indicator closely for a breakdown to go to cash

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg https://t.co/zJUNuQBfyR

[Chris Kimble @KimbleCharting]

Doc Copper Price Reversal Suggests Lower Interest Rates Ahead, Says Joe Friday

https://t.co/cS6bJCFz7v

$TLT $FCX $GLD $TNX

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg https://t.co/OQcvDotKgp

[Gavekal @Gavekal]

US employment data will be released Friday, June 7. Some leading indicators suggest strength in the labor market, but not all. Most worrying, small business owners are reporting decreased hiring plans.

[M_C_SEAMAN @M_C_SEAMAN]

@HenrikZeberg

[M_C_SEAMAN @M_C_SEAMAN]

@CaptToblerone @raa3ee3 Thx 🙏 Appreciate your work very much!

[M_C_SEAMAN @M_C_SEAMAN]

@CaptToblerone @raa3ee3 Captain update in RSR pl. 🙏 Thoughts on👇?

[Gert van Lagen @GertvanLagen]

$RSR - Reserve Rights Protocol <- 100-1000X gem 💎

Elliottwave analysis
I: 5-wave impulse
II: sharp corrective ABC wave ending with falling wedge. C-wave is a 5-wave with extended 3.
III: next up, momentum impulse bleaching current ATH

Invalidation: drop below 0-line

[M_C_SEAMAN @M_C_SEAMAN]

@NorthstarCharts https://t.co/Cr7aWy1bhe

[PlanB @100trillionUSD]

Trololo's 2014 logarithmic regression is the first bitcoin prediction model I know. Does anybody know an earlier (quantitative) model?

[M_C_SEAMAN @M_C_SEAMAN]

@NorthstarCharts read dave 👀📝

[M_C_SEAMAN @M_C_SEAMAN]

@NorthstarCharts https://t.co/CVOuRZeADe

[M_C_SEAMAN @M_C_SEAMAN]

@NorthstarCharts https://t.co/wjNQAPjpPZ