Salmon Capital

Markets are just reflections of the sum of human emotions. I retweet from the best investors/traders to learn. Mostly an observer.

[Salmon Capital @Salmon_Capital]

If you keep thinking about money all day, you’re not financially free.

[Salmon Capital @Salmon_Capital]

@gainzy222 Lambo price 📉
Rolex price 📉
Miami housing 📉

[Alex Becker 🍊🏆🥇 @ZssBecker]

Bottom is in? Lol.

The FED doesn't give a SHIT about the crypto markets.

They care about the equities, bond and real estate markets.

Which by all reading are doing "okay".

They are going to push till those have an FTX event.

This is nothing. Wait till real money capitulates.

[Alex Becker 🍊🏆🥇 @ZssBecker]

Gather wealth and passports my degens. If you don't have freedom to choose where you live and a wide choice in the laws & culture you live by...

You don't have freedom.

[Alex Becker 🍊🏆🥇 @ZssBecker]

If your not a pro trader there’s literally nothing to do in this market till the FED runs us off a cliff into a debt crisis.

Just go get drunk for a month or two.

[Compounding Quality @QCompounding]

Investment themes by decade:

[Andy Constan @dampedspring]

An update of my rough heuristic for SPX fv using GS 2023 EPS of 224 and 4.32 30 yr yield current equity fair value is now at a new low for this measure. 3180-3380 range of fair value. Equities are super rich relative to bonds, risk premiums, and GS eps outlook #SPX

[Max Anderson @MaxAnderson]

Brief reminder that starting later this wk, the US Treasury will join forces with the Fed in waging war on your portfolio

Stated plans call for a combined ~$350 billion of net liquidity removal over the next 8 weeks

An amount typically good for wiping ~300-400pts off the S&P

[Alex Becker 🍊🏆🥇 @ZssBecker]

Republicans are probably going to win big tomorrow and it will likely cause a solid pump.

I'll probably be taking the pump/exiting to retreat to my end of the world positions of stables/gold/etc.

Left media is 100% going to revenge tank the markets to our final lows.

[Salmon Capital @Salmon_Capital]

$VIX $SPX Something bout to happen.

[Salmon Capital @Salmon_Capital]

Active funds trying to outperform $SPX $NDX index. But end up broke

[Salmon Capital @Salmon_Capital]

@StephenPunwasi Ok but where would most people rather live? Canada & U.S are still the top immigration countries

[Salmon Capital @Salmon_Capital]

If you think China can’t go to 0, look back couple decades. IT DID, for the same reason… Xi’s communist ideology is now making the same mistake. Notice how Russia went to 0 too, due to communism. NEVER INVEST IN A COMMUNIST COUNTRY.

[Salmon Capital @Salmon_Capital]

People ask why I’m not 100% in equities and own a Balanced Portfolio at a young age. BECAUSE PEACE OF MIND is MORE IMPORTANT THAN MORE $$

[books 📖 @bookpoets]

what is real happiness?

[Andy West @HedgeQuartersHQ]

The pivotal moment in #Fed press conference:

When (incorrectly) told the market had reacted positively, Jerome Powell seems frustrated and lists ONLY reasons why this is the wrong interpretation.

Very telling for #stocks.

$QQQ $SPY #macro #inflation

[Salmon Capital @Salmon_Capital]

All planned, game will be always rigged to the elites

[unusual_whales @unusual_whales]

This is ridiculous.

Reminder, members of the Federal Reserve traded stocks that the Fed was buying in 2021 at the very bottom of the market, before the bull rally.

This is where they sold - at the very market top - before the Fed raised rates and were cleared of wrongdoing.

[Salmon Capital @Salmon_Capital]

True, the government officials sold at TOP in due to “compliances” & “conflict of interest”. THEY DONT CARE IF STOCKS GOES DOWN now

[Eliant Capital @eliant_capital]

The Fed wants the economy to collapse and it hasn’t, gives them full green light to continue at a fast pace. Don’t overcomplicate it. They have no chips in the game, they dgaf if stocks go down.

[QE Infinity @StealthQE4]

Gundlach:

“Tax loss selling is the biggest risk to the market going into year end. I believe this is the biggest tax loss selling opportunity in 2 generations”

[Vizi Andrei @viziandrei]

“The biggest success of my entire life was the fact that I managed to stay entirely unemployed.” — Emil Cioran

[contrarian 8888 @contrarian8888]

$AAPL mkt cap = $GOOG+$AMZN+$META. Can someone pls explain how this makes any sense ? Do people think a recession will mean people dont buy from amzn, advertise on FB or GOOG but will gladly buy overpriced $1000 iPhones with a slightly better camera?

[Minsky Moment @BP_Rising]

During the extremely painful period of the U.S. Great Inflation 1965-1985 due to horrific monetary policy, the Dow Jones dropped roughly 73% from about 9,000 to 2500. But, today there is a far more egregious asset bubble and ludicrous debt levels.