¡HONOR, CABO VERDE!
➟ En la primera Copa del Mundo de su historia.
➟ Empataron ante la Selección de España de Lamine Yamal, Pedri, etc.
➟ Empataron ante la Selección de Uruguay de Fede Valverde, Muslera, Loco Bielsa, etc.
➟ Sumaron sus primeros puntos en su historia de las Copas del Mundo.
➟ Llevaron hasta prórroga a la Selección de Argentina de Messi en los dieciséisavos.
➟ No perdieron ningún partido en los 90 minutos en todo el mundial.
➟ 3 de sus 4 partidos fueron ante Campeones del Mundo (España, Uruguay, Argentina).
➟ Aunque fue su primer mundial, parece que llevan jugando toda su vida jugando mundiales.
➟ Nos regalaron la mejor historia del mundial.
➟ Quedaron eliminados pero se ganaron el respeto de todo el mundo.
DE PIE ANTE LA SELECCIÓN DE CABO VERDE.
I echo this. The board made a decision to compensate the CEOs of $IREN and I would say they deserve it for rallying the stock 500% in a year. To Mike’s point, something big is coming. We don’t have all the information. That will come in due time. I am patiently holding my shares. This is a classic FUD and shakeout of weak hands before the next rally up. I expect a V shape recovery.
@PeterSchiff Gold has support around $4,000. I doubt it will hold. Once it gives way, gold could collapse below $3,000, testing prior lows. If that support fails too, the next level is around $1,500. Gold ETFs will have to sell a lot more gold to meet redemptions and maintain liquidity.
@mikealfred You spoke about the World Cup on your space. I meant to say I saw Australia play Paraguay the night before at Levi. It was an amazing energy and experience.
Bitcoin has been going down for 9 months.
Here's the history of bear markets:
2013–15: ~13 months
2017–18: ~12 months
2021–22: ~12 months
No matter how you look at it, the end is near.
Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC https://t.co/AUoUCtem53
Health Care has a 100% win rate in the back half of midterm election years.
Not 80%. Not 90%. ONE HUNDRED PERCENT.
I looked at every midterm year since 2006.
Here's how each sector performed from July to December:
1. Health Care $XLV: +8.46% avg, 100% win rate
2. Industrials $XLI: +7.18%, 80%
3. Materials $XLB: +6.71%, 60%
4. Financials $XLF: +6.68%, 80%
5. Cons. Discretionary $XLY: +6.35%, 60%
6. Cons. Staples $XLP: +6.29%, 80%
7. Utilities $XLU: +6.18%, 80%
8. Technology $XLK: +6.08%, 60%
9. Energy $XLE: +3.26%, 60%
10. Real Estate $XLRE: -7.94%, 0%
The S&P 500 $SPY averaged: +5.95%.
Three things nobody is talking about:
1. Health Care outperforms EVERY sector in midterm H2. Not tech. Not discretionary. Health Care. Five for five.
2. Tech drops to #8. The darling of every other year becomes middle of the pack when midterm volatility kicks in (60% win rate).
3. Real Estate has NEVER been positive Jul-Dec in a midterm year. 0 for 2. Negative every single time.
2026 is a midterm year.
The rotation is underway. It always does.
I love that Ukraine now has free rein to hammer the shit out of strategic targets in Moscow as Putin's air defenses collapse.
Russia is losing this war. Crimea will fall soon.
Putin should avoid...windows.
What started as former Russian army commander Akexander Lunin threatening Putin over the epidemic of brutality, theft and murder in the Russian military is quickly becoming the seeds of civil war, as military units are producing videos joining the threats against the Kremlin.
Bear euphoria. capitulation all over the timeline. Folks even calling for Saylor to be in jail.
And they can’t push bitcoin much under 60k - the same level it was at in February.
Bullish. 🚀