1/6 The Most Impt Options Lesson Everyone Skips
๐จ New Information for All Options Investors ๐จ
How is it possible that 99% of Options Traders canโt answer a simple question?
Makes you wonder: How good can the education be?
The Options Game is the biggest money game in the world.
Not only should you learn the product, but you must also recognize the game.
Who are the players sitting at the table?
What role do they play?
How do they make money?
How often are they trading?
You see, before diving into:
Calls and Puts
Buying or Selling
The Greeks
Implied Volatility
And all the rest...
These questions need to be answered so you can understand HOW YOU LEARN OPTIONS and WHAT YOU LEARN.
Listen closely.
There are two (2) doors that lead you to Options Education.
The options industrial complex guides you and everyone else towards Door #1 - a RABBIT HOLE that wastes precious time offering concepts you donโt need to know.
Where does Door #2 lead to?
This is where you learn how to shift the odds in your favor and see a UNIQUE PROCESS used by the Top traders to profit with options.
Itโs where you get the answers needed to succeed.
But until this momentโฆ
You didnโt even know Door #2 existed.
Letโs start by getting to know the players in the Game.
#options #optionstrading
@michaeljburry@QtheArsenal@alphaticaio What's underappreciated is the timeline ahead. It's March next week. Within 4-5 months, the capex conversation moves quickly toward '27. Are they going to say $1Tn spend? Hard to justify without a much clearer path to direct revenues from "AI." Will we see that by then?
$BE ripping on RBC report
Key Takeaways:
โพ๏ธ900 MW BE fuel cell plant proposed in Wyoming by BFC Power.
โพ๏ธPlant to support 1.8 GW datacenter by Crusoe + Tallgrass.
โพ๏ธConstruction could start 2026, pending approval.
โพ๏ธBehind-the-meter opportunity reinforced by project scale.
โพ๏ธBloom offers quick power, reliability, flexibility, and lower emissions vs grid.
๐๐จ๐ฅ๐: ๐๐๐ญ๐๐ซ ๐ญ๐ฐ๐จ ๐ฌ๐ญ๐๐ง๐๐จ๐ฎ๐ญ ๐ฒ๐๐๐ซ๐ฌ, ๐ฐ๐ก๐๐ญโ๐ฌ ๐ง๐๐ฑ๐ญ?โฃ
โฃ
Gold has been the top-ranked asset the past two years (#1 of 10). The last time it ran this hot was 2010โ2011, when it led in 2010 and placed second to U.S. Treasuries in 2011. The follow-through then was weak: #7 in 2012 and #10 in 2013.โฃ
โฃ
โถ๏ธ Is this time different? A simple checklist:โฃ
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โ ๐๐๐๐ฅ ๐ฒ๐ข๐๐ฅ๐๐ฌ (๐๐๐๐): Falling supports gold, rising pressures it.โฃ
โฃ
โ ๐๐จ๐ฅ๐ฅ๐๐ซ ๐ญ๐ซ๐๐ง๐: Weaker USD helps, stronger USD hurts.โฃ
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โ ๐๐๐ง๐ญ๐ซ๐๐ฅ-๐๐๐ง๐ค ๐๐ฎ๐ฒ๐ข๐ง๐ : Persistent net purchases are a tailwind.โฃ
โฃ
โ ๐๐๐ ๐๐ฅ๐จ๐ฐ๐ฌ: Inflows confirm participation, outflows can cap rallies.โฃ
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๐๐ฉ๐ข๐ต ๐ฅ๐ฐ ๐บ๐ฐ๐ถ ๐ต๐ฉ๐ช๐ฏ๐ฌ? โฃ
Is gold set to consolidate or extend the trend?
@DivesTech Trump shows weakness here. Now, China takes all those items and imposes an Export tax of 125% with a clear message: "Stop all tariffs, and we take down our tariffs." It's chess not checkers.
Now that Trump exposed his weakness, might China impose an "Export" Tax on these exact items to create a "fund" that will relieve some of the pain with other Chinese manufacturers? ๐ค
There is always this wonderful tension between veteran investors and emerging/new investors that haven't had all the risk scared out of them yet.
I'm always reminded of this wonderful story by Stan Druckenmiller. ๐ฅ
Not gonna lieโฆ Elonโs Vision of AI in 10 Years is Kinda Terrifying
โข he foresees there will be BILLIONS of Humanoid Robots
โข 90% of all miles driven will be driven by self-driving autonomous vehicles
โโ 5 years from now, 50%
โข How many jobs will go away because of AI?
โโ he says goods and services will become close to free because billions of robots will provide you with anything you want, for next to nothing.
โข He says the challenge will be fulfillment, how do you drive fulfillment and meaning in life in peopleโs lives.
โโ kinda sounds like that one WEF guy, Yuval Hirari, where he talks about what we should do with all these โUseless Eatersโโฆ
โข When asked how real is the prospect of AI robots taking over the world, Elon says 20% in 5-10 years๐คฆ๐ปโโ๏ธ
โข Ted Cruz and Elon Muskโs view is to win the AI race over Chinaโฆ
Elon believes America is and will win the race to AI, and one of the keys to winning that race is to be the country that makes the AI chips.
He points out that Taiwan makes 100% of all advanced AI chips.
๐ด MY THOUGHTS:
Iโd be lying if the thought didnโt cross my mind. Is it all really about beating China to AI? Or something else?
https://t.co/qCmpZ5RKAc
Rumor going around that $MSFT is paying penalties to get out of some data center contracts & power agreements-- changing tone drastically on CAPEX growth. Might be another DeepSeek shockwave to the semi supply chain.