TM

Enjoying life. Opinions are mine so please do your own due diligence as I don't give investment advice...

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran directly rejects Pakistan’s claim that Iran and the US have reached an agreement to lower Iran’s enriched uranium stockpile, saying the nuclear file is not even on the agenda for this round of talks in Switzerland or any later round until the US implements all of its commitments, and none of the nuclear committee members are part of the Iranian delegation, per Fars.

Iran also says IAEA Director Grossi has no role in the negotiations, with nuclear talks only to be considered after the US implements clauses 1, 4, 10, and 11 of the MOU including the immediate end to military operations in Lebanon and Israeli withdrawal, removal of the naval blockade, oil sanctions waivers, and full release of frozen Iranian funds.

[Financelot @FinanceLancelot]

Uh oh... The Japanese Yen has broken through the 160:1 USD level and is now at 161.5

This is after the Bank of Japan raised rates last week to the highest level in 35 years to defend the currency 😬

As long as the Yen keeps devaluing the Yen carry trade continues, that allows firms to borrow at lower rates in Japan and invest in U.S. assets.

The Yen carry trade unwinds when the Yen begins to appreciate, sparking a selloff in U.S. assets as borrowers rush to convert back to Yen and repay loans.

Is the BoJ about to trigger a flash crash?

[The Great Martis @great_martis]

Dow Jones📉

A rising wedge is in play.
The moment of truth has arrived.
A severe drawdown is highly probable.

For one's private perusal.

Enjoy.

[The Great Martis @great_martis]

Magnificent 7

Significant Drawdown Imminent

[BLADE @BladeDefi]

🚨THIS IS HOW BULL MARKETS DIE

S&P 500 has now completed all 5 waves of a classic megaphone top

Every buyer is looking for a breakout

But now comes the part nobody wants to believe

[kpak @kpak82]

$SOX semiconductor
Monthly RSI is now most overbought since 2000 dot-com bubble top.

[The Great Martis @great_martis]

𝑈𝑆𝑂𝐼𝐿: 𝑇𝑒𝑥𝑡𝑏𝑜𝑜𝑘 𝐵𝑢𝑙𝑙 𝐹𝑙𝑎𝑔 / 𝑀𝑒𝑎𝑠𝑢𝑟𝑒𝑑 𝑀𝑜𝑣𝑒 𝑆𝑒𝑡𝑢𝑝📈📉

𝑈𝑆𝑂𝐼𝐿 ℎ𝑎𝑠 𝑐𝑎𝑟𝑣𝑒𝑑 𝑜𝑢𝑡 𝑎 𝑐𝑙𝑎𝑠𝑠𝑖𝑐, 𝑚𝑒𝑎𝑠𝑢𝑟𝑒𝑑 𝑚𝑜𝑣𝑒... 𝑃𝑟𝑖𝑐𝑒 𝑖𝑠 𝑐𝑢𝑟𝑟𝑒𝑛𝑡𝑙𝑦 𝑐𝑜𝑛𝑠𝑜𝑙𝑖𝑑𝑎𝑡𝑖𝑛𝑔 𝑛𝑒𝑎𝑡𝑙𝑦 𝑖𝑛𝑠𝑖𝑑𝑒 𝑎 𝑑𝑒𝑠𝑐𝑒𝑛𝑑𝑖𝑛𝑔 𝑐ℎ𝑎𝑛𝑛𝑒𝑙, 𝑠𝑒𝑡𝑡𝑖𝑛𝑔 𝑡ℎ𝑒 𝑠𝑡𝑎𝑔𝑒 𝑓𝑜𝑟 𝑎 𝑐𝑙𝑎𝑠𝑠𝑖𝑐 𝑚𝑒𝑎𝑠𝑢𝑟𝑒𝑑-𝑚𝑜𝑣𝑒 ℎ𝑖𝑔ℎ𝑒𝑟.

𝑇ℎ𝑒 𝐹𝑙𝑜𝑜𝑟: 𝑆𝑢𝑝𝑝𝑜𝑟𝑡 ℎ𝑎𝑠 ℎ𝑒𝑙𝑑 𝑓𝑖𝑟𝑚, 𝑘𝑒𝑒𝑝𝑖𝑛𝑔 𝑡ℎ𝑒 𝑏𝑢𝑙𝑙𝑖𝑠ℎ 𝑠𝑡𝑟𝑢𝑐𝑡𝑢𝑟𝑒 𝑝𝑒𝑟𝑓𝑒𝑐𝑡𝑙𝑦 𝑖𝑛𝑡𝑎𝑐𝑡.

𝑇ℎ𝑒 𝐶𝑎𝑡𝑎𝑙𝑦𝑠𝑡: 𝐴𝑛𝑦 𝑒𝑠𝑐𝑎𝑙𝑎𝑡𝑖𝑜𝑛 𝑖𝑛 𝑔𝑒𝑜𝑝𝑜𝑙𝑖𝑡𝑖𝑐𝑎𝑙 𝑡𝑒𝑛𝑠𝑖𝑜𝑛𝑠 𝑐𝑜𝑢𝑙𝑑 𝑎𝑐𝑡 𝑎𝑠 𝑟𝑜𝑐𝑘𝑒𝑡 𝑓𝑢𝑒𝑙, 𝑎𝑐𝑐𝑒𝑙𝑒𝑟𝑎𝑡𝑖𝑛𝑔 𝑡ℎ𝑒 𝑏𝑟𝑒𝑎𝑘𝑜𝑢𝑡 𝑎𝑛𝑑 𝑏𝑟𝑖𝑛𝑔𝑖𝑛𝑔 𝑡ℎ𝑒 𝑐ℎ𝑎𝑛𝑛𝑒𝑙 𝑐𝑒𝑖𝑙𝑖𝑛𝑔 𝑖𝑛𝑡𝑜 𝑝𝑙𝑎𝑦 𝑚𝑢𝑐ℎ 𝑠𝑜𝑜𝑛𝑒𝑟!

[The Great Martis @great_martis]

Nasdaq📉📈

S.D.I
Severe Drawdown Imminent .🚨

Yours truly,
The Great Martis.💫

[NoLimit @NoLimitGains]

Holy shit.

Do you understand how crazy this is?

[TM @Tx9Mx]

All modern humans descend from populations that originated in Africa roughly 200,000–300,000 years ago.

It does not mean we are all Africans.

If you mean very ancient ancestry, then modern Dutch, Germans, Danes, Norwegians, and Swedes likely share some common prehistoric ancestors.

But the Viking culture, language, and society developed much later in Scandinavia.

[Henrik Zeberg @HenrikZeberg]

"Accelerating Business Cycle"?

What are they talking about?

There is NO acceleration. There is SLOWDOWN.

[TM @Tx9Mx]

@sceafa_studios @UnitedAlex7 Drenthe and Groningen were home to Germanic tribes and later Frisians and Saxons, but they were not the homeland of the Vikings. The Viking Age societies, Old Norse language, and Viking culture originated in Scandinavia—primarily Norway, Denmark, and Sweden.

[Henrik Zeberg @HenrikZeberg]

Today, we have the largest stock market Bubble ever! On all metrics.

The 2nd largest Bubble was into year 2000. The https://t.co/kppuH9oBrc Bubble.

Here are the rate hikes which popped the Bubble in March 2000👇

Why would the same not happen today?

Table by @FroehlichThors1

[TM @Tx9Mx]

@sceafa_studios @UnitedAlex7 Stop making stuff up. Thats not correct. The definition of a Viking is to be Norse

[TM @Tx9Mx]

@sceafa_studios @UnitedAlex7 The Netherlands had Frisians, not “the original Vikings.” Vikings were Norse people from Scandinavia. Frisian influence? Yes. Viking origin? No

[The Great Martis @great_martis]

Now, over to the East Asia Semiconductor Belt, where the parabolic move continues. These types of moves do not end quietly; what feels prosperous today are the stepping stones to adversity.

[TM @Tx9Mx]

@GoodTexture @FoamOnTheRunway 🤡

[GT @FoamOnTheRunway]

Hyperscalers have turned from cash machines to cash incinerators. The return on capex investment is increasingly dubious. None of the bulls in the replies are refuting the points in my post or the ability/will of hyperscalers to continue this level of ivestment. https://t.co/BsRmkvAHcx

[GT @FoamOnTheRunway]

The AI bubble popped, but semiconductor stocks don’t know it yet. All it takes is a drop in the rate of growth, and we are there. GPU rental rates have dropped, hyperscalers have shifted from debt to equity financing, there are declining use cases after subsidies dropped and everyone has been sucked in.

It’s over. There’s an open gap at the 200 DMA, which is more than 40% lower.

[ⱤɆ₳Ⱡ ฿Ɇ₦ @AtRealBen]

Equal parts wild and sickening if true 👀😬