Winkle A.P.

A freedom-seeking global citizen

[stockbee @PradeepBonde]

Read this book it has a good framework to understand catalysts and context. It is very old book

[Winkle A.P. @WinkleAp]

@TechCharts @jonbking @PeterLBrandt The chart of $EUFN is very similar to that of $IXG

[Mark Ritchie II @MarkRitchie_II]

Quick update on the general market...

1. This is one of the more impressive lockout rallies I've seen, at least when looking at the Nasdaq.

2. Sentiment has remained very contained, almost impressively so and still very constructive.

3. Almost no distribution, and no meaningful distribution (heavy volume selling days where NYSE or Nasdaq close down >1%)

4. Breadth. While many are saying breadth is terrible it is pretty consistent with what we've seen over the last number of years, namely that the environment is more selective. NYSE A/D line looks like it wants to confirm upon a breakout and the NYSE Comp is tracing out a pretty nice consolidation.

Conclusion: 'Well, this is a bull market, you know!'

-Mr Partridge aka 'Old Turkey'
(Reminiscences of a Stock Operator)

[Naval @naval]

We’re searching for permanent satisfaction with an impermanent mind in an impermanent world.

[Winkle A.P. @WinkleAp]

@TechCharts Both $EEM and $EMXC

[Naval @naval]

New podcast on sales - Sell the Truth.

00:00 Be Credible

03:18 “Yes, And”

04:31 Selfish Honesty

05:37 Charisma Is Confidence + Love

07:56 Don’t Manage, Lead

11:16 Hunt Together

14:51 Feed Your (Good) Obsessions

18:57 Sell the Truth

21:07 Good Deal or No Deal

23:39 The Age of Nonlinear Returns

[Mark Minervini @markminervini]

Stocks are pushing to all-time highs while sentiment is getting more bearish—bulls down, bears up. That’s a sign of disbelief. Investors are fighting the rally, which is a classic Lockout Rally condition. https://t.co/7NiHKuPACd

[Winkle A.P. @WinkleAp]

@brian0819 @yiyiyilam 垃圾五毛，你戶口上的其他護主犬式留言已經出賣左你了

[Winkle A.P. @WinkleAp]

@brian0819 @yiyiyilam 香港：右邊。影片裏的主持說的是對的。那的確是你的問題

[Winkle A.P. @WinkleAp]

@brian0819 @yiyiyilam 荒謬，本地人當然說本地語言 = 廣東話。

[Mark Ritchie II @MarkRitchie_II]

I think it was Livermore who said 'markets will do what will fool the largest majority'. The action over the past 8-10 sessions has definitely been a good example. I was skeptical of a 'V' shaped recovery but definitely not calling for an 'I' shaped one that is for sure. This is certainly the fastest move to new highs from a market correction in my near 20 yr memory.

The good news is there is still a lot of uncertainty (clear wall of worry) in place for now so looking at this next few weeks to see how we digest very closely and whether we get some handles & a proliferation of new ideas.

[Naval @naval]

The only book an entrepreneur needs.

[Winkle A.P. @WinkleAp]

@nextbigtrade Man you do have the pt in your previous BTC posts. It’s 69K now even when fears of crude oil supply loom!

[Winkle A.P. @WinkleAp]

@nextbigtrade BTC is still well below falling EMA 30 - should it still be in stage 4?

[THE SHORT BEAR @TheShortBear]

What would be the catalyst to start this trade?

• Long equal-weight S&P (RSP) / Short cap-weighted S&P (SPY)

• Long S&P ex-Top-10 basket / Short Top-10 mega caps

• Long IWM / Short QQQ

• Long cyclicals (XLI, XLF, XLE, XLB) / Short AI-heavy tech

• Long value (IVE) / Short growth (IVW)

• Short Mag-7 basket outright

• Buy put spreads on QQQ or mega caps

• Long breadth expansion via RSP calls / Short QQQ calls

• Long small-cap futures / Short Nasdaq futures

• Long financials / Short semis (XLF vs SOXX)

[THE SHORT BEAR @TheShortBear]

The average impact of war on the stock market is not what you might expect.

By the time they start the market usually has priced them in for the majority of them.

Especially the ones that have a lead up are not as explosive as you’d expect.

[Balaji @balajis]

The purpose of crypto is to build a code-based order, because the rules-based order is unfortunately collapsing.

That code-based order covers some of what international law once protected. It guarantees property rights, smart contracts, rule-of-code, privacy, secure voting, and user accounts across borders. Even in the face of debanking and denaturalization, the code-based order means you retain your onchain currency and onchain identity.

It is true that the crypto networks that buttress the code-based order are supported in significant part by finance and lotteries. But all 50 states of the US are also supported by finance and lotteries. The question is whether the world gets something better, on balance, for that cost.

As nationalism and socialism rise, the code-based order ensures that international capitalism continues. Anyone from anywhere has equality of opportunity on the Internet. You can sign a smart contract across borders with someone without knowing (or needing to know) their race, religion, accent, ancestry, or other likely irrelevant attributes.

Similarly, as more companies leave failing states like Delaware and California…the code-based order will protect these corporate refugees. The entities themselves and all their contracts can now be put onchain. They can dock in country X and move to country Y at the press of a button. Redomiciliation becomes as common as incorporation.

Moreover, as the politically disfavored emigrate from communist states, the code-based order also protects their property and identity via cryptography. And, if all goes well, it also adds a layer of unbreakable privacy.

In short: the West is entering a period of failing states just as the East sees the rise of the all-powerful state. The balance to both of these is the code-based order that Satoshi laid the foundations for.

That’s what cryptocurrency was built for. If and when your state fails, or turns against you, the Internet will be there for you.

[Naval @naval]

The three forms of capital are knowledge, reputation, and capital.

[Naval @naval]

The secret to investing is to invest in unstoppable people building inevitable things.

[Naval @naval]

In 1971, money changed from a natural system (gold) to a socialist system (fiat).

Crypto is tech to replace socialist money with a free-market system.

Market systems are inherently competitive and as tech evolves, new monies will continue to emerge to challenge existing ones.