First thank you for being so generous with your knowledge. I’ve learned so much thanks to your articles.
I have a question about charm.
Looking at the OD morning daily data directly, I mark from 7505 up through and above 7530 as negative charm forcing dealers to sell deltas. Did you use a different surface to see the charm attractor?
Every major SPY bottom since 2011 has been confirmed by one signal.
Not breadth. Not VIX. Not earnings.
The Copper/Gold ratio.
We backtested 7 drawdowns across 14 years. In 86% of cases, the CG ratio bottomed the same day as SPY or lagged by 10–29 days. It has never once led the equity bottom.
That makes it the cleanest confirmation signal we've found:
→ 2011 Debt Ceiling: CG confirmed +17 days later
→ 2016 China: CG confirmed same day
→ 2018 Fed: CG confirmed +10 days later
→ 2020 COVID: CG confirmed +29 days later
→ 2022 (Jun): CG confirmed +26 days later
→ 2022 (Oct): CG diverged — bottom was imminent anyway
→ 2025 April: CG confirmed +22 days later
Average forward return after confirmation:
+18.7% at 3 months | +24.9% at 6 months | 100% win rate
The April 2025 signal fired on April 30. Three months later, SPY is up 25%.
Copper prices global growth expectations. Gold prices fear. When the ratio stops falling, real money is rotating back to risk. $SPY $QQQ $VIX
We initially thought GLP-1s like Ozempic, Tirzapeptide and Retatutride just reduced food cravings. Now, we know they work for alcohol, cocaine, gambling and other addictions too
But do you know what runs on exactly the same circuit?
Falling in love
GLP-1 receptors sit in the exact same brain regions that light up when you’re in love
The insane thing about them is that they don’t just suppress appetite. They suppress wanting in general, including romantic craving another person
Something like 60M+ people are now on anti-desire drugs and it happened in the blink of an eye
I predict in the coming years, we will see people on these drugs be less able to fall in love. We will also see them fall out of love, or be unable to feel it, in relationships that were previously great
If your girlfriend or boyfriend started taking GLP1s and your relationship started failing, there’s a good chance that’s why
@bitlinc@ConvexValue I’m so glad to hear that. I really miss that community and everything it could have been. If there’s a place where you all get together I’d be honored to be included 🙏🏼
It’s been a wild ride the last few weeks and I have some great first hand info and stories.
@jameski05665910@data168 Go to China. Deliver it yourself. You can keep the profit. Please come back and let us know if the narrative we’ve all been spoon fed is real.
@data168 No one wants silver to go up more than me. I’m a metals dealer. The physical demand is bullshit. We’re drowning in metal. I can give you anything and as much as you want for spot right now.