Hamilton

i follow the money

[Hamilton @capitalflows]

@vishinthesea @ZeeContrarian1 Tim Apple was the best thing to ever happen to its shareholders lol. Innovation or not.

[Hamilton @capitalflows]

@EYECANTFAIL

[Jurrien Timmer @TimmerFidelity]

With extensive chart damage evident across the AI space, we are left with the question of whether the entire AI trade is over. No one knows the answer, but one could argue that the S&P 500 semiconductor index has now confirmed a double top following a massive inflow into the space.

[Hamilton @capitalflows]

@Crumb_hunter been one of those years where xle/xlk flip/flop. who knows. im not gonna try to big brain it and just buy what i see

[Hamilton @capitalflows]

sold the nov 20 70 calls in $XLE last week .. closing them out for near max profit

long december for rally on fake news that iran is now our friend?

[Hamilton @capitalflows]

@ValueInvestor brazilians carry around a dollar in their wallets for good luck. until they start carrying around an rmb, i'm not worried

[Hamilton @capitalflows]

the death of the dollar is greaty exaggerated by doomsday newsletters writers

brics made huge strides over the last 26 years because of china (represents 2/3rds of bloc)

yuan peaked at ~3% of world reserve, now at only 2.1%

we'll be dead before the dollar dominance falls off

[Kalshi @Kalshi]

BREAKING: Russia effectively abandons efforts to replace the US dollar with China's yuan

[Hamilton @capitalflows]

@itmrandy let's find out

[Hamilton @capitalflows]

@Mannerztrades peace through strength. having a military 2nd to none tends to give you some leverage

[Hamilton @capitalflows]

@car25176 oil? and could be 100% right.

[Hamilton @capitalflows]

@HolySmokas just right & happy bday

[Hamilton @capitalflows]

@vvs4892741 you are not a serious person.

[Hamilton @capitalflows]

i go back to the states once per year and every time i head back is like a culture shock after living in brazil for almost a decade now.

everything is different every time i head back. self driving cars are everywhere. same day delivery is normal. new buildings everywhere. everyone has the newest everything. and as much as americans want to cry online, there really is no issue walking around outside pretty much anywhere. there is no crime.

then i fly back to brazil and its the exact same thing it was a decade ago. people are happy to buy their first 5 year old 1.0 liter volkwagen that they probably share with another family member. they save up for 3 months to buy their first iphone.. which is a used 16 pro for $1,500. zero new construction anywhere outside of rich residential areas. that incredible restaurant that opened up? probably gone within 12 months. i'm reminded that i have to take off my apple watch when i head out beyond my neighborhood because someone on a 250cc yamaha might blow my head off to take it.

feels like im stuck in time.

the passport bros have an entire generation of people bamboozled about life outside of the usa/canada/western europe lol.

[Hamilton @capitalflows]

@altradescharts sellin dips and buyin rips is a way of life

[Hamilton @capitalflows]

“defensives are bid here, its time to buy chlorox” they say as they watch everything else rip 10 fold a week later

[Alex. @altradescharts]

@itmrandy

[Hamilton @capitalflows]

theres always that one guy

[Hamilton @capitalflows]

@crocodillax @tomfgoodwin @spectreman aprecio https://t.co/rciV1qn6g8

[Hamilton @capitalflows]

i go back to the states once per year and every time i head back is like a culture shock after living in brazil for almost a decade now.

everything is different every time i head back. self driving cars are everywhere. same day delivery is normal. new buildings everywhere. everyone has the newest everything. and as much as americans want to cry online, there really is no issue walking around outside pretty much anywhere. there is no crime.

then i fly back to brazil and its the exact same thing it was a decade ago. people are happy to buy their first 5 year old 1.0 liter volkwagen that they probably share with another family member. they save up for 3 months to buy their first iphone.. which is a used 16 pro for $1,500. zero new construction anywhere outside of rich residential areas. that incredible restaurant that opened up? probably gone within 12 months. i'm reminded that i have to take off my apple watch when i head out beyond my neighborhood because someone on a 250cc yamaha might blow my head off to take it.

feels like im stuck in time.

the passport bros have an entire generation of people bamboozled about life outside of the usa/canada/western europe lol.

[Hamilton @capitalflows]

@tomfgoodwin blew $300 on groceries this week and the only red meat i bought was ground beef & zero alcohol. inflation is pretty nuts right now down here. fish oil was nearly $100 too

[Hamilton @capitalflows]

@CanarinhoFNC hollowing out of major cities across the US (world?) due to the COVID lockdowns and work from home culture will likely continue. many things changed this decade that will likely shape this century’s culture

[Hamilton @capitalflows]

the vix is a leading indicator and you can use it to make a lot of money if you stop buying into hysteria on X and start buying stocks instead

https://t.co/CPCRdZcPoT

[Hamilton @capitalflows]

@OrionEngineApp got locked here during covid, married my wife, stayed because of kids and wanting them to grow up with her side of the family. we're moving back to the states within the next 24 months