Mike Discombe

[Mike Discombe @catzpyjamaz]

@PhilHealy777 Might some of that activity be from the PIPE deal?

[Mike Discombe @catzpyjamaz]

@DrStoxx That's from a zero hedge article. I like zero hedge and have followed it for many years. I don't think they have ever been bullish, positive on anything.

[Mike Discombe @catzpyjamaz]

@manofequity @MKC426 @bd_chad The big pull down last Friday and this Monday was higher short volume as per fintel. I also think the company ATM'd.

[Mike Discombe @catzpyjamaz]

@Brohawkkk @fundstrat This was already a known. Two-month aggregated changes (Sep to Nov) embedded into the annual numbers, but no discrete November MoM print due to shutdown.

[Mike Discombe @catzpyjamaz]

@sweatystartup We have been in a rolling recession for years imo - Cathy Wood touches on it often. Albeit, as we have seen for many years the stock market isn't always correlated to the real economy. Rates should be lower, fed should have started in the summer. Tariff fog didn't help.

[Mike Discombe @catzpyjamaz]

@elerianm Demographics + people feeling less compelled to work hard given tax situation and poor fiscal policies depending where you reside.

[Mike Discombe @catzpyjamaz]

@The_AI_Investor I remind myself this is a structural revolution. Not a quarter to quarter earnings report which wall street and some talking heads can't see beyond.

[Mike Discombe @catzpyjamaz]

@NickTimiraos the reality is that the fed is behind the curve already. The inflation we saw came from the energy price shock from the Ukraine conflict, yes we had some price pressures from transport, good during covid, but they would have normalised to a degree. Energy is everything.

[Mike Discombe @catzpyjamaz]

@HyperTechInvest Market can't see beyond a quarter.

[Mike Discombe @catzpyjamaz]

@onechancefreedm The BLS data is typically revised, as for CPI they use estimates and surveys - evidently workers being furloughed they can't complete those. I think it's time for the BLS to move to more modern processes to collate like truflation for example. All the best.

[Mike Discombe @catzpyjamaz]

@MarketMaestro1 $SLNH - Renewable

[Mike Discombe @catzpyjamaz]

@elerianm We don't live in a 2% world post covid, debasement changed everything, 3% is a realistic level.

[Mike Discombe @catzpyjamaz]

@DrStoxx Good luck Doc. I think alot of this being driven by the lack of econ data and the obvious issue somewhere in crypto market.

[Mike Discombe @catzpyjamaz]

@twoeraserheads @CryptosR_Us Wintermute do alot of leverage flow.

[Mike Discombe @catzpyjamaz]

@ericjackson Need vix to roll over - NVDA should have been the clearing event, but lack of econ data from BLS etc is blowing up the algos as they need the data for the models, no data = sell, ask questions later.

[Mike Discombe @catzpyjamaz]

@DrStoxx Also algos work off the data too, so no data - they auto hit sell.

[Mike Discombe @catzpyjamaz]

@BullTheoryio Yen carry trade

[Mike Discombe @catzpyjamaz]

@KrisPatel99 Crypto being used for liquidity, selling off.

[Mike Discombe @catzpyjamaz]

@HolySmokas Institutions will be short tech and need to buy back in, may dip in the open but algos will kick in as long as the vix drops under 20.

[Mike Discombe @catzpyjamaz]

@elerianm Imo, they should have started moving towards neutral rate in the summer. I understand they had concerns over tariff inflation, but also tariffs reduce demand ... so net net, a non event from my perspective or even deflationary. You then have deflationary pressures from AI.