Macca

Macro, emerging tech, trading, sport.

@JPM alum.

DYOR, NFA etc etc

The endless search for asymmetry and great steak

[Macca @clan_adaptive]

Happy Easter, ballers

[Macca @clan_adaptive]

@Xking332 @NickSzabo4 You had me until the last line

[Macca @clan_adaptive]

@richwgalvin Agree on a lot of this.
We are at a strange point in history where the old rules no longer apply and the new ones haven’t been written yet.
Gold the clearest winner rn.

[Macca @clan_adaptive]

@factor_members STO (Santos) on the ASX

[Lord Bebo @MyLordBebo]

If Iran attacks the desalination plants … it’s over for the gulf countries and the military bases there.

[Macca @clan_adaptive]

Tiger and car trouble.
A tradition unlike any other.

https://t.co/wlAasBCdAb

#TheMasters

[Macca @clan_adaptive]

Confirmed. Lowest weekly close since Sep. Look out below.

[Macca @clan_adaptive]

Potentially massive breakdown overnight in the NASDAQ. Can't remember a more bearish setup in the NQ in my 25 year career based on s/t and l/t technicals as well as valuations and macro backdrop.

Close below 23,800 today would confirm it, just be cautious for the MOABT (mother of all bear traps)

NFA, DYOR etc

[Macca @clan_adaptive]

@TKL_Adam *Reserve Bank of Australia has entered the chat*

🦘

[Macca @clan_adaptive]

Potentially massive breakdown overnight in the NASDAQ. Can't remember a more bearish setup in the NQ in my 25 year career based on s/t and l/t technicals as well as valuations and macro backdrop.

Close below 23,800 today would confirm it, just be cautious for the MOABT (mother of all bear traps)

NFA, DYOR etc

[𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞 @EffMktHype]

You met El Risitas at a very hiking time of his life

[Macca @clan_adaptive]

@TheGladiatorHC Checks out.

That said, I don't know how typical this is for Gold vol, 9m out.

Also, estimating the premiums paid at $2-4m ($2 per Oz) so not supermassive.

Big tail hedge, basically

[Macca @clan_adaptive]

Anyone know where I can find some hot takes on crude from 25yo LARPers?

[Macca @clan_adaptive]

@SimpleSimo44324 @PeterLBrandt looks like the setup for the Mother of all 2s30s Steepeners

[Macca @clan_adaptive]

@cgtwts @matt_barrie

[Macca @clan_adaptive]

@levychain Nice work

[Macca @clan_adaptive]

@matt_barrie elituf si ecnatsiser

[Macca @clan_adaptive]

@johnpalmer So:

1) Get on a paid plan
2) Hand over all your data
3) Buy a Mac Mini

Epic. No notes

[Macca @clan_adaptive]

Epic. Both the original and reply are absolute must-reads

[John Palmer @johnpalmer]

https://t.co/KrI5bqIUkH