codemogul

[codemogul @codemogul]

They don't print money any more. They are just big spenders into a regime $MU has taught us has specific performance commitments for them to pay into...

Back when they printed cash to their books, they were a different story..

You can't look at them the same way now.

[PHARM.Dabbler @PharmDabbler]

Overwhelming negativity can only mean one thing $META $MSFT

Bottom must be near, right?

[codemogul @codemogul]

@KobeissiLetter Kinda wish it had stayed down there a little longer, tapered off, or something in the normal range.

But that reversal made even less sense.

[codemogul @codemogul]

@MichaelPBento Also, possibly a little bit of Administrative Meddling:

https://t.co/s3IslqlZIX

[codemogul @codemogul]

@OddStats Don't ignore the 'Nopes'

Oct-Dec 2018 was a bloodbath on $QQQ, a very effective 23% drawdown in 58 days. Every trip over the 20ma was rewarded with a kick lower within 3 days.

It sure as sh@t felt like a Bear.

[codemogul @codemogul]

@MichaelPBento LMAO! Spot on!

All your poor zoomies don't know the joy of this man, RIP

[codemogul @codemogul]

Hello! McFly!

Why is the US getting called for 1/2 Million barrels from a leading commodity trader??

And more SPR draw? Can't we just pay it in Venezuelan?

🫠

[FinancialJuice @financialjuice]

US to release 500k bbl crude oil from SPR to Vitol

[codemogul @codemogul]

@MichaelPBento Running out of 'oomph' per spend

[codemogul @codemogul]

@DarioCpx It's coming fast now. USD/JPY 52 week high this morning.

Tallyho!

[codemogul @codemogul]

@MichaelPBento Dude, you're right.

But please stop feeding the trolls...

[codemogul @codemogul]

@HackingDave Walking pneumonia is a thing right now. Vectors I've seen are university kids coming home and _the gym_.

Feel better man!

[codemogul @codemogul]

Excellent assessment of the FOMC and new Fed Chair Warsh posture.

Definitely agree that the 'Task Force' (soon to become a meme) is an accountability shield.

Also, given the focus on Price Stability over Employment, I wouldn't be surprised if tomorrow's Jobless Claims are messy

[Michael Bento @MichaelPBento]

My take on the first Fed Chair Warsh presser:

-He seems just as ambiguous as Powell, if anything slightly more so.

- He emphasized more of a focus on inflation and price stability. This in my opinion is the most hawkish element, he hardly mentioned the maximum employment mandate, which means that he is with the committee in signaling a rate hike will be coming in the near future if inflation doesn't come back down on it's own soon.

-Though he is pledging to be open to the Fed using more new data sources to inform monetary policy decisions, he kept using the phrase "make hard choices." Again this seems like a hawkish signal.

-While he declines to issue direct forward guidance unlike Powell, the statement does drop breadcrumbs and he does in a way do so with his tone and intent.

-He seems to be hinting that he is okay with the market exhibiting growing pains in response to the new direction of the Fed under him.

-His excessive referencing he is going to create task forces for everything to me signals that he is going to use them as a shield to hide behind to protect himself from the blowback of the effects tightening will have on markets.

Overall this was extremely hawkish and Warsh appears to be more of a hawk than Powell was. His focus on price stability and inflation while disregarding the employment mandate would seem to suggest we are going to see a more aggressive tightening bias in the near term that could disrupts markets with the goal of longer term price stability. Everyone who thought he would be another Mirin because Trump appointed him clearly disregarded his hawkish history on the Fed. I'd say we are in for a bumpy ride.

[codemogul @codemogul]

@SeaKingOptions And suddenly /CL takes a back seat as DXY launches.

When they adjust it this time, it's gonna hurt.

Just waiting patiently...

[codemogul @codemogul]

These are the sort of people I want for neighbors.

[SwiftOnSecurity @SwiftOnSecurity]

From my tour today:
Dog stick library
(FREE)

[codemogul @codemogul]

@Pharmdca @FIFAWorldCup @FIFAcom Systems which enforce lack of accountability, by design, will produce chaotic outcomes.

[codemogul @codemogul]

@UnicusResearch Any given Sunday would be fine!

Because then Shenanigans are _OVER_!

[codemogul @codemogul]

@snorlax_uw Looks like there were a lot of 50-share allocations for retail, regardless of requests up to 1000.

Thinking someone doesn't want covered call writes when the options chain opens...

[codemogul @codemogul]

@MichaelPBento Diabolical PA for BTD bulls...

Hope you printed today.

Waiting patiently for USD/JPY correction, then we get to see _big red sticks_

[codemogul @codemogul]

@SlopeOfHope Enjoy your Starbucks Latte!

No, you have a better taste than that. Coupa!

[codemogul @codemogul]

It's true, and it was a heck of a ride as those IPO's went off. And plenty of hot stock splits too...

But none of them were shooting for a Hail-Mary and land in the top 5 market caps in the world.

It's when new rules are made and standards are set aside that things get hairy.

[Eliant Capital @eliant_capital]

"NetScape IPO will be the top"

"Yahoo IPO will be the top"

"Amazon IPO will be the top"

"Ebay IPO will be the top"

"Globe,com IPO will be the top"

[codemogul @codemogul]

@FrankCappelleri @LeverageMonkey Red pill