Cameron Osborne

Proprietary short and long term statistical trading strategies | Macro trading ideas | Find the edge | USA | Dubai

[Cameron Osborne @dailyEdgeGroup]

Yes.

[Cameron Osborne @dailyEdgeGroup]

@D37732878D @JC_ParetsX Agree, that’s why I want long on the 60-70% healthcare correction last year.

[Cameron Osborne @dailyEdgeGroup]

AI can’t make you a product leader or a visionary.

[Jen Zhu @jenzhuscott]

Massive output uptick due to agentic AI. Complete flat adoption.

[Cameron Osborne @dailyEdgeGroup]

@eleetwi @danielisdizzy Buy November puts in SPY

[Cameron Osborne @dailyEdgeGroup]

@BraVoCycles @grok what date in 1987 did this metric occur according to the poster

[Cameron Osborne @dailyEdgeGroup]

With this amount of momentum on all time frames, this will likely take several bearish divergences and higher highs to unwind.

[Michael Ballanger @MiningJunkie]

In over fifty years of investing, I have NEVER seen a better shorting opportunity than the semiconductor sector where it is priced for absolute perfection to infinity...

[Jason Lewris @jasonlewris]

BREAKING - as of this morning, 12% of Florida's for sale homes are in active fire sale territory.

This means they have been sitting on market, the seller is actively cutting prices and increasing the frequency of those price cuts.

The pressure is mainly concentrated in Tampa and Fort Myers, where fire sales now top 30% of listings in some submarkets.

This means sellers cannot find buyers even though they want to.

[Cameron Osborne @dailyEdgeGroup]

Yup. I entered gold (Z) 2026 futures at the 200 DMA this week.

[Cyrille Jubert @Menthalo1]

Gold: end of consolidation ?
#gold
Banks in China are opening the tap to let the chinese invest again in gold.
Next week, we should see gold break this flag to the upside.

[Cameron Osborne @dailyEdgeGroup]

Blowoff to exceed dot com IMO. I give it to 2028.

[Jay Kaeppel @jaykaeppel]

This is NOT a "Sell" signal IMO. However, it IS an "Open your mind to the possibility of selling" signal. Also, an excellent place to invoke...
Jay's Trading Maxim #18: Follow the trend, but DO NOT fall in love with the trend. @sentimentrader

[Cameron Osborne @dailyEdgeGroup]

No.

[The Great Martis @great_martis]

🚨 Welcome to the Everything Bubble : Valuations Have Never Been This Insane.

Won't be long.

[Cameron Osborne @dailyEdgeGroup]

I have come to believe that the consumer sentiment index is likely very biased when considering its polling samples.

[Peter Mallouk @PeterMallouk]

A consequence of the K-shaped economy in one chart: stocks at record highs, consumer sentiment at record lows

[Cameron Osborne @dailyEdgeGroup]

Oil needs to crater or the FED will be forced to raise rates to match the 2-year yield.

[Lisa Abramowicz @lisaabramowicz1]

Traders aren't listening as much to Fed speak as forward guidance and instead are pricing in rate hikes with more certainty than what's coming from US central bankers. Last week, US 2-year yields climbed to 50bp above the Fed funds rate, the biggest gap since late 2022.

[Cameron Osborne @dailyEdgeGroup]

Important

[Meb Faber @MebFaber]

Tom Lee (@fundstrat) says the U of Michigan sentiment survey has become "notoriously partisan" — and it's distorting how the market reads the data:

→ Around 25% of Democratic respondents say inflation is currently running over 100% right now.
→ Republicans currently read sentiment at 87, Dems at 32 (both flat year-over-year).
→ 51% of Democratic respondents are now below the survey's all-time "worst ever" reading of 47.6.
→ Median 1-year inflation expectations: Dems 4.8%, Republicans 1.0%.

"University of Michigan went to no longer doing a phone survey. So it's online only...the response rate now is roughly 66% Democratic versus 33% Republican. That's not a fair breakdown of The US overall."

"The Democratic responses for current conditions is essentially unchanged since November, and the Republican responses are unchanged since the summer. The only reason that overall number kept dropping is that it's reflecting a greater percentage of Democratic respondents."

[Cameron Osborne @dailyEdgeGroup]

I estimate that the American people have a memory capacity of about 2-3 months at this point. That’s the headline retention model.

Therefore, Trump has to get oil down to $70-75/barrel by the first week of August so that by the time Americans hit the midterm voting booths, high gas prices have become a distant memory.

[Cameron Osborne @dailyEdgeGroup]

Imagine buying $MU for $2.00 in 2009.

The % distance above the 50 month MA (top indicator) is at an extreme along with most semi names. $SOX has a little further o go to reach the stretched levels of March 2000.

[Cameron Osborne @dailyEdgeGroup]

@garrytan The winners build from a foundation of durability, safety, idempotency, retries, scalability.

We choose Temporal to back our AI workflow builds and agentic orchestration.

[Cameron Osborne @dailyEdgeGroup]

Love the audacity and level of history rewriting

[*Walter Bloomberg @DeItaone]

ADVISER OF IRAN'S SUPREME LEADER: IRAN'S MANAGEMENT OF HORMUZ STRAIT ENDS 50 YEARS OF INSECURITY IN THE GULF