Llama Farmer

What is America without Freedom?

Our economy and global power came because individuals were free to THRIVE here. Don't give an inch.

[Llama Farmer @datadropsmatter]

@DeItaone on 4% inflation. Not a "recession" but definitely a recession.

[Llama Farmer @datadropsmatter]

@DeItaone and inflation of? 4%? That's a recession.

[Llama Farmer @datadropsmatter]

@DeItaone that's nothing

[Llama Farmer @datadropsmatter]

@DeItaone $10k for 7nt family of 4

[Llama Farmer @datadropsmatter]

@DeItaone not newsworthy

[Llama Farmer @datadropsmatter]

@DeItaone geeze

[Llama Farmer @datadropsmatter]

@DeItaone They see China coming back

[Llama Farmer @datadropsmatter]

@TicTocTick Walker is a loony toon, no thanks

[Llama Farmer @datadropsmatter]

@TicTocTick China will need oil longer than we will

[Llama Farmer @datadropsmatter]

Google "When Did Covid 19 start"
Answer: Dec 12, 2019

Then go calculate days between 9/11/2001 and 12/19/2019.

6666

Odd!

#covid #conspiracy

[Llama Farmer @datadropsmatter]

@TicTocTick $pfix

[Llama Farmer @datadropsmatter]

@DeItaone kid gloves

[Llama Farmer @datadropsmatter]

5.5 months later;
Alsn 45 (+15%)
Cown 39 (+70%) (buyout)
GM 40 (+21%)
MHK 101 (-19%)
WHR 146 (-9%)
X 26 (+30%)

still believe in mhk and whr. Demand for their products is not destroyed, just moves fwd or bkwd in time. ALSN near fair price, maybe time to sell CovCalls if >52.

[Llama Farmer @datadropsmatter]

Although I think the bears have plenty of work to do in cutting still LOFTY valuations of some stocks I think there are pockets of value out there now.(current : my target based on what i know today)
$alsn (39:46)
$cown (23:62)
$gm (33:65)
$mhk (125:165)
$whr (160:280)
$x (20:68)

[Llama Farmer @datadropsmatter]

Round about 843am we saw the /tn backtesting the it's 829am close (data drop point). The /nq was still +80 from where it started. dxy was still bullish below its data drop point BUT it was hitting a pivot point(study). I figured that was worth a halving, so took a short.

[Llama Farmer @datadropsmatter]

Today the 830 drop was a volatile swing +-40pts on /nq within seconds. That candle was really hard to make money on. But at 831am we started to get clarity on dxy down (bullish), /tn up (bullish), and /nq up. It all made sense, so no dislocation. HOWEVER...

[Llama Farmer @datadropsmatter]

@zerohedge all in 0dte puts, its about to drill

[Llama Farmer @datadropsmatter]

@elonmusk @cocainebear All in OTM Puts boys!

[Llama Farmer @datadropsmatter]

@DeItaone Let's see how much I can lose on futures today!

[Llama Farmer @datadropsmatter]

@DeItaone Me Chinese me play joke