DDS Macro

Macro Trading
not financial advice

[DDS Macro @DDSMACRO]

@Fullcarry explosions heard in Tehran and southern Lebanon, according to Ransquawk

[DDS Macro @DDSMACRO]

Unpinned...

[DDS Macro @DDSMACRO]

Hard to overstate the importance of today's #AVGO earnings. AVGO and MU keeping indices pinned here but many large components now with sizeable corrections (DELL even down 13% since yesterday's ATH). Implied move of almost 8% priced.

[DDS Macro @DDSMACRO]

@VolatilityWiz

[DDS Macro @DDSMACRO]

@Fullcarry @investingLive_ just hope i'm at screens when they do :)

[DDS Macro @DDSMACRO]

@Fullcarry @investingLive_ 5 BF straight line since their last round of intervention since early May. Ueda overnight didn't even sound that hawkish. Wonder what their plan is...

[DDS Macro @DDSMACRO]

@69PostMax @EffMktHype Yup - reaction will be interesting, and if they beat and struggles to exceed vol projections probably not a good sign near term

[DDS Macro @DDSMACRO]

Notable corrections from recent leg highs in several top components, including GOOGL (-10%) and MSFT (-5%), the #2 and #4 largest SPX components. NVDA (#1) and AAPL (#3) are key names that remain strong and supportive, but it’s the parabolic moves AVGO (#6) and MU (#9) that are really pressing the index and the ones to watch near term for any signs of “squirrely” trading.

[DDS Macro @DDSMACRO]

@krugermacro curious why you think he has the world by the balls here? seems might be vice versa and trending towards a worse deal than JCPOA.

[DDS Macro @DDSMACRO]

@citrini the MOF/BOJ's plan/thinking for JPY

[DDS Macro @DDSMACRO]

@TgMacro Legend. But Brunson has a chance to become something even bigger in New York: Immortal

[DDS Macro @DDSMACRO]

We were led to believe a deal was imminent and now both parties are carrying out strikes during a 'ceasefire'. And market piled into DNTs and carry and my entire twitter timeline is brag posts about 750k accounts run to 20mm. hmmm

[DDS Macro @DDSMACRO]

May the Tweet be with you.

[DDS Macro @DDSMACRO]

@DustinGouker wild signature

[DDS Macro @DDSMACRO]

@AndreasSteno $NBIS

[DDS Macro @DDSMACRO]

another MOF intervention in USDJPY tonight

[DDS Macro @DDSMACRO]

@dampedspring @cptgrumpus @brewmarkets @grok i don't think he's encouraging people at large to do that. the comment probably more about his role an absolute return money manager, who probably shouldn't get away with charging high fees if just closet indexing

[DDS Macro @DDSMACRO]

@MichaelMOTTCM shows you how poor resting liquidity is