Trader(All Mkts), Fixed Income/Macro, $SPX Aficionado, long/short every tick since 1998. On the self-improvement journey. Peekaboooo™️ warning originator
If you’re a serious trader and want to be surrounded with a group of traders with only one purpose-to beat mkts, check out: @PowerTradingRm I give real time commentary 18hrs a day in there.
🚨🇺🇸The Senate just killed the SAVE Act, 48-50.
Voter ID and proof of citizenship, supported by over 80% of Americans, dead.
Four Republicans voted no: Tillis, Murkowski, McConnell, Collins.
The uniparty showed its face today...
Trading is not an intellectual activity. It's an emotional one.
The decisions that cost you money aren't analytical failures. They're emotional ones. Fear. Greed. Ego. The inability to pull the trigger. The inability to let go.
Over-intellectualising pulls you toward analysis and perfectionism and away from the one thing that actually matters: taking risk.
The best traders don't eliminate the emotional side. They learn to work with it. Ignore it at your peril — it's always there, and it will always find you.
These MAGs issuing debt and stock for the first time in a long time, staying away from them for a bit. This is more fuel for AI buildout names though.
Wait and see when mkt realizes CAPEX going up not down, infra names going to like this news.
The AI bubble is primarily an earnings bubble rather than a valuation bubble. My report this week discusses the metrics investors should monitor to know when this bubble is about to burst.
Clients can read it here:
https://t.co/nPpZ5E1mas
Biggest scam S&P waiving profitability prerequisites for $SPCX
S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability. This requirement has been in place since dot com blow up, ironic.
Peter,
For gods sake you have a PHD from Harvard in economics and you think rate hikes controls the long end? Mortgage rates just went up 50bp in 2 months, did the Fed raise rates? Nope
@capreseboy The whole war was poorly planned. If you’re going to do it, do it right. Put 1B barrels of oil in a strategic reserve, get your finances in order and have other countries join.
Lyndsey Graham and Levin are losing it. 😂😂
I’m here for it.
US can’t stomach geopolitical events anymore without blowing up the bond market (post COVID). It’s a new world