It’s been my favourite thing to do this year.
Biking within the city and getting to know the city on a deeper level.
Tokyo,Edmonton,Boston,New York City.
#Yeg#日本レコード大賞#Tokyo
One week ago every headline was bullish. Record highs. Nine week winning streak. MU at $1,000. AI unstoppable.
Today every headline is bearish. CPI at 4.2%. War expanding. Semis crashing. Rate hikes coming.
The market didn't change that much in seven days.
Your psychology did.
That's how it always works. Humans don't process risk in real time. We process it in hindsight. Everything feels obvious after it happens. Nothing felt obvious before.
Last week felt safe. It wasn't. This week feels dangerous. It might not be.
The market doesn't move on facts. It moves on how people feel about the facts.
And feelings shift faster than fundamentals ever will.
Follow the signal. Not the sentiment. 📡
@Bigkev451 I agree with you.Big shoutout to you bro I’ve made some huge bank since Friday .Been learning a lot from the TTP spaces.
OKC to the world 🌍.
#TTP to the world 🌍.
CPI is out in 3 hours
I believe the market is not expecting it to come in line or cool
I think it has largely factored in a miss
A slightly hotter than expected print will not trigger a correction
This bull cycle will last far longer than Wall Street expects.
There is no bubble. AI infrastructure and semiconductor demand are still in the early stages, supporting S&P 500 earnings growth toward $650 by 2031.
Inflation is not the issue many claim; a supply shock simply changes relative prices. Why does everyone forget their undergraduate economics?
Warsh is not a hawk.
We are also heading toward a constructive Iran deal that restores risk-on momentum.
Ignore the doomers. This cycle has substantial room to run.
“Time will tell” is one of the realest quotes ever because time will eventually tell who put in the work, it will tell who was disciplined, it will tell who was playing the long game. Time will indeed tell.
Kenya's plan to produce its first oil by the end of 2026 is at risk after the government cut Sh9.8 billion meant for the South Lokichar oil project in Turkana.
The decision came after the funding was removed from the 2026/27 budget estimates approved by Parliament.