Kolbaszfutar

Tweets just opinions.

[TraderSZ @trader1sz]

Minimum 50k nothing less!

[Mayne @Tradermayne]

$1000 to someone who is watching and RTs this

https://t.co/tM1cB2pr28

[Sam Lawhon @lawhon_sam]

With all of this in mind, don't be an idiot. Equity markets are showing clear strength and could easily run higher. I wouldn't be surprised to see SPX 4300-4400 before we get the flippening. Now is the time to look at reducing risk and preparing your trade book in advance.

[Tom Capital @Tom__Capital]

Spanish CPI unexpectedly jumped to 7.5% from 7% in January

All good, I'm sure this can't happen with US CPI down the track, bring on the rates cuts 😬

[Kolbaszfutar @kolbaszfutar]

😂😂

[XO @Trader_XO]

@jimtalbot @joshnomics @insiliconot We’re going back to all time highs next few months.

Recessions priced in

Fed pivoting next week

Markets are forward looking

Normality has been restored

You’re shorting an asset that won’t ever go below 1k again

Raoul pal says new sp500 ath within 6 months

[Alf @MacroAlf]

Core inflation in Japan keeps rising.

In Tokyo, core CPI has now risen for the 17th straight month and it's running at the fastest pace since May 1992.

The Bank of Japan will drive a lot of macro and markets action in 2023.

Watch Japan closely.

[Alf @MacroAlf]

No, markets are not pricing a recession.

For example, high-yield credit spreads at 400 bps are wildly inconsistent with recession pricing.

Historically:

600 bps = market worried of an economic slowdown
1000+ bps = market pricing a full recession

Goldilocks becoming base case?

[Alf @MacroAlf]

The bond market is pricing La-La Land.

A) Inflation back to 2.50% in 9-12 months

B) Fed cutting to 2.75% and real yields back to zero in 18-24 months

C) Tighter credit spreads

D) Lower implied volatility

Basically, immaculate disinflation with no recession.

[Krown @KrownCryptoCave]

Fractal patterns from one cycle to the next cycle have never actually worked from what I’ve seen in Bitcoin. Yet every cycle I see people trying to copy paste the prior cycle price action to the current

[Alf @MacroAlf]

The cyclical growth rebound coming from the Chinese reopening is being priced in.

Fair, it makes sense.

But a sudden reopening of the 2nd largest economy in the world with pent-up stimulus to be spent can also be a temporary boost to inflation.

Markets are ignoring this angle.

[Keyway @MrKeyway]

When your NFT finds out you're gonna put him on the floor

[Alf @MacroAlf]

No.

A Fed pivot is not the only condition required for stocks to moon again.

2001 teaches us why.

A short thread.

1/

[Kolbaszfutar @kolbaszfutar]

@Captain_Kole1 125

[Alf @MacroAlf]

Gigantic market reaction to the recessionary PMI data coming from the US.

What's going on?

A short thread.

1/

[Mike Alfred @mikealfred]

Huobi's shadow owner is Justin Sun. Justin Sun is perhaps the most erratic billionaire in crypto. Justin has been sending billions of dollars of stablecoins around the space, including in and out of Binance. Something huge is afoot. Withdraw all coins from unregulated exchanges.

[Bob Elliott @BobEUnlimited]

While it may be difficult to predict the public markets in '23, it is pretty easy to figure out that Venture Funds are on track to lose $1 trillion in value from peak.

The vast majority of these losses have yet to be recognized. '23 will bring more realistic marks. A thread.

[Tom Dante @Trader_Dante]

Everything you need to know to smash 2023

A thread

[Tom Dante @Trader_Dante]

Some pointers for your 2022 trading review

A Thread

[Eric Basmajian @EPBResearch]

The market is starting to give up on real growth (stocks to gold).

The market is not yet ready to give up on nominal growth (stocks to bonds).

[Pratham @Prathkum]

6 websites that are so fantastic you'll wonder how they even exist (for developers):