Macro Apprentice

23yo trader † The market gave me everything I have

[Macro Apprentice @macrotakes]

$SOL break out

[Macro Apprentice @macrotakes]

higher.

for longer.

[Macro Apprentice @macrotakes]

First Republic is insolvent

[Macro Apprentice @macrotakes]

@RayDalio What are the effects of exporting x billions in aid to Ukraine on domestic inflation?

More generally, how do you interpret changes in the military industrial complex’s activity as it relates to global macro and domestic markets?

[Macro Apprentice @macrotakes]

@0xmev im not much of a coder, but from what I understand even the premier AI can't produce complex/novel code. Are you expecting it to find new vulnerabilities?

[Macro Apprentice @macrotakes]

@paperhanding @mrjasonchoi Realistically think there's an infinite bid ~200 simply as a 0-theta call option

[Macro Apprentice @macrotakes]

@InvestRoiss Fink on the right too, agree?

[Macro Apprentice @macrotakes]

This is a big deal
https://t.co/sbXO5LRqpS

[Macro Apprentice @macrotakes]

This was spot-on, and I'm unsettled by that.

This info was available ytd morning (perhaps earlier), explaining the run-up.

This type of info should be treated as the CPI numbers themselves - no insiders - but it wasn't

I've learned the role of politics cannot be overstated

[Macro Apprentice @macrotakes]

Confirmed MoM deflation

[GURGAVIN @gurgavin]

🚨 BREAKING 🚨

BIDEN TO GIVE A SPEECH ON INFLATION TOMORROW MORNING AT 10 AM EST

THE CPI COMES OUT AT 8:30 AM EST TOMORROW AND THE WHITE HOUSE IS GIVEN THE EXACT NUMBER DAYS BEFORE

[Macro Apprentice @macrotakes]

Unemployment will rise tremendously over the next 3 years

[Macro Apprentice @macrotakes]

@TheCryptian1 Follow and share if this was helpful!

Thanks

[Macro Apprentice @macrotakes]

Powerful Predictions from Russel Napier

Here's a summary
https://t.co/RyVQcLNAzt

[Macro Apprentice @macrotakes]

@TheCryptian1 Yea sure. You want to bet on companies that will benefit from gov’t loans, aka having more cash. One example could be banking industry does better than the high growth or tech industries.

So long the banks

[Macro Apprentice @macrotakes]

10/ How to Trade in this New World.

- Avoid gov't bonds
- In Equities, pick your sectors
- Look for companies that are well equipped for increased CapEx
- Gold will do well once the dollar settles

We are no longer in the same system we had from 1980-2020

[Macro Apprentice @macrotakes]

9/ The Politicization of Credit.

We are moving from a mechanism where bank credit is controlled by interest rates to a quantitative mechanism that is politicized.

Bankers believe in gov't guarantees: they will keep lending, and nominal GDP will keep growing.