PG

Discretionary Retail Swing/Day Trader | 28 | 🇨🇦 x 🇮🇳 | Current Base: 🇦🇷

[PG @pg_417w]

They say a picture is worth a thousand words

#Gold

[PG @pg_417w]

@mthrshpofdrp @mandapandaXRP @leadlagreport If his thesis is correct that 50% gain can be wiped out in a blink. He who laughs last laughs the hardest...

[PG @pg_417w]

@leadlagreport Don't forget -- there's a limited supply of turds. Store of value innit

[PG @pg_417w]

Imagine telling someone in 2021 that in 5 years you’d have:

- 30k Nasdaq
- 7600 S&P500
- 51k DJI
- 4500 Gold

And despite it all… BTC would still be trading below 69K.

Poetic.

[Latinometrics @LatamData]

ARGENTINA | Tech billionaire Peter Thiel relocates to Argentina, citing concerns about the U.S. future and shared ideology with leadership.

(NYT)

[PG @pg_417w]

@chaseposts @StealthQE4 It’s not all supply side. Rates are still stimulative

[PG @pg_417w]

$NVDA $AMD $MU I’m sure a huge breakout in yields is gonna be bullish for hyperscaler capex… right???

[PG @pg_417w]

@zubearc @texasrunnerDFW @StealthQE4 “Chart is the same”. Meanwhile, SPX has doubled BTC’s return over the last 5 years. One is trading at ATH while the other is 40% away. Lmfao

[PG @pg_417w]

@texasrunnerDFW @StealthQE4 Undervalued relative to SPX & gold based on what exactly…? SPX has earnings, CFs and BV. Gold has 5000+ years of industrial and monetary demand. It’s tough to say “undervalued relative to the others” without relying entirely on past performance.

[PG @pg_417w]

@wingedPigBBQ @texasrunnerDFW @StealthQE4 “Even look at how underwhelming 5yr returns are”. Read again

[PG @pg_417w]

@wingedPigBBQ @texasrunnerDFW @StealthQE4 5yr return is a cherry pick? That was the standard gauge for every BTC maxi for years until recently.

[PG @pg_417w]

BTC is just ~15% above its 2021 ATH. Compare that to where SPX & gold are now relative to their 2021 highs (55% and 145% respectively). Hell, even look at how underwhelming the 5yr return is. So you sat through 70% drawdowns just to underperform the market by a mile.

It’s fine to trade, but anyone holding it as a LT investment is getting smoked.

[PG @pg_417w]

@BuySellBA Who’s actually buying that tho? For 9k I can go to my local pasta shop and get a kilo of freshly handmade fusilli.

[First Squawk @FirstSquawk]

IMF REPORTS ARGENTINA'S POVERTY RATE DROPS BELOW 30%, REACHING A SEVEN-YEAR LOW.

[Barchart @Barchart]

BREAKING 🚨: Japan

Japan's 30-Year Yield jumps to highest level in history 📈🤯👀

[PG @pg_417w]

@AntilesSeth @dampedspring Forward P/E is more of a sell-side marketing tool than anything. How on earth can anyone extrapolate current growth into the future with the array of political & macro issues staring us in the face?

[The Kobeissi Letter @KobeissiLetter]

The US bond market crisis is intensifying.

While everyone is focused on AI and the Iran War, the US bond market is in a complete meltdown.

The 30Y Yield is now above 5.00% and the 10Y Yield is nearing the pivotal 4.50% level, which resulted in President Trump's "90-day tariff pause" in April 2025.

Long-term yields are now ABOVE levels seen prior to Fed rate cuts in another brutal reminder that the Fed can not contain the long-end of the yield curve.

At the current pace, we will likely see US mortgage rates rise back above 7.00% this year.

The question then becomes:

How much longer can markets (or the US government) ignore the yield crisis?

And, who folds first?

[PG @pg_417w]

@robbezdjian

[QE Infinity @StealthQE4]

We are two weeks from oil shortages and demand rationing according to Bloomberg.

Not months…weeks.

Anyone that thinks this oil shortage isn’t a serious immediate crisis is delusional:

[PG @pg_417w]

$AMD Pretty wild how hefty the premium still is on Oct 300P. Added one more today for good luck 😉 See you all at $220, then $170. ✌️

[PG @pg_417w]

@alex_narv Yup completely insane and caught me offside. Have a feeling this 2nd attempt is going to my way big time tho. Let’s see

[PG @pg_417w]

$AMD Pictured below — all of the open gaps left behind during this euphoric run. Not pictured is the inevitable $170 gap way below. Each will be filled in due time… let’s revisit after Q3.