Razvan

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[MisterSpread @MisterSpread]

Why this QE is not the Bazoo-QE we had post-GFC and post-Covid: Context matters

1/ Let’s cut straight through the noise. I know we live in a fast-paced era, but give me 5 minutes of your time and you will better understand what happened yesterday, with no doom or boom porn.

From the get-go, I just want to say that I'm not a plumbing expert.

All I know and write below is what I've learned over the years, mostly from @conksresearch and also from reading @jameslavish from time to time, so I accept any criticism towards what I’m about to say below:

[MisterSpread @MisterSpread]

Rate cuts are NOT bearish or bullish educate yourself: Context is key

Exactly like the title says and contrary to both doomers or permabulls, when Federal Reserve is cutting rates is neither bearish or bullish, it ALL depends on the context when the cuts are done.

Since September FOMC is around the corner, I thought is a good moment to remind people that is much better to do a bit of research and understand the bigger picture, then to listen to larps and engagement farmers (both sides), so here it goes:

1. Cuts because Recession - very bad short/medium term, 3-12 months for recovery.

2. Cuts because Panic - very bad short term, OK medium/ long term, 1-3 months for recovery.

3. Cuts because Normalization - small potential drop short-term and very good medium, long term.

It's all about the context in which we will find ourselves when FED cuts this year (IF they cut this year), but in general people just take information around here as it comes, without more research.

I had the same debates in March last year with people who either didn't understand the macro regime, didn't have enough information, were ignorant or all 3, so to conclude:

1. IF Fed cuts in September, is it done because of a Recession? No - then it's bullish

2. IF Fed cuts in September, is it done because of Panic? No - then it's bullish

3. IF Fed cuts in September, is it done because of Normalization? Yes then it's bullish

Thank you @RyanDetrick for the information and research going back to 1984🤝.

Bookmark and Retweet this post so others can have a balanced view for the upcoming meetings!

[Razvan @razva_s]

@maur_gabriel Vreun motiv anume pentru care il tot sterg?

[Razvan @razva_s]

@maur_gabriel Salut Gabriel, incerc sa gasesc indicatorul pe TradingView si nu reusesc... l au sters din nou?

[Razvan @razva_s]

@hobincus Donald Trusk? 🥴

[Razvan @razva_s]

@realdanielnita Have fun!

[MisterSpread @MisterSpread]

GM,

Very important week in crypto! Join me and @realdanielnita for the first Monday Kickoff of 2024.

We're gonna discuss the BTC ETF scenarios, TradFi, macro, altcoins and more! Join us at 2PM CET / 8AM ET, and as usual like & RTs are appreciated 🫡. https://t.co/n6zYeVyE6q

[Alexandru Hobincu @hobincus]

Ratele dobanzii se mentin! Cum procedez mai departe? https://t.co/Bevbyt044k

[Alexandru Hobincu @hobincus]

Vine corectia aia mare? - #cryptomorning https://t.co/FzRmEkoj8X

[Daniel Nita 🇷🇴 @realdanielnita]

GM! Today, we kick off the week with TheMondayKickoff, Episode 09, alongside @MisterSpread. What's coming up in November for the markets? Is the Bitcoin rally ending or just getting started? How about the S&P 500, DXY, and bonds? Join us at 14:00 CET! LFG https://t.co/Ah5pxnUXeX

[Cosmin S. Roman @cosminsroman]

In 2025 nu va conta decat cat de mult ai acumulat in 2023 si poate inceputul lui 2024. Vei si uita momentele in care unii au fost long sau short pe time frame-uri scurte, iar dupa cum stii bine banii care schimba soarta unei generatii pentru familia ta, se vor face din investitii nu din trading.

Raportat la un interval de timp scurt/mediu peste 2 ani nu va conta parerea mea sau a altuia care isi asuma riscul de a vorbi in public.

Important e sa asculti pe toata lumea si sa nu crezi pe nimeni.

Important e sa ai gandire critica si capacitatea de a rezuma mai multe idei, pentru a crea una noua la care sa te raportezi in functie de felul in care e sanatos pentru tine sa abordezi pietele financiare.

Strategia mea nu va functiona pentru tine si vice versa. Fiecare avem asteptari diferite in ceea ce priveste castigurile, apetenta la risc e diferita, felul in care gestionam riscul este diferit, o suma care e importanta pentru mine pentru tine poate sa fie infima sau invers.

Lucreaza la a iti imbunatati mindset-ul investitional, iar la un moment dat vei constientiza ca vei deprinde niste skill-uri care iti vor folosi intreaga viata.

Un retweet m-ar ajuta si pe mine dar si pe acel prieten caruia crezi ca i-ar putea folosi ideile de mai sus.🫡

THIS IS THE WAY!

#WAGMI

[Razvan @razva_s]

@MacnBTC $SOL