Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave

No financial advise
My edge is my understanding of cyclicals & non cyclicals
My goal is to stack assets my whole life & post mortem; one day change everything

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

With great power comes great responsibility.
Everyone who is reading this has the potential to make this world a better place.
Everyone can find his individual way.
It’s up to us if we choose to look beyond our personal needs.
We’re all free, we all have a choice.

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@0xDavecryps If you are young and pay 2200 you pay too much. Get a smaller one. And a room mate. The boomer is right. I’m no boomer and I’d be even harsher. But I’m so savy, people can’t match that at all

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

Don‘t short the market just yet. But I think THE top will happen within 6 months

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@DemonFramed Everything’s affordable to those who own the assets

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

People forget that Iran blocks Hormuz as an act of war against the US. And its getting stronger each week. Trump will either give in or has to escalate. A stalemate benefits Iran and the oil price. I hide in oil stocks till this resolves or the oil price crashes the world economy

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@russ_kol I remain bullish, but for now I’ve shifted fully to oil. I‘m kinda freaking out a bit. Lithium has done amazing so far. I’d reallocate if oil crises gets resolved. But since I see a broad crash in the next months, I just hide in oil and cash. Till Hormuz reopens

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

Oil dumped today along many assets. It’s one of the few that will recover while the rest will slip into Q3, then free fall. Unless Hormuz reopens. Which I don’t expect till panic forces trump to yield

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@FirstSquawk Market coming up with this 3-4 weeks before oil enters shortage (which equals many rate hikes; a killing amount of hikes)

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@FirstSquawk Market coming up with this 3-4 weeks before oil enters shortage (which equals many rate hikes; a killing amount of hikes)

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@schroed29 Ich bin dran. Aber mir fehlen da noch ein paar hundert Jahre an Vermögensaufbau. Ich hoffe jemand ist schneller. Mehr Angst macht mir aber Kommunismus. Dann geht es gar nicht mehr

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@robinmonotti Then oil wouldn’t have sold. No. The market crash hasn’t just started and was overdue. This was nothing. Covid will look like a small sneeze in comparison

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

USD JPY breaking out. I took a moment to understand the carry trade. Once the us stock market enters the big oil induced correction this will reverse and speed up the stock market crash. It’s kinda a funny effect causing this. Massive credit in jpy was used to buy US stocks

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

They’ll win against a super power without killing much people. And for any fallout the super power who didn’t make deal with them is also responsible. I don’t like Iran or its leadership, but I respect their solution to this asymmetric war. As for me, I stay long oil and scared

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

The market has forgotten that not trump but Iran has shut the strait. And it shut it to hurt the US and its allies. They won’t quit weeks ahead of their economic nuke exponentially increasing in leverage on trump. If they do, they’d be kinda stupid. It’s a peaceful act of war.

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@Acyn We know about the spr oil. We don’t know about how much China covers his butt. But that won’t matter, cause the market panics when western reserves get low

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@calvinfroedge They are farting into everyone’s faces at this point

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

Kinda funny how it currently feels like I’m on the wrong side with my bullish oil bias. Inventories draining every week and Iran has no incentive to give up its leverage. Either trump pays them out and they rearm massively, or oil escalates in the next weeks. I see the latter

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@financialjuice He is talking about his insider trades imo

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

@OilHeadlineNews At this point, just say grace.

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

I firmly believe that if anything I’m still underestimating the oil market risk. And I see 2008 like risk at least

[Rumor&Value&Cyclicals&Bullwhipeffect &Elliottwave @rumorandvalue]

After market volatility today: is Hormuz still shut? Yes
Is a deal realistic? No
One week closer to spr being below 45%. 3-4 weeks left imo till panic