casino

Market Neutral Strategist

● Fx
● Commodities
● Equity L/S

[Eliant Capital @eliant_capital]

@WaterworldCapi1 Strait is closed on weekends, open during the week

[tic toc tic @TicTocTick]

Most AI will fail.

This is just a fact.

China AI now costs 80 cents per million tokens .

In 2 years they will flood the market with cheap models .

I think only Google will win this race . All else will fail this is my thoughts at the moment .

$goog

[Financial Times @FT]

Bank of Japan raises rates to 1% for first time since 1995 https://t.co/ijYnEnGIvU

[tic toc tic @TicTocTick]

They have the Iran deal. It’s done .

Iran deal will be announced 2-3 days after SpaceX IPO.

You have to think like these corrupt mfers .

It will be a final pop and allow Musk to become trillionaire and retail to be bagged.

[tic toc tic @TicTocTick]

If adobe grows its earnings 0% next 7 years, you will still own the stock free and clear based on current cash flow.

This is I think a total gem 💎 at 200.

If it drops to 100?

Then I own it free and clear in 3 years .

3 years to own a software company!

Insane!!

$adbe

[tic toc tic @TicTocTick]

Dollar demand should now drop easing global pressure to hoard dollar .

Gold I think should resume its uptrend now that global dollar pressure eases.

Gold I believe soon can be 6000.

[zerohedge @zerohedge]

Trump confused why stocks are down

[casino @spytraderlee]

@zerohedge I dont know whats more epic the tariffs on/off era or the ceasefire/war manipulation

[Christophe Barraud🛢🐳 @C_Barraud]

🇺🇸 The US consumer is still spending but increasingly, that consumer is the top 10% 🚨

📊 At the aggregate level, consumer spending can look resilient and even strong but underneath the surface, the composition of that spending has changed materially. The top 10% of US earners now account for nearly half of total consumer spending, while the share of the bottom 80% has been steadily declining over time.

➡️ It matters because US consumption is becoming increasingly dependent on higher-income households which do not behave like the rest of the population. They are less sensitive to petrol prices, less exposed to short-term inflation shocks, less dependent on wage income, and much more supported by asset prices. The apparent resilience of US consumption may simply reflect the fact that the wealthiest households are still spending.

⚠️ As consumption becomes more concentrated at the top, it becomes more linked to financial markets. If asset prices rise, the wealth effect supports spending, but if equities correct, real estate weakens, or high-income confidence deteriorates, the downside risk to consumption can become much larger than expected.

US consumption remains resilient but is becoming less democratic and more financialised.

*Link: https://t.co/MQUKqbbBH2

[Adam Khoo @adamkhootrader]

Thought I would share something interesting.

Despite my portfolio being up 16% YTD, some of my students have been complaining that I missed the huge rally in Quantum computing stocks, Space stocks and semis like MU, SNDK etc..

[tic toc tic @TicTocTick]

Retail doesn’t now talk about silver and gold what with having bought silver at the top.

This means I must now buy gold . Looks cheap at 4500.

Under these clown at the helm, I assign fair value of gold at $6000.

I don’t like silver I don’t that much.

I am gold expert. $gld

[Thomas A. Anderson @tlanderso]

@TicTocTick China stock market hasn't gone up really because they aren't functioning as Mercantilist maximizing exchange value. They are focusing on the use value like mass producing drones, batteries, solar panels, electric cars that translates to real power unlike financial markets.

[zerohedge @zerohedge]

*TRAFIGURA BEHIND BIGGEST ORDER FOR COPPER ON LME SINCE 2013

Huntfigura Brothers

[casino @spytraderlee]

@zerohedge If Iran was not threatening to attack ships would there be insurance risk? Smh

[tic toc tic @TicTocTick]

Dealer was getting very very short ..

Now $NVDA earning gone

Dealer may now be direction neutral

So he could give one less fuck about your long

Or short

We are headed to 7600

Now 7433

$es

[tic toc tic @TicTocTick]

Gold appears under some pressure as the world assumes (mistakenly) the FED will fight and control inflation.

This will NOT happen.

In 1-3 years deflation will set in, loss of reserve status and gold in my personal view will be 10000 dollad. Now 4400 dollar.

$gld $gdx $gc_f

[casino @spytraderlee]

@zerohedge Good signal to buy more

[Eliant Capital @eliant_capital]

I'm continuing to be a real believer in copper. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though.

[tic toc tic @TicTocTick]

World war has begun.

Between countries that pay for oil in US Dollars and the countries that do not want to pay for oil in US Dollars.

SWIFT banking nations versus non Central Bank nations.

Gold is cheap at 4600.

$GC $GLD

[Reuters Business @ReutersBiz]

Blindsided by the meteoric rise of Chinese brands, sales at Volkswagen, along with its Porsche and Audi units, and rivals BMW and Mercedes-Benz have all tumbled, leaving them scrambling to staunch the bleeding in a market that used to account for a third of their sales https://t.co/RrXnRzoKh3