bardtamir bardtamir

[Finom Group @GroupFinom]

🚨Good news, but MOST missed🚨

With Wednesday's broad-mrkt decline, down-leg of Zweig Breadth Thrust re-started below .40.

Day 1 was yesterday. 10-EMA has to get to .615 in remaining 9 trading sessions.

After new signal, 10-EMA rallied to .44 yesterday.

$SPX $SPY $ES_F $NYA $QQQ $IWM $MDY $DIA $VIX $NDX $MAGS

[bardtamir bardtamir @tbard123456]

@gummibear737 Nope

[bardtamir bardtamir @tbard123456]

@wallstengine lol
Anyone buying this?

[bardtamir bardtamir @tbard123456]

@Beth_Kindig lol
Not enough compute they keep telling us

[bardtamir bardtamir @tbard123456]

@robin_j_brooks And we should take their word and believe them?

[bardtamir bardtamir @tbard123456]

@KHerriage You need more time looking at your phone?

[bardtamir bardtamir @tbard123456]

@Silicon_Data lol
This time is different :)
Investors never learn

[bardtamir bardtamir @tbard123456]

@DrJStrategy It’s 25 basis points
Not changing anything

[bardtamir bardtamir @tbard123456]

@KHerriage Do you know when the w@r is going to end?
Next month
Next year
Next two years?

[bardtamir bardtamir @tbard123456]

@firstadopter 1.2 billion weekly AI users
All getting served
No time out
Tokens prices crashing
Interest rates go higher, data center cost more - less profit
2027 will add huge compute
Anyone really don't see that we are getting close to the end of the cycle?

[bardtamir bardtamir @tbard123456]

@BergMilton https://t.co/b6rxb4yvsu

[Finom Group @GroupFinom]

For those pounding the CPI table due to one-offs, that will prove quite the myopic view in the coming monthly reports. If you found the wrong tree, stop barking 🆙 it, please. 🐶

Nasty, 🤮 trend for CORE import prices!

[bardtamir bardtamir @tbard123456]

@DavidSacks Lol

[bardtamir bardtamir @tbard123456]

@Bluekurtic The 2 year note is 100 basis points above fed fund rates
At least 2 hikes in the next 3 months

[Dhaval Joshi @DhavalVJoshi]

IMPORTANT UPDATE: The recent surge in the real bond yield has just reached the extreme that broke stocks in 2018, 2022, and 2025.
With Fed and BoJ hikes imminent, there's a high probability that we can buy high-flying stocks at a significantly lower level in the next eight weeks

[bardtamir bardtamir @tbard123456]

@KobeissiLetter Not if there are multiple of hikes

[bardtamir bardtamir @tbard123456]

@steve_hanke https://t.co/RQPc4BaN0x

[Rory Johnston @Rory_Johnston]

Hormuz oil flow continue to climb, now with reports of daytime transits.

The 7-day average of oil transit flow through Hormuz rose to nearly 12 MMbpd as of Sunday, easily the fastest pace since the post-MOU June-July breakout—and this time there's virtually no Iranian crude.

[bardtamir bardtamir @tbard123456]

@Rory_Johnston Ok
Anyone can verify that?
Of course no

[bardtamir bardtamir @tbard123456]

@robin_j_brooks lol
No hike market up??
The bond market will revolt with yields up a lot
Dollar tanks
And market tanks
There’s no good outcome when 2 years note is 100 basis points above fed funds

[Warren Pies @WarrenPies]

FED

It's popular to suggest the 10y yield will fall if the Fed hikes rates this week.

Unless this is a "one and done" hike, though, history suggests the 10y will rise as the hike cycle progresses.

The 10y has risen in every modern hike cycle (especially early in the cycle).

[bardtamir bardtamir @tbard123456]

@GavinSBaker @imnotharsh lol
You didn’t get it
They’re doing this bc they understand that in the long run they will lose to the open source
And, they will never recoup the investment