defyhunter

-Quant trader
-Interested in the blockchain world for years and employed in development to create
#ethbuilder#sol is not solana lol#

[Northstar @NorthstarCharts]

This may surprise some people who don't look at data/facts and simply rely on fundamentals & narratives.

#gold #silver #SPX #NASDAQ #stocks #energy #inflation #investing #trading #Oil #Crypto #Bitcoin #BTC #blockchain

[Liz Ann Sonders @LizAnnSonders]

MA breadth charts updated thru yesterday’s close

[Michael J. Kramer @MichaelMOTTCM]

The $vix spot minus the VIX 3-month futures contract, moved back above -5 today, so we will have to see if this works again to market a bottom in the VIX top in the SPX

[Jurrien Timmer @TimmerFidelity]

Financial conditions are easing fast as markets are declaring victory for this tightening cycle. But tightening was a key goal of the Fed's inflation-fighting campaign. We're still 100 bps away from a terminal rate of 4.85%. Will the Fed push back against this victory rally?

[Reformed Tr🅰️der @Reformed_Trader]

$VIX getting close. This setup has preceded volatility breakouts all year so far.

[Liz Ann Sonders @LizAnnSonders]

Feels like a long bear market but doesn’t yet come close to others in history … S&P 500 has gone just over 230 days without returning to its prior high; streak is not even past one we saw in 2016

[Alf @MacroAlf]

Powell wants Fed Funds 1%+ above core inflation.

So that means Fed Funds ~5% while we wait for the most lagging indicator in the entire macro universe to come down.

As respectable as a monetary policy stance as pineapple on Neapolitan pizza.

[Charlie Bilello @charliebilello]

Comparing the S&P 500 rallies in 2022 to rallies during the 2007-09 and 2000-02 bear markets...

[Alessio @AlessioTMAD]

Europe gas storage levels are holding up as temperatures remain mild.. let’s see next week

[Willie Delwiche, CMT, CFA @WillieDelwiche]

Bonds: 📉
Stocks: 📉
Commodities: 📉

2022 not doing investors any favors as uptrends remain in short supply.

https://t.co/C9yTe7expw

[Florian Kronawitter @fkronawitter1]

1- #ConnectingTheDots On Friday, the US released employment numbers

Of particular note was strong wage growth for November, +0.6% m-o-m (>7% annualised)

US bond yields should have RALLIED on this highly inflationary signal, instead they FELL

[Northstar @NorthstarCharts]

Gold vs M2 money supply - IF we get a monthly confirmation this is big news, & yet more evidence

#gold #silver #preciousmetals #trading #investing #stocks #commodities #inflation

[Northstar @NorthstarCharts]

Gold - what's coming next ? It's all about weighing up the available evidence. No bias - just let the chart evidence speak for itself - it doesn't need a 'narrative', just a factual interpretation
#gold #silver #preciousmetals #commodities #Crypto #Bitcoin #Ethereum #Blockchain

[@intel_jakal @intel_jakal]

Thinking about #sbf #ftx fraud I scratched out some numbers.
SBF personally borrowed 3x more than made.
Stole 5x more than raised.
Sent #tether 16x more than they raised, 3x more than he stole
#SBF was unaware
#tether has zero exposure

#ismellbullshit

[Andy Constan @dampedspring]

My clients got this signal yesterday. Sell every asset. Looks good so far

[Hedgeye @Hedgeye]

Lowest since 2005. Probably nothing

[Samantha LaDuc @SamanthaLaDuc]

Remember the tech bubble of 2000?

Yeah, that.

As @t1alpha highlights, it is quite rare to see $SPX return 3% or more while the $VIX is still trading under $25.

[Jurrien Timmer @TimmerFidelity]

In my previous thread, I suggested that it might be too soon to call the all-clear on this bear market, based on the earnings outlook and business-cycle history. Here's a brief counterargument: 🧵

[Michael Lebowitz, CFA @michaellebowitz]

Just a reminder, the real fun won't start until the curve starts heading north. That will not happen until the Fed reverses course.

[ACEMAXX ANALYTICS @acemaxx]

#Fed pricing solidifies #terminal rate at 5%, chart @BloombergTV