Vic Ramon

Recovering tech founder. Former Co-founder & CTO @AdQuick. Early @instacart. Currently, CTO/Product consultant.

[Vic Ramon @vicramon]

@GavMcCracken How much time is left on your PhD?

[Vic Ramon @vicramon]

@Kacper_PK_CH Ah I see, thanks for explaining! I'm learning from your posts, appreciate the insights. Would definitely subscribe if you end up offering a paid newsletter.

Do you decide to go long automatically on the EMA cross, or are there other factors that must also align?

[Vic Ramon @vicramon]

@Kacper_PK_CH Thanks for the reply. I mean, what is the definition of this number? You said it's 5% right now, where does that come from?

[Vic Ramon @vicramon]

@ZeeContrarian1 Appreciate your insights. But on this one, are you not worried about the macro situation at all? Iran needs enrichment for security, Israel wants zero, Trump seems to do what Israel wants, so how can they come to an agreement? I want to be wrong but I'm pessimistic

[Vic Ramon @vicramon]

@GavMcCracken The blockade news hit Sunday. They have to show up at the office on Monday, have a meeting, make a decision, and program in a buying/selling program.

More evidence for this: Monday March 2nd, the first market day after the bombings, was actually a medium green candle.

[Vic Ramon @vicramon]

@GavMcCracken 1/2 I also find this crazy. I have a theory, at least for SPX. What if, upon the ceasefire news and ensuing talks, huge institutions set their switches back to long, but because they can't buy all at once, it's happening through automated metered buys....

[Vic Ramon @vicramon]

@Kacper_PK_CH Yeah exactly :)

[Vic Ramon @vicramon]

@potassium_phd Respect 👏👏👏

[Vic Ramon @vicramon]

@labubu_trader @bubbleboi From what I read:
- they would know where the mines are
- some mines are smart, their ships can broadcast a code so they don't blow up
- mines would go in the deeper parts of the strait, their ships instead would stay closer to their own coast, which they control more easily

[Vic Ramon @vicramon]

@calvinfroedge Iran can keep their economy afloat indefinitely by allowing China-bound ships through.

The U.S. would need to blockade those ships for leverage... which would ignite trade issues with China.

IMO the U.S. has way less leverage than Iran right now.

[Vic Ramon @vicramon]

@bunchofnumberz1 @calvinfroedge Explain how the U.S. wasn't able to stop the Houthis, but it will be able to stop Iran

[Vic Ramon @vicramon]

@potassium_phd I dk, the truth is getting through, not sure propaganda can bring the price down. Maybe big players try to do a flush, but I think it would regain quickly.

Trump could Taco, but my hunch is no earlier than Wednesday. Israel wants this war. He does what they want, clearly.

[Vic Ramon @vicramon]

@toiletkingcap

[Vic Ramon @vicramon]

@GavMcCracken Every time I see you and calvin on the TL I have to do a double take on what I just read

[Vic Ramon @vicramon]

@GavMcCracken

[Vic Ramon @vicramon]

@Yeah_Dave Thanks for sharing 🤙

How do you get access to all this institutional research? I see charts from Goldman, BofA, UBS, etc. in your tweets/articles.

[Vic Ramon @vicramon]

@calvinfroedge If banks are doing funny-business with paper, the margin hikes are actually good, people who want physical delivery won't have a problem putting up the full amount.

Raising margins to 100% may be the only way for Comex to actually be a legitimate market.

[Vic Ramon @vicramon]

@_Gold_Is_Money_ @DarioCpx Woah. @abcampbell thoughts?