OG Ray

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OG Ray

OG Ray

@ray0840

celebrating rare whiskies fine spirits and premium cigars

가입일 Şubat 2009
252 팔로잉394 팔로워
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Ray Dalio
Ray Dalio@RayDalio·
Watch out for people who argue against something whenever they can find something--anything-- wrong with it, without properly weighing all the pluses and minuses. Such people tend to be poor decision makers. #principleoftheday
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Ray Dalio
Ray Dalio@RayDalio·
That is how the United States beat the Soviet Union in the Cold War. Spend enough money in the right ways, and you don’t have to have a shooting war. Long-term success depends on sustaining both the “guns” and the “butter” without producing the excesses that lead to their declines. In other words, a country must be strong enough financially to give its people both a good living standard and protection from outside enemies. The really successful countries have been able to do that for 200 to 300 years. None has been able to do it forever. #principleoftheday
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Ray Dalio
Ray Dalio@RayDalio·
Likewise those that have strong and capable leadership and civil populations can be managed better than those that don’t have these, and those that are more inventive will adapt better than those that are less inventive. As you will see later, these factors are measurable timeless and universal truths. #principleoftheday
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$WhiskeyGirl
$WhiskeyGirl@WhiskeygirlX·
@coingecko Gold, Bitcoin, AND whiskey?! Talk about a power trio! Sounds like a win-win-win! #Whiskey $Whiskey
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NoLimit
NoLimit@NoLimitGains·
🚨 THIS IS NOT GOOD I really hate what I’m seeing. Gold up. Silver up. Copper up. I’ve been in this game for 20 years, and there’s one setup that makes me worried. You’re looking at it. This isn't just a rally, this is our warning. Here’s what’s happening & why I’m worried: In a normal market, this screen is impossible. Copper rallies when the economy is BOOMING, and gold rallies when the economy is BREAKING. They are supposed to fight each other. We are witnessing the breakdown of the risk-parity model. The inverse correlation between real yields and gold has snapped. When they hold hands and rip higher together, the market is screaming that the system itself is broken. We aren't seeing an inflation trade, we’re seeing a capital flight. Smart money isn't rotating sectors anymore. THEY ARE EXITING THE CASINO ENTIRELY. The market is front-running fiscal dominance, it knows the debt math is impossible without devaluation. They are dumping paper promises (stocks/bonds) to buy things that actually exist, like metals. I’ve only seen this "Correlation-1" event three times: 1: Just before the Dot Com bust (2000). 2: Just before the GFC imploded (2007). 3: The Repo market blowout (2019). Every single time, the economists said that demand is strong. And every single time, we were in a recession within 6 months. When the industrial metals and the precious metals start going up together, the party is over. I’ve been in macro for 20+ years, and I’ve built a free guide on what to do in these conditions. Comment “GUIDE” if you want it. I’ve called every major top and bottom of the last decade, and when I make my next move, I’ll say it here publicly. If you still haven’t followed me, you’ll regret it.
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Dividend Talks on YouTube
Dividend Talks on YouTube@DividendTalks·
Morgan Stanley just built a “National Security Index.” 39 stocks. 4 industries. This is what they’re watching as geopolitics heat up: ☢️ Nuclear & Uranium $CCJ $UEC $UUUU $NXE $LEU $BWXT $LTBR $OKLO $EU 🔋 Batteries & Energy Storage $TSLA $EOSE $BLDP $MVST $AMPX $ABAT $SEI ⚡ Lithium $ALB $SGML $LAC $SLI $LAR 🪨 Rare Earths & Strategic Metals $MP $CRML $METC $USAR $NB $FCX $FM $WPM
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OG Ray
OG Ray@ray0840·
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matthew sigel, recovering CFA
matthew sigel, recovering CFA@matthew_sigel·
🚨Hut 8 Announces AI Infrastructure Partnership with Anthropic and Fluidstack Hut signs 15 year 245 mw, $7B AI data center lease at Riverbend Campus Google providing backstop covering obligations for 15-year base lease Lease valued at $17.7B if all options exercised HUT +24%
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Henrik Zeberg
Henrik Zeberg@HenrikZeberg·
A MARKET TOP IS NOT AN EVENT. IT IS A PROCESS! (1) Leading Indicators (LEI) Cross-Over. When LEI cross the Equilibrium Line in my "Zeberg Business Cycle Model", the Countdown begins. Then the real economy follows: the Labor Market softens, NFP weakens - The Coincident Phase. (2) The Stock Market Deterioration. Meanwhile the stock market begins to deteriorate internally. Not as in "a top". But as in Momentum weakens. Negative divergence builds. A topping pattern forms. And this is across multiple indices. Not just one! (3) Short-term Yields Drops. Finally the Lagging Indicators turn. Inflation and short-term yields drop sharply as the Economy descends and Equity Indices complete their top. Finally - Candle Analysis will help identify the final Daily - and Weekly Candle (again ACROSS many indices). The "1-2-3"-setup that defined 2007-TOP is unfolding again today. - Observe 2007-setup in first chart. - Compare to 2025-setup in second chart. NOTE! Not "there" yet.... but the PROCESS is developing. If you think a Market Top cannot be identified - or even forecasted - you are mistaken. Major Tops do not come out of the Blue. Don't ask "WHEN". Ask "WHAT" and "WHERE"!
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Arkayn
Arkayn@arkayn0x·
Tired of losing money with Garbage meme coins. @planetwhiskey is getting back to basics. We are building an NFT / DEFI project backed by real assets in our treasury including- Real Whiskey Barrels, #Bitcoin & #GOLD $whisky #DEFI #NFTs
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Governor Mike Braun
Governor Mike Braun@GovBraun·
Indiana is proud to be 1 of 5 states chosen for USDA’s reorganization out of D.C. and closer to the farmers and producers who feed, clothe, and fuel America. Indiana is an agricultural powerhouse and we look forward to welcoming the USDA employees who will be based here in our great state and working even closer with @SecRollins and @USDA as they fulfill President @realDonaldTrump's mission to put American farmers first.
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Angel Share Ventures
Angel Share Ventures@AngelShareVC·
BREAKING: Angel Share Ventures enters into strategic partnership with Crypto project: Planet Whiskey. Angel Share Ventures is excited to announce an exclusive and ongoing partnership with the innovative crypto project, Planet Whiskey. As part of this collaboration, Angel Share Ventures will acquire and securely store premium-aged whiskey casks from renowned distilleries worldwide, specifically for the Planet Whiskey community. Our initial focus will be on bourbon casks sourced from top distilleries in the United States. Angel Share Ventures will ensure that all whiskey barrels purchased for Planet Whiskey are securely stored in bonded warehouses, where they will serve as tangible assets for the Planet Whiskey community. In line with our commitment to transparency, we will provide verifiable documentation for each cask acquired, ensuring full access for all community and project members. We would also like to recognize Planet Whiskey’s pioneering approach in merging the worlds of cryptocurrency and whiskey cask investing. Over the past 25 years, whiskey casks have consistently proven to be a robust store of value, yielding an average annual return ranging from 10% to 20%. The whiskey investment market is currently valued at approximately $72.7 billion. The integration of digital assets with whiskey investing represents a pivotal evolution for both industries. Thus, we believe that the continued expansion of Planet Whiskey’s inventory of aged whiskey casks will play a crucial role in strengthening the project’s long-term sustainability and growth. Angel Share Ventures is set to make its first procurement of premium whiskey barrels for Planet Whiskey in the coming weeks, with quarterly purchases planned thereafter. We look forward to a strong partnership and to supporting Planet Whiskey’s continued success. @planetwhiskey #whiskey #whisky #bourbon @agentwhiskeyx #singlemalt
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Tooly
Tooly@ToolySOL·
You're gonna regret not buying this dip
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