mamba
745 posts

mamba
@0xregarded
NFA trading journal for reflection. This will be a stream of conscious/schitzoposting account
Solana, FL Katılım Kasım 2024
232 Takip Edilen65 Takipçiler

@smoovie420 Isn't this bullish and showing an unwind is happening
Like longer term
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Genuinely, unimaginably bearish
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸 David Sacks' term as President Trump's crypto and AI czar ends.
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After today, credit markets are even better positioned as the Fed now has the political capital to ease.
The inflation spike case is off the table. The economist experts were wrong again.
Lacy Hunt was right! The Fed is behind on easing.
2 year nominal and 2 year breakeven inflation rolled much lower.
The liquidity cycle is actually turning up even tho growth risks in certain sectors pervade.
This is a microcosm of how much the debt markets need yield:
“Lenders are agreeing to fund 80% to 90% of the total cost of a data center project, said Jason Tofsky, global head of digital infrastructure banking at Goldman Sachs.
Data center lenders have typically funded 65% to 80% of the total cost of new developments, according to data from real estate firm JLL.” -The Information
That doesn’t seem worrisome, in fact, might even be the next stage of euphoria…
This is next stage when the sociopath liars come out of the woodwork to try to fund nonsense and oversupply the market with bogus equity.
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Looks like the start of a whole new easing cycle🤷♂️
Lyn Alden@LynAldenContact
It's crazy to me that someone's political views could influence their forward view of something as banal as interest rates this heavily. It's a 3x difference. And it's not what they think *should* happen, it's what they think will happen. 🤷♀️
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It’s a global fiscal super cycle meant to get nominal growth humming
Bring back “The Great Rotation” from 2009!!
Lawrence McDonald@Convertbond
What do global bonds know? *Yields near one-year highs; France, Japan, UK, Germany, and Canada.
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I think if we get a bearish fed this week we probably get our next runner forming in the weeks following
I think @lazyvillager1 spoke about how runners are usually created during down markets
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@Timeless_Crypto Yeah this would be dope. Could be stream of consciousness type thing too
Getting a better gauge of what factors you consider before executing a trade would be really helpful type shit
I'd keep comments on, just don't get annoyed by clown reacts. People will do it to troll
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150% going to start a tg channel to run parallel here
But just thinking on logistics
Do i keep comments open
Do i not?
Will be sharing far more intimate detail on what drives my decision making on a day to day basis
if this is something ud like to see make some noise
Want to get gage of temperature of room
More granular updates ur thing?
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