ja427
4.3K posts

ja427
@JLaw877
Stay humble. stay hungry. No tweet is advice
Katılım Şubat 2020
916 Takip Edilen385 Takipçiler
Sabitlenmiş Tweet

"We made way too much of Shedeur (patting the ball)," - @TheOGPAW on QBs patting the ball during their Pro Day.
Do you agree?
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@FantasyKash He did play he got hurt. And his Freshman / Sophmore year he was behind Travis Hunter
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Maybe something I’m not aware of but was always puzzled how Omarion Miller put up 196 yards vs USC as a freshman and then Deion just didn’t play him
Ethan🫐@SoftlyAugust
It’s crazy he didn’t have a more competitive recruiting process. Every team in the Coleman sweepstakes should’ve had him on speed dial as plan b.
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@caycock1 @solanle107 @TradableAstro Predictions based on orders aren’t effective. ES is 40pts below the 3/19 low.
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@solanle107 @TradableAstro Sorry but I still don’t understand how something bullish prints at the lows. Sorry!! Can you explain?
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Three months ago I said sell hard into mid March.
Tomorrow is that date. 3/19
And today the largest bullish flow I have seen in a while just printed at the lows.
Here is what I am watching. 🧵

Tradable Astronaut@TradableAstro
$SPY has FOMC tomorrow & the forecast puts in a bottom by 3/19. Here is everything I am watching going into it. 🧵
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@kurtsaltrichter 18/19x in a downside scenario where earnings are contracting is implausible. It’s not even downside. LT historical avg is ~15x. That’s a good place to start. 12-15x is more realistic
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Four technical signals today look almost identical to early March 2025, right before last spring’s $SPX selloff. The risk of a 20–25% correction is as high as it’s been in nearly a year.
Counterpoint: fair value using $305 EPS at 21.5x is ~6,558.
Bear case: $280 EPS at 18–19x = 5,040–5,320.
That downside requires several dominoes to fall at once.

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@vandy_trades @cantonmeow CPI weds after a weak PPI print. Seems unlikely that leads to an inside day
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@TradableAstro @Vinsmoke1P @JohnLoc18 Unlikely he completely blows up. That position will be down about -40%. IV spike will probably salvage some as well

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Wow poor guy @johnloc18 deleted his account.
I hope he takes whatever money he has left and enjoys. He had a good run, risk management is important
Hope he is well mentally, and he comes back stronger one day
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@SPXTrades It’s disgraceful. Also, the end result of full porting is inevitable - blown account. It happens to literally everyone that does it.
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Trading 100% of your account on daily/weekly options is a net losing strategy and I say that from soul crushing experience
Wearing your losses like a badge of honor only gets you likes on FinTwit. Maybe it is the time to decide, are you trading to make $$ or to farm engagement?
JLoc@JohnLoc18
What I messed up today on $SPY $SPX, I have balls to show my loss, no lie.
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@HeHateMe213 @SportsPM12 @GDeMarraisTV That’s not even the point, it can stay in his system for weeks
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@SportsPM12 @GDeMarraisTV you're missing the point....without possession it will be a harder case to prove. THC stays in the system for a while and there's no scientific way to prove it was smoked recently
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@Dicksonmagecha @oscuro9999 @PeterBerezinBCA This is the logical trap that would cost us dearly. Iran has 90M people. It’s bigger than Germany, UK, France…..This isint Iraq or Vietnam, which still cost us dearly.
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@oscuro9999 @PeterBerezinBCA Is there appetite to send boots to the ground ?
United Arab Emirates 🇦🇪 English

So it looks like Iran’s strategy will be to lob a few drones and missiles towards ships in the Strait of Hormuz, gas fields/energy installations in the region, and airports in UAE and Qatar in order to undermine global energy/transport systems? Short of invasion, how do you stop such a low-cost/high impact strategy?
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@NorthstarJohnny @SullyCNBC Right. Just like no one can theoretically close airspace, but if fighter jets threaten to fire you out of the sky if you pass. ITS CLOSED.
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@SullyCNBC In wartime, if a country threatens to attack your vessel in a narrow waterway, it's closed!
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@vidsthatgohard Germany was more MJ pre-Scottie lol. Putting up crazy numbers but couldn't get it done.
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@GeromanAT So far its just been IRGC, the Iranian Army has barely entered the picture... I expect elite game theory here, with regards to who comes to whos aid. I'm not sure allied sovereigns are eager to back Trump (militarily) . But we shall see
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@StratcomCentre Russian life: Lose your Job at Gazprom, take job as solider to pay bills, get your bonus for signing up, bonus immediately confiscated by government to pay for the war, 1 week training, sent to the front, killed in action, listed as missing to avoid paying your family.
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Stan and I agree. Short duration. Under almost all scenarios
Luke Martin@VentureCoinist
Druckenmiller when asked what he would buy first if he was building brand new portfolio from scratch today: -some ai exposure but less than before - long Japan & Korea equities - bearish on US dollar - long copper - long gold as geopolitical trade (not monetary) - short bonds
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