MCSnMOVE

283 posts

MCSnMOVE

MCSnMOVE

@MichaelCarrSmit

New York, Auckland, Multi-Family Office managing public and private assets.

NY Katılım Şubat 2013
174 Takip Edilen71 Takipçiler
Crowded Market Report
Crowded Market Report@Crowded_Mkt_Rpt·
Market recap video is public today... and it's still not a bubble! We did have our 1st warning sign yesterday though!
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MCSnMOVE
MCSnMOVE@MichaelCarrSmit·
@Crowded_Mkt_Rpt I’m not long = it’s a bubble. Never a truer word. 🤫
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Nature Chapter
Nature Chapter@NatureChapter·
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Steven Wood
Steven Wood@GWInvestors·
$CTT.PT announced a new share repurchase program just now... The company likes to talk about being the 2nd fastest growing global player (in operating income), but what I think it should highlight more is that it has shrunk its share count faster than any other logistics co...
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Crowded Market Report
Crowded Market Report@Crowded_Mkt_Rpt·
Wanted to share this message with anyone struggling out there. I know its not easy so trying to help the best way I can. Thanks for watching.
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Crowded Market Report
Crowded Market Report@Crowded_Mkt_Rpt·
How everyone feeling about crypto today? Getting ready to laod up? Or getting ready to give up? Or something else?
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MCSnMOVE
MCSnMOVE@MichaelCarrSmit·
@CarpeNoctom Now that is interesting!! Why? was thinking too myself this week, I must look it up as constant user/payer…. Nice one J.
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CarpeNoctom
CarpeNoctom@CarpeNoctom·
$ZM chart looks wild, complex iHS at the bottom here with the Cloud giving it's blessing
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Crowded Market Report
Crowded Market Report@Crowded_Mkt_Rpt·
OKLO whose stock is up almost 700% this year, but has no revenues, has finally released the plans for its first commercially viable reactor:
Crowded Market Report tweet media
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MCSnMOVE
MCSnMOVE@MichaelCarrSmit·
@Crowded_Mkt_Rpt Well what do you know. ATH! Just as we discussed back in May. What a hoot.
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MCSnMOVE
MCSnMOVE@MichaelCarrSmit·
@Crowded_Mkt_Rpt Well that was a bullish finish to US equity indices that I can recall in a while, post the Moodys credit downgrade.
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Crowded Market Report
Crowded Market Report@Crowded_Mkt_Rpt·
This is the only chart I care about right now:
Crowded Market Report tweet media
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Crowded Market Report
Crowded Market Report@Crowded_Mkt_Rpt·
Last lesson from 2025 so far, the market close is the most important data of the day, the intraday price action will fool you more times than not. Again, with much negative news being released there have been some pretty extreme down moves in risk assets during the day. But by the end of day these were mostly, if not all, erased. The close gives us a more important read on market behavior than any intraday move.
Crowded Market Report@Crowded_Mkt_Rpt

2nd lesson so far this year. The path is very hard to determine, discipline is everything. A perfect example is the British Pound, which has been a long CMR process trade for about a month now. While the asset has spent a lot of time moving both up and down as the news flow has been released, it is now sitting on the highs since the trade was entered, despite a dearth of positive news being released.

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MCSnMOVE
MCSnMOVE@MichaelCarrSmit·
@TIME Its a true FACT. New Zealander Earnest Rutherford claimed that win. He was also a Nobel Laureate.
MCSnMOVE tweet media
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MCSnMOVE
MCSnMOVE@MichaelCarrSmit·
@Crowded_Mkt_Rpt Spent all of January so far reading “smart” investment research. Unanimous.
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MCSnMOVE
MCSnMOVE@MichaelCarrSmit·
@CarpeNoctom No it does not. Far from it. Stick to your knitting and ignore the BS circulating.
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Mercek
Mercek@WorldOfMercek·
10\ What’s Next? * $12B TVL ✅ * $35B in transactions ✅ * Institutional trust ✅ * Retail adoption ⏳ You may not have heard of @provenancefdn before, but in the near future you will for sure! The team is cooking ... stay tuned and find out more on provenance.io
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