ProperCircle

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ProperCircle

ProperCircle

@ProperCircle

Using this account for my own accountability.

Katılım Haziran 2020
146 Takip Edilen772 Takipçiler
JK
JK@jonbking·
I know how this is going to sound but I’m disappointed at myself being up 100% YTD. We covered every one of these markets and their respective breakouts in real time except for Spotify. I let go of many too soon. On the bright side, no big losers.
Jon Erlichman@JonErlichman

Performance this year: MicroStrategy: +529% Palantir: +257% Nvidia: +196% Robinhood: +175% Spotify: +150% Bitcoin: +132% Netflix: +84% Oracle: +83% DoorDash: +75% Coinbase: +70% Meta: +59% Broadcom: +47% Tesla: +37% Amazon: +31% Alphabet: +20% Apple: +19% Microsoft: +10%

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ProperCircle
ProperCircle@ProperCircle·
I won't go back as far as 2010 as it's unreasonable to think an average person would invest a significant portion of their net worth back then or that we would have gains like this going forward. I will do 2017 as crypto at that time was already big and known enough for average people to feel the FOMO and realistically invest. 1 year and 6 month points.
ProperCircle tweet mediaProperCircle tweet media
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ChartsBTC
ChartsBTC@ChartsBtc·
🟢🟢🟢🔴 🟢🟢🟢🔴 🟢🟢🟢🔴 🟢🟢?
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ProperCircle
ProperCircle@ProperCircle·
@KobeissiLetter This adds up with the stories I hear in various industries of how difficult it became to get a job.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Something really does not add up here: US job openings data has been revised downward in 15 of the last 19 months, the longest streak since 2008. The number of job vacancies has been regularly revised down over the last 18 months, with the largest adjustments reaching over 500,000. The most recent release for June was lowered by a massive 274,000 openings from the initially reported 8.18 million, the fourth largest revision since 2020. Meanwhile, job openings for July came at 7.67 million, the lowest since January 2021. If this number is revised down again, job vacancies would likely be below pre-pandemic levels. Data revisions are concerning.
The Kobeissi Letter tweet media
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ProperCircle
ProperCircle@ProperCircle·
@PeterLBrandt I am starting to reply more to analysis and charts now that I refined my following list. Will be posting some more technamentals as the time goes on.
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The Factor Report
The Factor Report@PeterLBrandt·
If you are verified and regularly comment on charts and/or commodities/futures please reply to this and I will follow you.
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🎯 Master
🎯 Master@Moneytaur_·
FET is up 50X since the bottom of the bear market. A simple buy 15 months ago has sent a $20K investment into more than $1m But, not only there was no AI hype then, but everyone was scared. Now there's max levels of hype around AI and no one's scared to buy as everyone's expecting the moon. Generational wealth happens when you buy the lows on a bear market rather than the highs during thrill/euphoria vibes.
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ProperCircle
ProperCircle@ProperCircle·
@dampedspring There are a few factors like input change, model change, methodology change or benchmark. I think they do light annual and ad-hoc revisions and major ones within the 5-10 years.
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Andy Constan
Andy Constan@dampedspring·
I use changes in term premium not levels in my work but does anyone know why the FRED 10 year zero coupon term premium data has been revised for the whole back history?
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The Factor Report
The Factor Report@PeterLBrandt·
The amt of chest puffing on X by traders bragging of huge profits is sickening I'm tempted to leave Twitter bc of this I do not cite my career ROR for several reasons: --ROR is a meaningless w/o risk adjusted and DD context --Only 19 yrs of my trading have been verified by auditors Ppl who post screen shots of profits are full of the same stuff that comes out of the south end of horses I block con men
The Factor Report tweet media
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ProperCircle
ProperCircle@ProperCircle·
@PeterLBrandt U.S.- Tons of Gold per Billion USD: 11.51 CHF - Tons of Gold per Billion USD: 1.09
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The Factor Report
The Factor Report@PeterLBrandt·
If anyone wants to do some interesting math, calculate the number of tonnes of Gold held by US vs CHF CBs per Billion of FX reserves Then do the same for CHF Report your math here in this format U.S. - Tons of Gold per Billion USD CHF - Tons of Gold per Billion CHF ($ value)
The Factor Report tweet media
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stockbee
stockbee@PradeepBonde·
When the market corrects, and T2108 goes below 20 and remains below it for some weeks, and then when it starts rallying, it is time to be aggressive.
MatthewScottGranger@matthewsgranger

@PradeepBonde @PradeepBonde how do you decide when to go more risk on in the market? For instance,period from 4/27-5/2 was obviously cautious and started getting back into b/o’s with smaller size since then. Wondering how to tell when to size up again as markets seem near pb. Thx

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FinTechInsider - (e/acc)
FinTechInsider - (e/acc)@InsiderFinTech·
@MMCrypto $BNB was showing weakness lately As long as it stays in this channel it’s still weak AF IMO Thoughts🤔
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MMCrypto
MMCrypto@MMCrypto·
$BNB JUST BROKE A 7 MONTH HIGH!
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Wizard Of SoHo (🍷,🍷)
Wizard Of SoHo (🍷,🍷)@wizardofsoho·
If FTX and 3AC fraud and capitulation never happened Implied crypto from current stocks would be around: $BTC 45k $ETH 3k $SOL 120 $AVAX 100
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