


Jordan Lindsey
27.7K posts

@TradersMastery
Trader. Investor. Entrepreneur, systems architect, veteran algo trader & technology lover. Husband, father & child of God https://t.co/bbS3PDlw7y #CTM




Discussed this last week while trading at 13 ounces of gold per bitcoin. Bitcoin bottomed versus Gold. Each bear market this ratio tests the cycle low then sends higher.




The Fed expanded the money supply by nearly $9 trillion under Powell. Inflation has averaged >4% per year over the past 6 years. Powell's explanation? It was nearly all due to rolling “supply shocks" over which the Fed has no control. The truth: this inflation was made in Washington as it always is - from too much government borrowing/spending and too much government creation of money.



Discussed this last week while trading at 13 ounces of gold per bitcoin. Bitcoin bottomed versus Gold. Each bear market this ratio tests the cycle low then sends higher.


@Matt_R_256 I don't know. Bank reserves have declined $114 billion SOFR volume is down $257 billion


Who knew the worst energy supply crisis in history would be so bullish? S&P 500 up 5% since the start of the conflict





@ThierryBorgeat Everything points to a massive concentration like never before, how long does it hold ?

What happens after peak market concentration? A lost decade. In 2000, the top 10 stocks made up ~30% of the S&P 500. What followed: 10 years sideways. Brutal volatility. Two crashes. In 2023, we hit the same concentration again. The index isn't diversified. It's a bet on 7 companies. And the passive investor buying an ETF today doesn't know they're making that bet. This is what keeps me awake at night.





