𝔊𝔥𝔬𝔰𝔱
41.3K posts

𝔊𝔥𝔬𝔰𝔱
@_0xghost_
Lifelong Learner. Deep dives into macro, trading, tech and AI ONLY for subscribers. Business inquiries/Management @R3ACHNTWRK
Katılım Ocak 2022
767 Takip Edilen44.7K Takipçiler

Just to clarify, if the war resolves, wouldn’t be surprised to see a short lived bounce, but mid to longer term, too much structural damage imho.
𝔊𝔥𝔬𝔰𝔱@_0xghost_
One thing I think is important to mention: Once this war is over and they open up the Straits of Hormuz, ppl think the markets will snap back and we will be off and running again. Not true. Significant downstream damage to the markets has occurred and charts already damaged. SPX was already rolling over before this all started. A very necessary correction was already in the cards. SPX 5500. I’ll come back to this.
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One thing I think is important to mention:
Once this war is over and they open up the Straits of Hormuz, ppl think the markets will snap back and we will be off and running again.
Not true. Significant downstream damage to the markets has occurred and charts already damaged. SPX was already rolling over before this all started. A very necessary correction was already in the cards.
SPX 5500.
I’ll come back to this.
English

@_0xghost_ I look forward to this with great joy knowing that will be a time when most are fearful to allocate and the r/r is at its absolute highest
Best part is it doubles as the great cleanse and reset to wash this place of most of the filth and extraction built up the past 3yrs
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The bottom won’t be a V-shaped recovery. It will be an absolute desert of no volume no volatility nothingness, when everyone is depressed and checked out and there are no more moon bois left.
𝔊𝔥𝔬𝔰𝔱@_0xghost_
Yes exactly. Spoiler: The bottom won’t be a V-shaped recovery. You will have plenty of time to get in.
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@_0xghost_ been acquiring a lot of energy stocks. sitting about 70% liquid to wait for this incoming recession dip. Contemplated going full cash but decided I don't care about my entries and the stocks will go much higher in the next couple of yrs.
Seems that the crash is playing out.
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