beinsince97

@themarketradar Txs good read

It still seems to be the consensus that a resolution of the war and an opening of the strait is going to send markets back to all time highs, I don't think that will be the case. The infrastructure phase of AI, the physical buildout, the data centers, the materials, the labor, has arguably generated more economic value than the AI models themselves at this stage. $CAT has vastly outperformed $QQQ telling us the investment phase is what's been net stimulative. The capex wave created a blue collar stimulus that padded the labor market while it was quietly fracturing underneath. The problem is that cycle is expected to peak and start decelerating over the next two to three years, and LLMs are not providing the same economic benefit as billions of dollar in capex spend. If the market keeps bleeding and those buildout plans start getting questioned or paused, the entire daisy chain that wound up on the way up starts unwinding on the way down. And the models themselves probably can't pick up the slack fast enough to replace what was lost.

@infraa_ 😄

Iran's primary leverage is financial/economic Most of the market is still chasing around Trump statements when all it should be doing is watching this They know *exactly* what they are doing. The Parliament speaker is a better market technician than half the hedge fund guys

@Tom__Capital 😀

If you saw this parabolic setup on Silver and didn't immediately recognize the 1:1 fractal from every mid-cap crypto shitcoin in history, hand over your Ledger now

@Tom__Capital Send your Post office address

@Globalflows 🤝

My favorite part about where we are right now is that there are ZERO excuses You have social media, AI, and unlimited learning resources This is the best time in history to accomplish exceptional things

@themarketradar 🫣

We’re ONE truth social post away from going vertical. The only problem? Who knows when it’s gonna come

3 months in the same position, 3 months trying not to get chopped around and simply building position. There needs to be a significant snap of the low, but momentum is good again for bears on $SPX.

@Trader_XO By using gpt. We can speed up the collection of the scale of data. . But our experience to interpret those. Still matter. The screen time.

I’ve been in the AI trenches for a few months now, and it’s never been more evident as to why clean code still matters, just as it did prior to agentic coding. Eg when I’ve set up a project the way any seasoned senior engineer would, with clear structure, solid conventions and defined boundaries, the codebase grows in a much healthier way. It sounds obvious, but AI makes the difference more extreme. AI does not fix weak structure or semantics, it builds on whatever is already there. What has worked well for me is keeping a clean directory structure from day one, building shared utilities such as consistent error handling, enforcing tight naming conventions, and defining clear rules for APIs and design patterns through lifecycle hooks - pre and post. When the foundations are in place, new features are ‘simpler’ to roll out. When the basics are rushed, the problems scales just as quickly. Small inconsistencies turn into bigger ones. Technical debt builds faster than it used to, 1000 lines of code grows very quickly to 10000 lines of unstructured mess. What’s helped before building is having a common framework for using AI tools, because early structure matters more than ever. Code reviews need to be tighter, not looser. Moving fast and fixing later becomes more expensive. Senior engineers matter because they set the patterns the AI will copy. AI speeds up whatever direction you are heading from the base up.

@Trader_XO Similar things I have observed whenever I try do macro research using gpt. Basics foundations of the concepts still matter. Form that base we can build up. . So called doomer expects the old school dog's. Still matter do understand the basic concepts.

Can a few of you do this and share their response. The more people that can the better and then compare replies from each cex for the benefit of the community Rt so more people see this and participate

This is the chart you need to master if you want to understand macro liquidity real rates across the curve are in the top panel Fed funds and core cpi are in the bottom panel WHERE the Fed holds rates relative to inflation matters a lot more than the absolute level. This reverberates across the risk curve and causes equities to rally or fall. This is THE key input into the credit cycle and I will be explaining it all in the video today. If you are a subscriber (totally free), you will get an immediate copy of the video + entire slide deck. Subscribe here: capitalflowsresearch.com/subscribe

Uncertainty can exist across direction, path, or outcome The way you add value to other people in equity markets is by helping provide differentiated ideas around the predictability in one or multiple of these variables (direction, path, or outcome) Saying Bitcoin or equities will be higher in 5-10 years isn’t differentiated enough to help decrease uncertainty. You need to focus on differentiation in your ideas that are quantified in these three variables across multiple time horizons. You don’t need to know what’s happening all the time but you do need to have high conviction and aggressive risk taking when the signal to noise ratio is highest across one or more of these variables.

Honestly the best thing I ever did for myself as a trader was study the history of markets. Especially today as narrative and emotion rules all, you need to learn how humans will react…cycles are predictable when they are based on human emotion as the stocks might change but the people never do. My top 5 books to nail this down: 1. Baruch: My Own Story by Bernard Baruch 2. The Alchemy of Finance by George Soros 3. A Man for All Markets by Edward O. Thorp 4. Fortune’s Formula by William Poundstone 5. The Great Game by John Steele Gordon I’ll be writing an article later in the week detailing some of the lessons from these books, but really it boils down to understanding that humans, when faced with similar circumstances, will act in similar ways. Reading these books will give you so many examples from history that are directly applicable to the situations we seem to be experiencing almost every day in these markets

orderflow dynamics

Creating a "Market Bias" before starting a Trading Session a thread 🧵

I recorded a 20-min tutorial on how to read the footprint correctly 0:16 - passive/aggressive flow 1:37 - tick sizes 4:02 - clusters vs profiles 6:00 - positioning 11:30 - aggregated data 14:05 - example trade 15:20 - nuances 16:53 - highs/lows 18:52 - context

1-hour masterclass on how to build a monopoly from scratch

@themarketradar 🤣

saying gm was suicide for CT but spamming shitcoins is going to save it?!

@ColdBloodShill Really 👍 . I had more education here. Than any uni ever could provide

How about instead of talking about how dead CT is we just change our actions to promote a more positive space again. This place has always been a hub of alpha, education and activity. Let’s not waste what we’ve built.