dAnGeLl35

47 posts

dAnGeLl35

dAnGeLl35

@dAnGeLl35

Sydney, New South Wales Katılım Mayıs 2015
324 Takip Edilen61 Takipçiler
dAnGeLl35
dAnGeLl35@dAnGeLl35·
@ctindale Have you thought about writing a piece specifically as to what the Australian government should do in all areas to retain our own national sovereignty (minerals, processing, energy security, defence etc.) as opposed to simply relying on the likes of AUKUS to come through?
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dAnGeLl35
dAnGeLl35@dAnGeLl35·
@TMTLongShort Why would China strike a deal on critical minerals at this point? What is there left for US to giveaway?
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Just Another Pod Guy
Just Another Pod Guy@TMTLongShort·
What seems to be breaking a lot of people’s brains when trying to analyze the ongoing chess board is their unwillingness to think abstractly enough to appreciate why you need to inflict pain on your supposed allies to ultimately drive a decoupling. Going into this the Trump admin demonstrated it could tighten sanctions on Russian energy in a way that Biden never could. Ukraine was winning back territory. Now all of a sudden Russia is the biggest beneficiary of a prolonged SoH closure. The US seems amenable to blowing the barn door wide open and letting Putin monetize this event without sanctions at much higher energy prices. More money for Putin = more soldiers and drones and all of a sudden ukraines gains look more tenuous. Meanwhile European industry once again is getting squeezed on two sides. American energy prices are going to diverge and remain muted while China will continue to subsidize via its strategic reserves and Russian inflow. Europe meanwhile is going to be paying through the nose. Making worse it’s already fairly grim loss of industrial share. Now the “global south” specifically Pakistan and India are utterly fucked. If the U.S. decides to prolong the conflict… which it can absolutely do without material cost in the form of boots on the ground… the loss of even five million barrels per day is going to disproportionally screw the lowest bid in an unsanctioned market. All of this is obvious. But the question is why? And why now? And the only rational answer is decoupling. If you wanted to enforce the transshipment clause into the July review there is a benefit to having the world over a barrel. Not only do you dictate where tankers in ME are going you also can escalate at will and get Qatars gas fields blown up if you’re in the mood which in turn means the GCC are going to do whatever you tell them including direct flows where you want them. And ofc you can weaponize American LNG and also ramp VZ if possible (realistically no, but who knows). But there are also second and third order effects. What does this do to dollar liquidity? How much worse do sovereign balance sheets get if this continues? When do citizens in the global south start rioting? What does this do to consumption of discretionary goods and therefore imports from China? And most importantly how effectively can Trump leverage the chaos to get emergency measures in the US that help him into midterms? Deregulate energy? Stimulate consumer? Lower rates? Ramp weapons manufacturing? It’s complex. It’s chaotic. This whole playbook is borderline batshit. But there is a playbook and denying it at this point is ignorance or derangement. Fuck it we ball 🫡
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dAnGeLl35
dAnGeLl35@dAnGeLl35·
@ASX__Trader All time highs first before the crash is still possible...
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David Bird (ASX Trader) B.Ed, CFTe
Everyone is bullish on 2026. Oppenheimer: 8100 Deutsche Bank: 8000 Morgan Stanley: 7800 UBS: 7700 Goldman Sachs: 7600 JP Morgan: 7500 Soc Gen: 7300 Bank of America: 7100 That’s not a range. That’s consensus. I’m calling a negative year for the S&P 500 in 2026. Not single digits. Likely double-digit downside. Last time I had this kind of divergence was 2022. Almost nobody saw that bear market coming. Even the AFR pointed out how nobody called it early. I did. And what I’m seeing into 2026 looks like the same setup. Early days — yes. But the playbook is familiar. Here’s the thing: People watch sport and think a try “just happened.” Like it was random. Like someone just got a flick pass and magic happened. But anyone who’s played at a high level knows the truth: It’s mostly set plays. Trained over and over and over again. Markets are the same.To the untrained eye, it looks like sporadic movement. Chaos. Noise. Random candles. But if you live and breathe this… you see the patterns that show up time and time and time again. That’s what I’m seeing now. And the best teams know when to play offence… and when to play defence. 2026 is defence. Not offence. Because this isn’t about being “right.” It’s about risk to reward. As Warren Buffett says: Rule No.1: Never lose money. Rule No.2: Don’t forget Rule No.1. If I’m wrong and stay defensive, I lose nothing. If I’m right, I protect capital while everyone else is losing big. Defence doesn't mean cash I'm 80% in the market. There's always something going up if you know where to look. I can’t explain it properly in a single message, so over the coming weeks I’ll post daily the key ratios and setups I’m seeing so you can follow along and form your own conclusion. Be careful when forecasts cluster. That’s usually when risk is highest.
David Bird (ASX Trader) B.Ed, CFTe tweet mediaDavid Bird (ASX Trader) B.Ed, CFTe tweet mediaDavid Bird (ASX Trader) B.Ed, CFTe tweet media
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Crypto Fergani
Crypto Fergani@cryptofergani·
I am back as promised :) Time to start the $50 —> $10,000 challenge Last time it took me about 7 days, will try doing it faster this time If you want to follow want to follow along, comment below and I’ll send you an invite to the call group Gonna lock comments in 24 hours
Crypto Fergani tweet media
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dAnGeLl35
dAnGeLl35@dAnGeLl35·
@ASX__Trader Why 3 years? What if there's a global recession in say 2027?
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David Bird (ASX Trader) B.Ed, CFTe
"The bank’s savage repricing saw its three-year fixed rate rocket 0.70 points from 5.34 per cent to 6.04 per cent, leaving borrowers who locked in earlier dodging a financial bullet." Lucky we dodged the financial bullet ;) Glad I locked mine in for 3 years at 5% in early December. realestate.com.au/news/triple-ra…
David Bird (ASX Trader) B.Ed, CFTe@ASX__Trader

Interest rate cuts aren’t coming. And if I’m right, the biggest hike since 2022 arrives in 2026. All year, people have been fed the same story: “Just wait for the cuts… and everything booms.” I don’t think that’s the regime we’re heading into. Last week, I locked my interest rates for three years at 5%. And I’m telling you that because I’ve been early on this before — I was one of the few calling the 2022 rate hikes about six months before they hit. I’m seeing similar signals again, and I’ve acted. Do with that information as you will. But here’s the education most people miss… My first mainstream media article was essentially: you’ll likely never see low interest rates again in your lifetime. #new_tab" target="_blank" rel="nofollow noopener">couriermail.com.au/business/qld-b… Unless you’re over 75, you’ve never lived through what’s coming. Why? Because most people’s entire financial memory sits inside one giant tailwind: a multi-decade decline in interest rates since the 1980s. Falling rates became “normal.” Cheap money became “normal.” Asset inflation became “normal.” Now — quick context — because my situation is different to most. Most borrowers are 20% deposit and 80% loan. I’m basically the opposite: ~80% equity and ~20% loan, and a large chunk is sitting in an offset account. So here’s the strategy and the logic: I’ve locked certainty at 5% for 3 years, and I’m backing my liquidity and positioning to win from there. Because money in an offset is powerful: it’s effectively earning the mortgage rate risk-free on whatever portion it offsets — while staying liquid. My bet is simple: I lock the rate at 5%, keep my liquidity high, and aim for my accessible capital to outperform that over the next 3 years — without being forced into decisions. This isn’t about fear. It’s about being prepared and understanding the second-order effects: If rates stay higher-for-longer — or go higher — it changes: what goes up what goes down what survives and what gets wiped out And here’s the part people underestimate: for the unprepared, a regime shift like this can erase years — even decades — of hard-earned wealth, the way major crises have done before. Not because people are “stupid”… but because they’re positioned for the last cycle, not the next one. One more thing — and this is a massive tell if you know how to read it: The AU10Y just broke out bullish last week. I’m doing a deep dive tomorrow on why that matters so much, and why it’s one of the most important things to watch when you’re trying to understand where interest rates are heading next. For people with knowledge and education, it can be one of the most lucrative wealth transfers we’ve ever seen. Over the next week, I’m going to teach you what people have previously paid thousands to learn — so you’re on the right side of the cycle as unfortunately it's always the little guy that gets screwed over the most without proper guidance. “In the midst of chaos, there is also opportunity.” — Sun Tzu

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Just Another Pod Guy
Just Another Pod Guy@TMTLongShort·
The world is going to split into four buckets: A) developed economies who are well positioned to leverage AI to drive productivity. Their share of global GDP is about to explode. This includes the U.S., China, Japan, Germany and South Korea. B) developed economies which over-earn and over-consume relative to their potential primarily by virtue of their adjacency and inclusion in networks of legacy trade systems. They are fucked. This includes Spain, Greece, the UK, and France. C) emerging economies who are geographically blessed with commodities needed to fuel the ramp of robotics. They will see incredible benefits. This includes Argentina, Gulf States, Brazil, Chile, and even Mexico. D) emerging economies which benefited from labor arbitrage but aren’t geographically blessed. They are fucked. This includes India and much of Africa and Asia. Wide tails but it’s an interesting matrix to play around with in your head as you read substacks like Dwarkesh’s and ponder a world of AGI and robots building more robots.
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dAnGeLl35
dAnGeLl35@dAnGeLl35·
@MiyaHedge @StreetFDN What does 'protected owners' mean? What do token holders actually receive? What's different this time?
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Lukas (miya)
Lukas (miya)@MiyaHedge·
Changes here made are mostly for the M&A event of a ERC-S company, which is mostly far ahead in time (min 2y+). Thus ERC-S tokens can be launched before a STREET token exists. Don't expect any token to launch within the coming months. There's a secure backup mechanism in case an M&A event occurs before the $STREET token launch (more on this on first launch).
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Lukas (miya)
Lukas (miya)@MiyaHedge·
I'm coming from the background of the guy that traded & invested in these assets. If I see no value proposition & future growth of the token since it's disconnected from the platforms success, why would I hold the token then? I'd buy in the equity round if I believe in Plasma (One), not in the token.
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Jeremy Raper
Jeremy Raper@puppyeh1·
...meaning the rerating case after/through this pending transaction is massive and could deliver huge upside should the insider bid not be at levels commensurate with underlying value. I am long 11mm $HUM.AX shares. This is my project for the next year. DYODD. GLTA.
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Jeremy Raper
Jeremy Raper@puppyeh1·
Following up on the $HUM.AX annual numbers. Two key points from the accounts specifically highlight a (temporary) diminishing in book equity to facilitate an insider bid: 1) Running hedge m2m losses through OCI 2) Buying back perpetual notes Let's examine...
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dAnGeLl35
dAnGeLl35@dAnGeLl35·
@chartist_ext What gives you the conviction? Can you share your chart?
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Paul Webborn
Paul Webborn@PWebborn·
@dAnGeLl35 Hi You have requested TROLL and USELESS ( USDT ) Do you wish to proceed today ?
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Paul Webborn
Paul Webborn@PWebborn·
Good afternoon, everyone 😀 The 'Asset Request' post has proven to be exactly what many of you were after, and the feedback has been amazing 🙏🏻 If you want to request any asset not in my favourites list please see below ....................................................................................... I will continue to update my favourites list as usual There are no current changes We are gearing up to explode Patience is all that is required ............................................. Process - 1. Reply with your asset and that you wish to proceed 2. I will message you privately 3. The fee is $100 4. You can use - USDT, USDC, PAYPAL 5. On fee confirmation I will send over my TA within 48 to 72 hrs You will get my detailed EW chart and a narrative * I will not message you any other way * Be sure it's me and check my profile * I am verified with 14k followers * I only follow 3 accounts ............................................. Disclosure - The EW TA I provide is for educational and entertainment purposes only If you decide to trade on this information, then this is solely your choice ............................................. Note - I have left this post open Only reply if want my TA Please don't waste my time Any trolls or negativity and you will be blocked 🚫 2025 ALT/MEME SEASON 🚀👍🏻
GIF
Paul Webborn@PWebborn

Good afternoon, everyone 😀 I am getting so many asset requests If you want my TA on any other assets, then please see below I will continue to update my favourites list as usual ............................................. Process - 1. Reply with your asset and that you wish to proceed 2. I will message you privately 3. The fee is $100 4. I will send you the USDT address on the SOLANA network 5. On fee confirmation I will send over my TA within 48 hrs * I will not message you any other way * Be sure it's me and check my profile * I am verified with 14k followers ( 13,915 atm ) * I only follow 3 accounts Any mistakes are yours ! ............................................. Disclosure - The TA I provide is for educational and entertainment purposes only If you decide to trade on this information, then this is solely your choice ............................................. Note - I have left this post open Only reply if want my TA Please don't waste my time Any trolls or negativity and you will be blocked 🚫 2025 ALT/MEME SEASON 🚀👍🏻

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dAnGeLl35
dAnGeLl35@dAnGeLl35·
@SatoshiWolf It says kids can still access everything incl. YouTube, just not create an account and let American algo's learn everything about the kid. What's wrong with that?
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Satoshi Wolf
Satoshi Wolf@SatoshiWolf·
I can't believe they are taking the internet away from Australians. 😂 It's to protect the kids. 😂
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katexbt.hl
katexbt.hl@katexbt·
so it seems that there's an actual kled competitor on the market that isn't ran by a crazy 18 year old with thin skin @Raiinmakerapp is an ecosystem where people contribute, validate and earn from video datasets that companies want to train video AI models with they have an app where you can capture and upload videos with, as well as a platform (TRAIIN) where enterprise grade datasets are validated you can use the app to do microtasks and things like validating content which could net users from 3rd world countries some decent money provided the flywheelio works i think we'll see a lot more people building within this space and trying to reinvent the (fly)wheel to the point where everyone will be happy with the resuts
katexbt.hl tweet media
Raiinmaker@Raiinmakerapp

Raiinmaker is powered by a world-class ecosystem. With backing from leaders in cloud infrastructure, blockchain scalability and AI innovation, we’re setting the new standard for decentralized AI. The storm is coming. $RAIIN launches July 23 → raiin.network

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Kled AI
Kled AI@useKled·
@avipat_ sign up now: kled.ai we're letting a few users who respond to this off the waitlist (there's thousands of people waiting)
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Avi Patel
Avi Patel@avipat_·
$KLED V3 is live. Full demo below. We rebuilt everything from the ground up. Upload your school homework, get paid. Upload your college essays, get paid. Upload your grocery lists, get paid. Upload your breakup texts, get paid. Upload your Twitter feed, get paid. Upload anything and get paid for it.
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dAnGeLl35
dAnGeLl35@dAnGeLl35·
@SpachusAus The more interesting stat would be the trend of those %'s particularly as monetary policies change over time
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Spachus Aus
Spachus Aus@SpachusAus·
📉 Percentage of Properties Selling Below Listing Price 🏡 Buyers are gaining the upper hand in many markets! Here's where properties are most often selling under the asking price: 📍 Melbourne – 82.9% 📍 Newcastle – 76.3% 📍 Sydney – 75% 📍 Gold Coast – 61.3% 📍 Sunshine Coast – 57.9% 📍 Canberra – 57.1% 📍 Adelaide – 55.6% 📍 Brisbane – 45.8% 📍 Perth – 40.1% 💬 What’s the market like in your area? Drop a comment below! 👇 #PropertyMarket #RealEstateAustralia #HousingTrends #UnderAskingPrice #RealEstateInsights
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dAnGeLl35
dAnGeLl35@dAnGeLl35·
@RonShamgar So Trump caved again? So much for tax revenues 😅
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
To the Chinese Communist Party, The United States is your #1 customer and the customer is always right. If you devalue your currency to make up for tariffs, Trump will just raise the tariffs more to make up the difference. There is no viable solution for you as American companies will be forced to shift the supply chain. It will be painful for everyone and take some time, but America is innovative and will figure out ways to work around this tectonic shift. You won’t win, be humble and appreciative of the wealth that America has already shared with you. We are appreciative of all the things you produce for us, but I promise you, if you continue to cheat, steal and engage in a trade war with America, it will be the end of the parties reign in China. Sincerely, EC
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Lyn Alden
Lyn Alden@LynAldenContact·
The most notable thing in today's market isn't what's happening in stocks, it's that bond yields went up despite what's happening in stocks.
Lyn Alden tweet media
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