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Huzl
2.4K posts

Huzl
@huzlft
|| Skate to where the puck is going || 🇦🇺 🕊️
Australia Katılım Kasım 2019
192 Takip Edilen229 Takipçiler

On a serious note…
It is outrageous to think that people who leveraged themselves to the moon benefited from a mass immigration program which sent house prices flying.
It’s locked out an entire generation from housing and I’m aware of that.
You can’t blame landlords.
What socialists fail to realise is when landlords like me sell a house, the house is not likely going to a first home buyer.
In an ideal world that would happen.
#ausbiz #auspol
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@_findingmyedge Brilliant brother. Are these trades with leverage if so what ratio?
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+$1.05m for March
My biggest wins in March were all long thermal coal stocks. This is a sector I'm very comfortable with and I knew they would be beneficiaries of the conflict in Iran. In general, the coal sector was slower to move than the O&G sector so there were a few attractive spots to size up with very good risk/reward.
My biggest win came from NHC. This was very tricky to trade at the start of the month with a couple of big shake-outs. I took a $50k loss in the first one (10th of March), but added into the second one (17th of March). I was holding decent size before their results and thought the 10% gap down was a big overreaction. This ended up being a great spot to add size, and NHC climbed 20% over the next three days from that open. I traded around a core over the next couple of weeks, and fully exited on the 30th/31st of March.
Other big wins came from TER and YAL (realised on 9th/10th of March). I also made almost $200k from trading WTI over various trades, predominantly long.
My biggest loss came from YAL, which I initially entered short as a hedge for NHC. YAL proceeded to rip my face off and cost me almost $100k when it gapped up 4.5% on the 12th of March.
Making $1m in a month is something I never imagined I would achieve. I was fortunate to have the right experience at the right time, and also lucky to get some great entries, particularly in NHC. One of my strengths has always been sizing up in asymmetric setups, and this served me very well during the month.

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Huzl retweetledi

This year, one of my biggest focus areas has been tightening my stops.
From 4% to 3%. Working my way down to 2.5% max and lower, while risking 0.5% - 1% per trade. Way easier said than done 😊
The entry has to be really dialed in. Otherwise, can end up taking multiple stops before the move even starts.
And in a tape like the last few weeks, with violent swings and nonstop whipsaws, that has made it even tougher.
However, when you catch the right move, the math changes fast.
This approach comes with a lower win rate and demands a lot of discipline, but the edge is in the asymmetry.
(chart: R = Return% / Stop%)
Credit: Martin Luk

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@eddylight95 It will eventually come out. Lying on top of lying makes the hole bigger but it never goes away. Something will happen and it will come out at the worst time!
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You have to laugh because this is seriously stupid! 🤣
OSINTtechnical@Osinttechnical
CNN: There does not appear to be a formal written document for the ceasefire agreement
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📊 How fast are homes selling right now across Australia?The latest Days on Market data is in
🏆 Fastest markets:
Adelaide – 17 days (↓ from 18)
Brisbane – 19 days (↓ from 25)
Melbourne – 23 days (↓ from 27)
💨 Big movers:
Townsville: 45 → 25 days
Toowoomba: 47 → 30 days
📉 Markets slowing slightly:
Gold Coast: 26 → 31 days
Cairns: 33 → 49 days
📍 Steady markets:
Sydney: holding at 25 days
Canberra: 27 → 28 days
See more on our website.
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@stocktalkweekly Trump wrote this strong and powerfully. Pakistna clowning .
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I had to check that this wasn't fake. We live in interesting times! 🤔

First Squawk@FirstSquawk
Trump on Truth social Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell - JUST WATCH! Praise be to Allah. President DONALD J. TRUMP
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@AvidCommentator Name a politician from both aisles who would do anything better than that - past, present or future? 🕰️
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"This is how Anthony Albanese works: he takes too long to make a decision and when he finally does the decision he makes is too weak."
Just the bloke you want in charge during what could be the worst crisis in generations...
Cheryl Kernot@cheryl_kernot
Pretty accurate imo. @SatPaper
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The Brent curve continues to sit in super backwardation. The chart compares today’s curve vs Feb 27 the day before the US/Israeli attacks on Iran. Commodity super backwardation has always seen a long-lasting spike in consumer inflation just as the 2020 oil super contango saw CPI print below target across most countries. #OOTT

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@DemoniacoASX @bowtiedstocks If you take it that far it barely did in real terms.
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@huzlft @bowtiedstocks Property growth hasn't failed in 150 years so far.
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Brisbane house sale price: $2m
Rental income per week this house would generate: $1,200
Rent per year: $62,400
Mortgage interest per year (assume 80% LVR): $2m x 80% x 6.5% = $104,000
Maintenance cost for owning per year: $20,000
The cost of owning this $2m house is precisely double the cost of renting it - and that’s after you dump down your equity for the 20% deposit
And that assumes no sunk stamp duty cost on purchase as well
Propadee-nomics
GIF
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@bowtiedstocks This is why peple negatively gear, with the expectation of capital growth.
This isn't new or surprising.
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@blueskymine01 @bowtiedstocks Exactly, everything about the last 5 years hasn't been 'normal'.
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