JayLow
2.8K posts

JayLow
@jaylow999
Discord: JayLow#9999 | Coin enthusiast, shoe lover
Katılım Haziran 2018
1.2K Takip Edilen1.8K Takipçiler

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everyone tweaking out about AI led recession
unemployment doesn’t get to 10 bc AI takes ur job
brother, unemployment goes to 10 when your boss can’t make payroll bc he BK
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Edward Dowd@DowdEdward
Blue Owl, BlackStone, BlackRock & now Cliffwater. Contagion spreading. The private credit market is effectively closed. Much of the incremental credit growth the last few years came from this sector.
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@abcampbell @wu_wei_invest Not a fan of silver much in this environment with growth hurt ?
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The Strip vs the Strait
Why looking at the 70s implies this could be the end of the cycle.
campbellramble.ai/p/the-strip-vs…

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@AltstreetBet Any thoughts on Gold/Silver ratio? You think silver could follow and outperform or cooked like Bluntz thinks
Bluntz@Bluntz_Capital
the quote tweet was quite literally the day that gold/silver ratio topped and silver ran 284% from that point, however gold/silver ratio likely bottomed now. expecting a strong recovery that means either 2 things happen. 1. both gold and silver dump together but #silver dumps far more 2. #gold outperforms significantly from here
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Gold no changes.
6k soon .

ᴀʟᴛꜱᴛʀᴇᴇᴛ ʙᴇᴛꜱ@AltstreetBet
GOLD , I think 6k is next invalid below 4.5k
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@garysavage1 Curious why silver has been outperforming to the downside and underperforming to the upside lately. Do you think that’s early or late cycle behavior for silver ?
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Gold is a whisker away from a new all-time closing high. Any buy below $120 in silver is a gift. smartmoneytrackerpremium.com

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@fejau_inc Why do you think silver capped for a bit while being bullish the other 3?
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The framing here just seems so clear to me.
AI buildout requires a ton of real assets and commodities to complete
Cyclical re acceleration is bullish commodities
Everyone is overweight tech and AI is now questioning the validity of the multiples assigned to it and rotating into real things
Endless geopolitical tail risks from Iran to China etc.
These all point in one direction
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Gold is breaking out of the flag.
If you waited and waited during the last rally and finally bought with silver above $100, learn the lesson. Buy at the beginning of the rally, not after 2 -3 months of gains have passed you buy.
Stop worrying about a perfectly timed entry. They are impossible other than by sheer luck. You don't need a perfect entry in a bull market, you just need to be in. Bull markets go up. They will rescue any and all long entries no matter how badly timed.
Metals are still early in the second part of the parabolic phase. The SMT is still open for new subscribers, but I will be closing again soon once this rally starts to accelerate. smartmoneytrackerpremium.com

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