Jonny Castles

State controlled consumerism to outright communism🤌

@TheMarketStats @Norseman1 Bro come on, i like a bit of TA but that stat is as useless as whipping out an all time spx chart. Absolutely no causal significance to be had here.

NASDAQ is up 11 consecutive days Similar streaks of strong momentum saw $NDX finish higher 1 year later 100% of the time, with an average gain of +26% The average maximum loss was -8%

@HullyStephen @OneFootball No bro. No.

@OneFootball No thank you in Eddie we trust

🚨 José Mourinho has emerged as the clear favourite to make his Premier League return by replacing Eddie Howe at Newcastle 😳 The Special One has been chosen as the most likely candidate to replace the under-fire Howe, should he leave the Magpies 👀 José has openly spoken about his love for Newcastle throughout his career over his connection to Sir Bobby Robson 🥹 It feels like this one could be written in the stars ✨

@OneFootball Destiny awaits

@ChampionsLeague That will go down as one of the cruelest and unjust games in champions league history. He was unreal. Barca shouldve won. But football is chaos, and chaos doesnt care who wins.

Aura. #UCL

@dampedspring 7k first. Cuz round numbers. Likely align with iran situation spiking oil again.

I just went max bearish equities. However plenty of bull cases exist. The six big things that can make me wrong 1) Collapse of long term oil prices back to the low's 2) The passage of a highly stimulative fiscal package or reconcilliation 3) Manipulation of the Treasury Issuance such that they issue less duration and more bills, and Fed Balance sheet manipulation - These things are really bad for USD 4) AI ROI for all spenders on picks and shovels surprises on the upside vs already lofty earnings expectations AND margin doesnt come from firing workers. 5) Fed cuts short rates more than expected 6) Investors, companies, and banks lever up more than expected to invest and consume (Animal spirits accelerate and persist.) Which absorbs the massive overhang of issuance of government bonds, corporate bonds, IPO's etc which elevated growth expectations depend without a decline in prices, rise in yields.

We can short again now right? $VIX $SPY

@CitronResearch Almost as if we’re going into a recession

$AMZN — what part of world domination does the market still not get as they acquire $GSAT? Spectrum, AI Chips, Data centers, Robotics, Logistics, and oh that little delivery business we all just love called Amazon. Did not even include an ad biz that does almost 2x that of Tik Tok and growing faster than $META $AMZN Trading at 30x earnings against a 5-year average P/E of 48x and a 10-year average north of 60x. Market still not giving credit to them owning the future! Apply the 5 year average multiple to forward earnings and $300 isn't a hope it is simple math.

@Norseman1 Trump did, and i think this time justified tbf. Not many can trust a TA over an oil spike to 120. Still a when not if.

X sold you all peak fear.

Markets in full retard mode. All news is good news stage, can’t fight it, can’t trade it. $VIX $SPY

Market fully expecting a taco here. $VIX $SPY I don’t think so. The U.S are getting control of that oil one way or another.

@PeterSchiff Theyre def not pricing iran going back to blowing shit up again. Pretty sure theyll need to tho

The collapse of peace talks and a U.S. embargo of the Strait of Hormuz should've resulted in more than a 1.2% drop in S&P futures and an 8% pop in oil. It's likely that traders are pricing in the possibility that Trump posts something reassuring on Truth Social tomorrow morning.

Incidentally, you cant not like this chart. Rollover eats you but Turkey gonna get boned by this. Expect more gold selling.

Seems like they genuinely didnt realise how many drones Iran had. Likely why Turkey are on the naughty list rn Also. China will be raging. The u.s have got everything they wanted. Even if it escalates from here, it just means more leverage for the u.s. How do china play this?

So i guess this whole 2 weeks was an acceptance that taking kharg island is logistically too much of a problem, so instead theyll control the whole strait. I’ve never really come to a reasonable idea of how it off ramps from Iran retaliation tho. They won’t just rollover.

@FinanceLancelot Trump is literally preventing (attempting to) china from doing just that by controlling their cheap oil.

@Memecastle_Utd Guess what happens when you try to defend a one nil lead away from home

It can't get any worse, can it?

@NUFC Just get him out. Its toxic for the team to keep it like this.

Defeat at Selhurst Park.

@NUFC Just get howe gone now. Pointless waiting around, killing whats left of this team

Mateta scores. [2-1] 90'

@NUFC Eddie, lets defend a one nil lead, strikes again.

Goal. Mateta. [1-1] 80'