@GlobalMktObserv There’s an auction at 2:00 pm. Wait to see what happens
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Mary Marsh
1.2K posts
⚠️HERE WE GO AGAIN:
The US 30-year Treasury yield has crossed above 5.0%, a level that has been sustained for only a few days since the Great Financial Crisis
At current levels, the yield is just 8 basis points away from setting a new 19-year high.
When the stock market notice?
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@FinanceLancelot R u keeping an eye on the Samsung strike? Walkout planned for 5/21. If this gets resolved then semis should come down from the moon I would think…
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Memory manufacturers like $MU are likely in their final run right now.
The MACD indicator is at an extreme level, never seen before not even in the 2000 dot-com bubble.
The CCI bounced at level 160, which is also something we've never seen before either.
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@TedPillows @ElliottWaveSage Hey Sage I’m hearing from a reliable source that the reason semiconductors are pumping is the threat of stike at Samsung… something to keep an eye on. Walkout planned 5/21. If the stike is resolved I would expect smh to tank.
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Millions worth of $QQQ & $IWM Put buyers adding in a sea of green
It's been a while since we've seen you guys!
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@ElliottWaveSage Incidentally I follow a guy AskSlim (Steve Miller) he is genius at cycle timing. He’s expecting a pullback in May. Rally into summer. Bear market starting in the fall into next year. Worth checking him out.
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Don’t give up on $UVIX just yet …not financial advice. I can be wrong of course.
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@ElliottWaveSage I’m still holding long but hedged to the gills… I want to go all in short so so bad
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@ElliottWaveSage Look at the PCC … no one is short or hedged… terrifying
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Is Hertz $HTZ the next $CAR?
50% short interest, 4.2 days to cover.
Financelot@FinanceLancelot
Avis Budget Group $CAR is going vertical, now up 23% today 88% of the float is reportedly short, triggering a massive short squeeze.
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@ElliottWaveSage I’m hearing that Iran is accepting bitcoin for its oil passage fee. Could this be the start of countries using BTC instead of the dollar for oil purchases?
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Guys read this and make sure it sinks in good…no peace or deal can fix this problem and make these chemicals just appear magically where they need to be, the damage is done and gets worse everyday day. Some estimates say 200 days to get back to normal.
Lukas Ekwueme@ekwufinance
Markets are delusional we’ve already lost: - ~30% of fertilizers - ~20% of LNG - ~14% of oil - ~30% of helium Any one of these on its own would be enough to trigger a crisis. Together, they form a systemic shock that risks pulling the global economy into a serious recession. Because these aren’t isolated commodities.... they sit at the core of entire production chains: Petrochemicals -> fertilizer -> food production Petrochemicals -> mining (copper, uranium, nickel) Petrochemicals -> plastics -> cars, electronics Petrochemicals -> drugs, rubber, textiles Helium -> semiconductors / AI chips Gas -> power generation Diesel -> transportation So this isn’t just an energy problem... it’s a full-spectrum supply shock hitting food, industry, tech, transportation and power at the same time. Without flows from Hormuz, the system doesn’t just slow down, it starts to break. And there is no policy tool that can replace missing physical supply.
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@MarketMike Market breadth (iceman rand on TradingView ) shows full liquidation… meaning markets would have a hard time going lower… let’s see
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Mary Marsh retweetledi
