Division 🔛 |
1.3K posts

Division 🔛 |
@triggers40
Decoding the macro flow with 80s synth-lines. Our Legacy stored on a hard-drive. Stand for nothing - Fall for something.








Everyone's screaming recession. Meanwhile: S&P 500 at new all-time highs. Nasdaq ripping. Every single S&P sector is sitting above its 200-day moving average. That's not crash behavior. That's bull market behavior. The biggest investing mistake right now? Listening to headlines instead of watching price action. FT @CalebFranzen Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:29 - Are Markets Ignoring The Headlines? 03:54 - Tracking Real-Time Portfolio Alpha 04:03 - Why Are Markets Back At All-Time Highs? 06:44 - Earnings Growth Beyond The Mag 7 09:03 - Why Rising Unemployment Can Be Bullish 11:41 - Has AI Actually Boosted Productivity? 13:14 - Inflation Outlook: Oil, Energy & Market Risk 17:17 - Why Rising Money Supply Matters 19:56 - Deregulation & The Return Of Bank Lending 21:25 - Sponsor: Nexo 22:03 - How Much Higher Can This Bull Run Go? 25:35 - Why Overbought Markets Can Stay Bullish 26:48 - How To Allocate Capital Right Now 29:39 - Sell In May Or Keep Buying? 31:42 - Why Crypto Is Lagging Stocks 34:14 - Best Bitcoin Accumulation Zones 36:45 - Wrap-up






























