VadimS
207 posts
«Война закончится завтра, 30 ДЕКАБРЯ. Даю 90-95%». Об этом заявил украинский журналист Дмитрий Гордон
Он сообщил, что располагает информацией о готовящейся исторической встрече, которая положит конец войне в Украине.
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@CallMeShylo That looks great! Is the bottom somewhere here and we looking up now? Thanks
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#CLOCKWORK ⏰
Like Doc says, not a *single* edit has been made to this chart posted @ 5969 👇
“A picture speaks 10,000 points” - 🐙
and everything you need is within my art 🎨
Love + success always,
Shylo 🔮🤍
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VadimS retweetledi
VadimS retweetledi
2 billion people rely on Google Maps.
But most people still don't know its full potential.
Here're 12 unbelievable things your Google Maps can do: (🔖 Bookmark for later)
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VadimS retweetledi
Tick Tock! ⏱️
Global Dow. Still upside. #BlowOffTop will be extreme in certain markets - small caps and Crypto - and #Euphoria will develop.
But - we are getting closer to the final top.
Largest Recession and Bear Market since 1929 ahead.
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@PeterBerezinBCA Peter, what’s your vision on long term bonds, TLT? Are you still long with a target $110 by early of 2025?
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Today’s combination of ultra-high home prices and elevated mortgage rates has created the worst environment for homebuyers since the early 1980s (actually worse, since back then you could have plausibly expected the value of your home to rise).
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@DaveHcontrarian @BozoHero @SaharasCharts @Smith2Hali I hope your right. I still remember his (un)famous - “I will be stunned if there is no recession in 2023”.
I hope to see bonds heading higher from this level
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@BozoHero @SaharasCharts @Smith2Hali Today might be Druckenmiller who is out talking about how he is bearish & short bonds. I think he's wrong but investors listen to him.
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@DaveHcontrarian @Robby3836167391 @cashis_maximis @KingKong9888 @BrosefJogan @ThHappyHawaiian @DonDurrett Hello David, if Trump wins - would the inflation spikes (because of tariffs), so bonds like TLT would not go up? Thanks
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@Robby3836167391 @cashis_maximis @KingKong9888 @BrosefJogan @ThHappyHawaiian @DonDurrett There are lots of hypotheticals that you can draw up. I'm focused on what i expect. The Dems may try to hold up certification & it could trigger a short-term sell-off but Trump might also win by enough that the dems can't play their games. Let's hope that's the case.
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Here we go
Meltup appears to be starting in $AG
TheHappyHawaiian@ThHappyHawaiian
$AG continues to drift higher after its breakout Looking like it’s ready for a meltup phase
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@marketminute Sorry do not recall - what’s your vision on nat gas, UNG specifically. Thanks
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Nice start to $MP one of our discretionary holdings.
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@marketminute Mish, Is it reasonable to expect $110-115 within 3-5 months?
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@DaveHcontrarian @JaraySteven @BudIceCream Hello David; do not recall if you have any price forecast for natural gas (specifically UNG etf), is it bottoming here (seems recently it’s DXY dependent). Thanks
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@JaraySteven @BudIceCream Yes, I raised my target on the S&P to 7500 and my Nasdaq target to 25,000. Left DJIA & RUT targets unchanged.
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@DaveHcontrarian @GoldEventsAU Hello David. Curious what’s your forecast for TLT when index at 7,000?
Then if I remember correctly, your bust number for TLT is up to $200 (when index at 80% drop).
Thank you!
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Here is my latest interview with Kerry Stevenson @GoldEventsAu recorded 9/25/24.Lots of discussion about gold & silver as well as the market melt-up, the coming global bust & bear market & the big commodity supercycle that will follow the bust. youtube.com/watch?v=yqQ2we…
YouTube
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@DaveHcontrarian @GoldEventsAU Hello David. Curious what’s your vision on the VIX in the bust? My understanding that historically it goes slightly above $80 max; is it same case in this coming bust or could go much higher? Thanks
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@DaveHcontrarian @LovelyFeyd David, do you expect TLT goes down or just small 1-2% move down, then going up to 110-120 etc? Thanks
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@LovelyFeyd I've said for weeks that the economy is decelerating & policy is far too restrictive and that I expect the Fed to cut 50bps. I was saying this when everyone was saying 1/4 point. Don't you read my posts?
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I know you have had your differences in the past, but do you agree with Dudley's assessment here regarding rate cuts today @DaveHcontrarian ?
*Walter Bloomberg@DeItaone
🔸THE FED SHOULD GO BIG NOW AND I THINK IT WILL: BILL DUDLEY "A 50-basis-point cut would also fit well with the Fed officials next set of economic projections, which they will publish this week. Markets are expecting a total reduction of at least 100 basis points by the end of 2024. If the Fed does only 25 now and projects another 50 at its next two meetings this year, it will send a hawkish signal. If it does 25 and projects more than 50, people will wonder why it isn't cutting more immediately. The larger cut thus helps the Fed get out of this predicament."
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@zerohedge With good coverage by state media - won’t be surprised to see her elected
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@PeterBerezinBCA Hello Peter, are you still holding puts? Is there lower levels coming now? (Is this is a recession or not yet?). Thanks
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Yes, the dispersion trade had gotten very big. Hedge funds were cruising for bruising with it, which is why I was buying a lot of puts on SPY and QQQ last month.
Danny Dayan@DannyDayan5
@PeterBerezinBCA It's a cross asset VAR meltdown. It's not any one single trade. It's every trade. Dispersion trade probably the most dangerous.
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Outlook for the coming week?
Monday: “Watching market developments closely”
Tuesday: “Prepared to act”
Wednesday: 50 bps cut
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@PeterBerezinBCA Peter, do you think it’s a beghining of the correction or will be bought out soon; and the correction starts later?
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The heated online debate now about whether one should use two or three decimal places in calculating the Sahm rule is a good reminder for why it is ridiculous to focus on a single indicator with an arbitrary cut off.
From our end June MacroQuant model update:
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@YLatynina Вряд ли; по такому сценарию шел Лукаш - все видные оппозиционеры исчезли из новостей - диктатор думает их так быстрее забудут
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@PeterBerezinBCA Hope your right, but not sure what happened if Trump re-elected and cut taxes, put tariffs (so inflation) and seems will want to cut rates… will the market goes down at all or spike?
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The layoff rate extracted from the Current Population Survey has begun to rise. Past increases in this series have always culminated in a recession.
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