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155 posts

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@0txoly

加入时间 Ocak 2012
210 关注81 粉丝
NoLimit
NoLimit@NoLimitGains·
🚨 RUSSIA REPORTS AN ATTACK ON AN OIL TANKER IN ITS WATERS
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NoLimit
NoLimit@NoLimitGains·
A lot of people wish they had gotten into The Assembly. The amount of DMs from people who missed the 24hrs window is wild. You can follow @InTheAssembly and enter your email at the bottom of the site to be notified if we ever reopen in the future.
Santana🍃@1_Santana_1

@InTheAssembly @NoLimitGains Wish I would have gotten in

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NoLimit
NoLimit@NoLimitGains·
I have to admit, I was wrong. I wasn’t expecting the market to recover this fast, especially with the war still ongoing. I thought the market would either 1) stay low for a while or 2) drop a bit further. Called the BTC top at 126K, the ZEC short at the exact top to the penny, and bought oil right before the war started, among other things. It’s all public. But here we are. One wrong prediction. For those wondering, I never shorted the market. I didn’t lose money. In fact, I made money on the recovery because I bought a decent position in MSFT under its 200 WMA, and I’m very happy I did. Your goal should always be to be positioned for both scenarios so you can benefit in either direction. Keep enough cash, or cash equivalents earning yield, so that if the market drops, you can buy low. And keep enough positions to also profit on the way up. Not to brag, but with my size, capital protection is and always will be the number one priority. I understand that if your portfolio is just a few thousand bucks, we probably have different views, and that’s perfectly fine.​​​​​​​​​​​​​​​​ I sold the S&P near 7,000, I publicly bought oil companies and sold for a 20% profit, and I bought MSFT near the bottom. In my books, that’s a win.​​​​​​​​​​​​​​​​ And yes, I’m still bearish. I trust the data, not some temu trader on X. My view hasn’t changed once and I will stick to the plan no matter what. The data suggests we are very close to a cycle top. And every “this time is different” comment I read only increases my conviction that it is, so I would like to thank you for that. Feel free to ignore my warnings, we don’t know each other after all. But if you decide to deploy all your capital right now, just know that you’re gambling in the most overvalued market in the history of humankind.​​​​​​​​​​​​​​​​ Thank you, NL.
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NoLimit
NoLimit@NoLimitGains·
Holy shit It’s above 40 right now
NoLimit tweet media
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NoLimit
NoLimit@NoLimitGains·
🚨 INSIDERS ARE STILL SELLING Only one buy out of the top 60 insider transactions. It makes you wonder who’s buying and providing them with exit liquidity.
NoLimit tweet media
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The Assembly
The Assembly@InTheAssembly·
Great first week in The Assembly. We’re just getting started.
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NoLimit
NoLimit@NoLimitGains·
6:1 to 8:1 Those aren’t dates. That’s how much liquidity exists relative to global equity market cap. Translation: if you have $1M invested, there’s only $125K–$167K on the other side.​​​​​​​​​​​​​​​​ An all time high. We are currently in uncharted territory.
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NoLimit
NoLimit@NoLimitGains·
The stock market has never been this illiquid in history. Never. Global equity market cap is around $127 trillion. There’s only a fraction of it waiting on the other side. That’s why the Buffett Indicator is at an all-time high of 232%. Sounds crazy, until it isn’t.
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NoLimit
NoLimit@NoLimitGains·
NoLimit tweet media
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NoLimit
NoLimit@NoLimitGains·
Something isn’t right, and you know it.
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NoLimit
NoLimit@NoLimitGains·
🚨 Oil-linked futures surge to $127 per barrel, following Trump’s statement
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NoLimit
NoLimit@NoLimitGains·
🚨 NEW STATEMENT FROM DONALD TRUMP:
NoLimit tweet mediaNoLimit tweet mediaNoLimit tweet mediaNoLimit tweet media
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NoLimit
NoLimit@NoLimitGains·
This is all happening because of one company.
NoLimit tweet mediaNoLimit tweet media
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NoLimit
NoLimit@NoLimitGains·
🚨 Hormuz traffic fell by almost 50% after the ceasefire was announced.
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