Favorite team:Atlanta Braves 
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Number of Posts:596
Registered on:8/1/2023
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Not going to lie, F1 is starting to feel a little stale. Indy has better racing, F1 has the tech. Drop any of the top 15 non-pay drivers in the McLaren and you've got a race winner. Even with bad strategy calls, it's no contest. Same as Red Bull before, same as Mercedes before that. They couldn't even let the race start with some drizzle today.

I love the tracks, I love the speed. It's just not on the edge as much as pure racing should be.
No he didn't. Did you listen or just look at some click bait? With your intelligence level, reads like click bait. He explicitly declined to comment on timing and said there are conditions that would signal rate cuts, potentially even preemptively, but that point hasn't been reached yet based on the mandate of the Fed.
I think we're sideways for a month, then rip through Q4 and crash back to reality. Time will tell.

re: Regarding OKLO

Posted by ApexHunterNetcode on 4/25/25 at 6:46 am to
Long term it's not just AI. Quantum computing will require lots of energy too which will happen at some point. Nuclear will be a growth industry. I like OKLO but who becomes established remains to be seen though.
A lot can happen in 8 days. I wouldn't touch it this week and likely would let it be called if it closes over $45 on 5/2. That's $400 profit plus the premiums and you can re enter the position when desired or through CSPs.
Trump is also negotiating against himself right now re: China. Xi can sit back and wait to a degree while continuing conversations with other countries. China's consumers can endure more pain than American consumers.
Today looks like a great bounce to back off any overleveraged index exposure and sell some covered calls before we trickle back down.
quote:

He caved!! Melt incoming


LOL. He didn't even cave. He's negotiating against himself, hasn't even talked to China yet. The epitome of incompetent.

Re Powell: the powerful of Wall Street are back channelling to tell him to leave the Fed alone OR Powell has already agreed on a rate cut. Pick one but I don't think Powell has confirmed anything because there's no hard data to support yet.
It's still a great asset with top notch capacity. Lots of macro headwinds for a growth company right now though along with a tight link to NVDA. I still hold some, just sold some barely OTM covered calls on them today that should expire safely this week. Wouldn't be surprised to see NVDA in the high 60s by EOY.
May get a better discount tomorrow. NVDA news may hit NBIS hard as collateral.
LOL. Check out NVDA. Tomorrow will be red red red
quote:

The Fed could start buying the 10 year. It's called quantitative easing or QE. The Fed will jump in before it causes a recession. Or should anyway.


I don't see this happening yet. There's still pain to be had in the market first. A drop to 490 and right back up isn't near enough to drive QE. The 10-year is a warning, and likely going to invert soon.

That said, volume in the market has dropped off again and we'll probably chop around here until June barring any news/tweets.
quote:

Bloomberg


One person gets it.

re: Fed Independence

Posted by ApexHunterNetcode on 4/10/25 at 10:19 pm to
quote:

His term is up in 2026


Rate cuts will happen this year, likely 2, possibly 3. Everything will pump through the end of year and we'll likely go in recession by mid-26.

This is all political posturing. Like the poster above said, what happens if Powell is removed? Say goodbye to any economic theory you know today, sentiment will tank and look out below.
VIX above 45 in overnight. Last time that high was COVID, before that, housing market meltdown.
quote:

Had to get NVDIA at $96 this morning.


Looks like NVDA may open in the mid-80s tomorrow. Still free falling across the board.
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The reversal signals I’m looking for are simply ‘stability and clarity’ in the approach. Specifically, I’m not buying back while we’re still in the negotiation phase. I will wait until the monetary majority of others recognize the consequence of no agreement and when we are able to establish true zones of agreement.

Then, it’s all back in.


Bingo. I've sold off some gold to position in cash better, watching for strong signals and support in the market.
2 weeks ago - 490 had strong open interest and support. Now, TBD by the week but 450 possible.