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  1. Prikvačeni tweet
    prije 16 sati

    Client Calls from Friday: ✅ Short Bonds on expected rate bounce ✅ Short Gold on higher USD ✅ Long SPX on Growth/CoronaVirus fears abating ✅ Long Commodities - Reflation theme ✅ Long IPOs where speculation breeds faster than bunnies ✅ Oh + yday Short Long Oil Live+✍️

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  2. proslijedio/la je Tweet
    prije 16 sati

    Value comeback v momentum, which got a bit euphoric for a few days IMO. has been banging on about this; so good.

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  3. prije 12 sati

    My client newsletter last week: "Buy Bonds, Wear Zirconia" With my Top 10 Reasons for Bond Reversal Agree or not, it worked/is working.

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  4. prije 14 sati

    Yes it's hearsay/heresy , but still... "If you can't get in then you can't test for nucleic acid... then you can't be diagnosed with severe pneumonia... so we can only say you are suspected case." "Hospitals aren't allowed to diagnose."

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  5. prije 14 sati

    US PEG Ratio -Price/Earning divided by Growth- is at all time high as hit to economic growth from is just starting. Bidding up stocks on a rally is one thing but keep in mind stocks have never been more expensive relative to their actual growth.

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  6. prije 15 sati

    Adorable. When's the last time you saw the options market for act like a ? 👏🤣

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  7. prije 15 sati
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  8. prije 16 sati

    Timing didn't suck. The Momentum crowd is definitely self-aware right now... also talked about hitting 161.8 fib ret at ~$180 in my YT video uploaded last night:

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  9. proslijedio/la je Tweet
    prije 18 sati
    Odgovor korisniku/ci

    Yeah - I cover a lot. In my head and in my trading room. Restriction is not my jam. 🙃

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  10. prije 17 sati

    When reported China closures until the 9th I tweeted, snowball's chance. Yeah, end of Feb is more reasonable.

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  11. prije 17 sati
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  12. prije 17 sati

    UNLOCKED Member Content: Macro-to-Micro Trading The CoronaVirus Rally $3350 Also called the Bond, Gold short + Commodity rally

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  13. proslijedio/la je Tweet
    4. velj

    With a closing mkt cap of $160B, is now larger than 464 of the S&P 500 companies, but are ineligible for inclusion in the index because they've never been profitable for 4 consecutive quarters. That's all.

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  14. 5. velj
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  15. 5. velj

    We all want to be understood... Well this guy actually gets me 🤗

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  16. 5. velj

    This Gamma game is getting “inconvenient and dangerous” (extra points if you know what movie that’s from). Anyway, can’t help but wonder how this might apply to 😳

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  17. 4. velj
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  18. 4. velj

    Do you remember my last Bond Short, Gold Short, Growth-to-Value Rotation Calls? yeah, I do too. Want to know where to safely enter + exit these trades? Join me. We're gonna make history together again ;-)

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  19. 4. velj

    Huh, wouldn't it be something if + petered out on the same day. Just thinking out loud. Sure would be good for my Growth-to-Value rotation theme ;-) Going to do a video + post to YT this afternoon if anyone's interested. Sign up here!

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  20. 4. velj
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