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A look behind the curtain prepping for today's move. How I manage high time frame/low time frame. Manage most recent port trades in $RIOT $MARA $BTC $AMD etc and why I think cyclical traders have it all wrong 🧐
I know there isn’t much of an appetite for long form rambling but there is gold in these hills.
Looking for this sort of move on /ES. Invalidated if we lose 7350s $spy
Once we get up there it’s hedge time on long term port to raise a little powder for dip buys
This is a high time frame take on the stock market. Not a commentary on what happens in the next week or month or the next thousand points up/down on the index.
American hegemony is close to over. We’re going to trade the carcass via a melt up as they push asset prices higher relative to a weakening USD.
Americans are doing poorly taken as a whole. All the countries American exceptionalism believers look down on have better metrics. Notably the only place we lead is internet though also interesting despite tik tok being a Chinese company they won’t allow the same slop they push to our kids.
Our country was looted similar to a private equity buyout where they buy the asset drain the pensions and sell the rest off for parts. The top has gotten filthy rich where their capital investments generates more than your entire lineage will ever see and it requires zero production.
Our social contract is the 401k. We don’t produce good students, own much modern infrastructure and we are generally less happy BUT the social contract is the line goes up and to the right. This is the American hegemony and we greatly benefit from the world’s contracts being settled in USD.
Make no mistake when the dollar finally does capitulate, and it will, there will be a rush to the door to buy cheap money and close those contracts and when that is done the US loses its last advantage. We don’t produce anything of value, our tech advantage disappears the moment china takes Taiwan and we have a hardon for authoritarians so I’m sure the pushback will be minimal.
This is the worst time to sell your assets. It’s the only safe haven for money becoming increasingly useless. Since everything unwinds when the usd does squeeze all the leverage in the system will be flushed out and we’ll go into a long sustained depression where the leader for the next 100 years will be decided, but not yet.
$btc 🤌 the add for the bottom tick was put in 12 hours before it happened
How about this deal. We stop accusing everyone of being a pedo BUT if in the future we find it’s true and they knew but covered it up for politics we hang them all publicly
Deal?
Vance: "And now the media and the Democrats in the state of Ohio are obsessed because, guess what? Vivek Ramaswamy had the audacity to run a TV commercial which calls it out like it is and calls Amy Acton a liar."
Readers added context they thought people might want to know
Court records and 1978 reports confirm Amy Acton's stepfather was arrested and charged with raping her at age 12; he fled Ohio before trial and was declared a fugitive. Her brother has corroborated the events. Vivek and Vance are siding with abusers over a victim.
cincinnati.com/story/news/pol…
forbes.com/sites/saradorn…
mediaite.com/media/news/ram…
$btc let’s hold a higher low and cook into the upside. Good luck bears 🥹
$mara short hedge closed. Let the long cook a few days for a bounce and retrace
I’m closing Mara short hedges around 8.50 and slapping calls a day or two after. Good luck btc miner bulls. If you want my justification it was posted a few days ago and covers my Mara logic for prior week
youtu.be/sueJY8P0iT0?is=5M1Y…
I clipped the last 5 days or so of Mara commentary to show how I’m managing this capitulation as a Mara bull and when I want to buy













