markets ◦ body ◦ mind

a beach somewhere
Joined February 2019
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I have the most crypto exposure that I've had in a long. Thankful for the the dip.
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IRAN SUPREME LEADER CALLS FOR MEETING CONDITIONS TO END THE WAR
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Social media on desktop only is a productivity and wellness hack. The only application I use on my phone outside of text and call is kindle. The algos are getting too good, and most people do not have the self control to prevent doom scrolling. Adapt, or morph into a NPC.
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IRAN SIGNALS FLEXIBILITY ON STRAIT OF HORMUZ DEAL Iran says it could reopen the Strait of Hormuz within 4–5 days, rather than the proposed seven, if its conditions are met. According to Iranian state TV, Tehran is discussing a proposal involving the lifting of the US blockade with officials from Saudi Arabia, Turkey, and Pakistan. Related assets: $USO $XLE $XOM
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*ANTHROPIC TO RELEASE S-1 AT 9AM EST: FOX BUSINESS
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BREAKING: The prime minister of the UK has advised people to stock up on tinned food and bottled water, per BBC
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Would have expected vix to be higher already.
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The market has been conditioned to expect Trump must save assets. I think this explains why puts are still relatively cheap and why long oil isn't crowded. The unraveling of that conditioning would be dramatic.
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The 4th turning explained.
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BREAKING: Multiple Russian Il-76 military cargo aircraft have landed at Bushehr Air Base in southern Iran to begin the evacuation of all Russian personnel from the nearby Bushehr Nuclear Power Plant ahead of military escalation, per initial reports and local sources. The flights are also delivering weapons. The last time Russia's Rosatom evacuated personnel at the plant was on February 28, the day the war started, removing 94 people in a single day.
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TRUMP: WE COULD END IRAN WAR VERY QUICKLY
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ALERT: Elon Musk invests $1 billion into the parent company of CNN, technically making him an owner of the news outlet.
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🇪🇺🇷🇺 Ursula von der Leyen says RUSSIA IS USING MASS MIGRATION as a weapon against EUROPE The EU chief accuses Russia of deliberately pushing migrants toward European borders to overwhelm authorities, spread fear and divide the continent. She now wants new emergency powers to deal with these situations. Brussels has SPENT YEARS defending migration and asylum as part of Europe's values. Now it's warning that hostile governments can exploit those same systems to destabilize Europe. Completely ridiculous. And pretty revealing who is actually behind it all... Writer: Oliver
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You just know there's someone who's been accumulating TLT over the past few years whos almost breakeven. Legend.
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Notice IWM vs SPX and QQQ...
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Gold is fucked, got it.
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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this is gold's quantum FUD but it's way worse because you can't software update gold.
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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Macro broadly has been effectively useless for trading and investing post 2008. This is because the system has been relatively simple. Input has been the same people running the world, same geopolitical world order, and a constant demand for new money/debt. The same people have had the same goals and one of those has been higher stock prices. Nothing else has really mattered. Nobody has stepped in the way of corporate earnings. IMO this election cycle is signaling a massive shift. The missing variable is how many western countries accept socialism or facism as its new operating system and most importantly where does the United States fall?
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my takeaway is enjoy the simplicity of up only prices and somewhat stable geopolitical climate while they last.
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