@WClemente

market enjoyer & student of life. not investment advice, personal opinions which change, etc.

 United States
Joined June 2020
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4.4KMedia

Climbing a Broken Ladder: A message to my fellow Zoomers

Article · @WClemente
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Seems pretty notable that despite all of the pivots to AI from miners, hash rate for bitcoin is quietly almost back at record highs
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*ANTHROPIC TO RELEASE S-1 AT 9AM EST: FOX BUSINESS
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BRL futures down 11%, erasing nearly all of this year’s gains.
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BREAKING: Lula wins re-election as president of Brazil, defeating Flávio Bolsonaro in the runoff.
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Not to be a doomer but not sure if now is the best time to add trillions of dollars in fresh equity supply for the market to absorb
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Locally, stuff like SOXX does look good for a bounce at the 200 day (no posn) but idk man. These charts are looking busted across the board.
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Will retweeted
fejau
@fejau_incOct 23
Quinn’s been nailing it on the energy complex and has some very fascinating thoughts we unpack in here
Quinn Thompson
@qthompOct 23
Talk a lot in this week's episode about the nitty gritty behind the most asymmetric trade I have come across in a very long time.
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Reduced more btc & pressed oil harder, turning into one of best trades ever for me personally. Managing risk accordingly NFA
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Vol is floored still and there’s no positioning (look at futures open interest). Futures curve in backwardation. Equivalent of a coin breaking out on negative funding & no OI. People have been conditioned to be scared to long just when admin is running out of levers to buffer.
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I hope you are all happy now 🥹
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The Spectator Index
@spectatorindexOct 22
BREAKING: Brent crude rises to $113, the highest since May.
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Houston, we have a problem
Quinn Thompson
@qthompOct 21
The long-term oil chart is absolutely fascinating when considered alongside the fact that the world is 1) draining inventories at a record pace and 2) actively blowing up production capacity on a daily basis.
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this is gold's quantum FUD but it's way worse because you can't software update gold.
Marathon Fusion
@MarathonFusionOct 21
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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Here's a chart
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fejau
@fejau_incOct 20
Long term bond yields are tightening financial conditions
Kevin Gordon
@KevRGordonOct 20
Stunning. Pending home sales in the US fell to an all-time low in September
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Surely peace agreement #1,000 is the real one exactly two weeks before mid terms
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Source: Person
*Walter Bloomberg
@DeItaoneOct 20
*IRAN-US TALKS CONTINUE, REPORTS DEAL IS CLOSE ARE WRONG: PERSON
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*trying not to tweet about btc relative strength to equities*
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Do or die spot here for the most important commodity in the world & input to the cost of almost everything Trump might try to pull something out into midterms (not sure what that could be at this point), but this is about as clean of a "cup and handle" as you can get..
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Jonesy
@HedgeyeDJOct 19
Jet fuel crack (Gulf Coast jet minus Brent): Sept 2026: $70.1/bbl, a record in data back to 1990 Prior high: $66.3 (Jan 2023) 1990-2025 avg: $11.6 The margin alone now tops Brent's full annual average price in 24 of the last 36 years. Airfares, meet math.
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