Berkshire been selling US stocks aggressively YTD. esp tech & finance stocks.

Buffett clearly mentioned in his latest Berkshire s/holder meeting; it’s not about the 5% yield for holding cash, he simply believe cash is the best position right now
(translate: US stocks not worth buying now)

“be fearful when others are greedy.”

watch what he does, not always what he says, as he can’t say lots without moving the markets.

#smartmoney
#berkshire

aggressive fed pivot on sept18
still watching bond yields & market reaction rn.

I hv now technicals, lofty valuations, smokes in macro data, Buffett offloading, & a very dovish Powell—all converge towards a high probability future market correction.

let’s add beary clouds too 😂

how bout funding your bottom fishing thru riding the market down? my fav sport ;p ⛷️

#fedpivot
#happyhunting

#unemployment #macro

UR ticking up from bottom leads to recessions, for past 40yrs.

‘Knowing Yourself’ is the most overlooked (or rather refused to look into) part.

#tradermindset

To profit, bear your survival instincts.

#tradingmindset

about 3-5mths to peak based on 2013 & 2021 cycle.
Again pointing to end Q1’2025, coinciding with my prev macro observations here, and here.

*excluding the 2017 cycle as that rally was prolonged by CME futures launch at the time. And we have had our ETF launch moment earlier this year.

#BTC

crypto is extremely quiet this cycle. maybe coz we don’t have no 1week millionaire alt season.

Most frens I talked to also seems disinterested even when BTC is legit up 2-4X depends on where in the cycle you start counting.

which makes me think, it’s gonna be a big bang situation, from nothingness to everything in one bang. 💥

If you’re in this channel & you FOMO above 73k…. Haizzz #冇解 I’ll sell to you at the high 🥹

$FCPO

welcome back the good ol’ +6,7% CPO weeks 🎉😉

making money in the market means identifying the fair value & back it with your $$ long before others can see it. aka price discovery.

Trump is the ‘fair value’ for US economy & institutional values. Any critical thinker will back him.

2024 US was us in GE13.

IMHO on a Trump win,

1) higher Tarriffs = higher inflation > bullish commodities, PM, BTC

2) lower taxes = higher consumer spending > bullish corp (Elon Musk is not stupid k) > bullish economy > bullish US equities

3) more rate cuts = bearish USD, pro risk assets, bullish EM, bullish MYR & FKLI

4) deport immigrants = lower crime rate, lower medical & state govt welfare expenses, lower birth rate (well…), higher salaries (employ locals), lower UR, stronger US job market.

📝 Trump may solve the economy, you’ll see dat there’s an inevitable problem here: higher inflation 📈

***
On a Harris win,
honestly, I think we get CBDCs & Great Depression
(higher taxes, less affordable US homes, BIG controlling govt, dollar devaluation, higher inflation, more immigrants, more crimes, more welfare expenses, lower living standards, more she-man he-lady,…economy collapse, then societal collapse)

***
No matter who become the POTUS, we get higher inflation. hence, inflation hedge = THE best positioning for the next 6mths imo.

In a time of deceit, telling the truth is a revolutionary act.
— George Orwell, ‘1984’

Full JRE podcast here, worth a listen. 🥂

NEW ฿ITCOIN ALL TIME HIGH: $75,656
(updated: 1119h)

FOMC meeting tonight
Nov 06,07

*no economic projection for this meeting

$BTC put in a vios last year, you cash out a C class today.

think ima wait for another Porsche 🚗