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2021 is a powerful year. Countless FIRST’s.
This is the first time I see food or agricultural commodity (per unit) price > fossil fuel.
We are either in the beginning of a phase out of fossil fuel;
Or there are too many of us for the dwindling natural & food resources in this world. Or both.
I’m for option3. Earth is running out of resources. It may not be our problem, but it will certainly be THE problem for our next gen. 🌏
If there’s anything you’ll teach your next generation, it’s adaptation.💡 Whatever field you’re in, change is inevitable.
#Macro
#RandomThoughts 💭
This is the first time I see food or agricultural commodity (per unit) price > fossil fuel.
We are either in the beginning of a phase out of fossil fuel;
Or there are too many of us for the dwindling natural & food resources in this world. Or both.
I’m for option3. Earth is running out of resources. It may not be our problem, but it will certainly be THE problem for our next gen. 🌏
If there’s anything you’ll teach your next generation, it’s adaptation.💡 Whatever field you’re in, change is inevitable.
#Macro
#RandomThoughts 💭
“Our central case is a hard landing by the end of 2023” 🛬🧨
— Stanley Druckenmiller
#macro
#recessionrisk
— Stanley Druckenmiller
#macro
#recessionrisk
US Fed is force liquidating BOJ & BOE at the lows.
UST selling push yields higher > inflation higher > more QT > further foreign selling pressure > yields higher. vicious cycle.
MYR also stuck in this loop 🔁, only we don’t have as much dollar reserve to sell. last ATH: rm4.74 / $1 🥲
Hope you hedged with me. Think I made 15-20% hedging my dry powder. Next targets was posted here — link1, link2
#MYR
#UST
#Macro
UST selling push yields higher > inflation higher > more QT > further foreign selling pressure > yields higher. vicious cycle.
MYR also stuck in this loop 🔁, only we don’t have as much dollar reserve to sell. last ATH: rm4.74 / $1 🥲
Hope you hedged with me. Think I made 15-20% hedging my dry powder. Next targets was posted here — link1, link2
#MYR
#UST
#Macro
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“Inflation is out of his (Jay Powell) hands.”
“Low rates push up asset prices, higher rates push asset prices down.”
🗣️ Jeremy Grantham
💰 billionaire investor, GMO co-founder
#tradingquotes
#macro
“Low rates push up asset prices, higher rates push asset prices down.”
🗣️ Jeremy Grantham
💰 billionaire investor, GMO co-founder
#tradingquotes
#macro
❤1
#macro upcoming
US Dec NFP:
tonite Jan10, 2130h
US Dec CPI:
Jan15, 2130h
US President-elect inauguration:
Jan20
US Dec NFP:
tonite Jan10, 2130h
US Dec CPI:
Jan15, 2130h
US President-elect inauguration:
Jan20
👍1
JK @mytradingspace 🚀
fed rate cuts (which I had a hunch will come in 2nd half 🤷🏻♀️)
lower CPI
= inflation cooling
= more room for #ratecut
(altho fed always be very late)
IF: rate cuts
= weaker dollar🧻
= bullish risk assets & inflation/value hedge
= bullish $BTC🥇 (& gold, cmdty, PMs)
↗️
technical wise, $BTC htf suggests another up leg to either retest or exceed ATH $109k, most likely the final wave of this bull cycle.
(yes, still hodling my 80k btfd swing)
(will update my btc htf wave count when available)
👀 i like to see whether/how the macro pieces slowly fall into place to back what I see on charts.
(2/n 🧩 & counting… ;p)
⚠️Risk:
• Trump tariffs (may strengthen dollar)
• CPI sticky >2% (no rate cuts)
• black swan (across-the-board sell off)
❓
Feb: $109k, expensive 😒
Mar: $79k, -30% raya sales, FEAR 😨
high, don’t wanna buy; discount, too scared to buy,
in the end fomo buy >ATH
dats, general sentiment in the crypto market & my crypto chats rn.
💭
buy low, sell high
or sell high, buy low
making money in the financial markets is as simple as dat. I feel the key differentiator btw winning & bleeding lies in the process itself—are your trade decisions run by logic, or run by emotions, or worse, ego?
logic > survival instincts,
logic > power of crowd,
logic > need to feel good
logic > need to belong in group
where’s the group in the markets?
the 90% losers. #apetogetherstrong🦍
(stay strong, BAYC hodlers🥶 )
it’s against human nature to be the winning 10% minority, which is why it’s hard to trade well, need to rewire our ape brain, thus why it’s a winning edge if mastered.
Yes, mastered.
no, im not gonna say anything bout dat magically wake up and make money while sleeping using autotrade EAs whilst trading the most efficient market on planet Earth on your mobile phone with 0 skills yet miraculously winning against MIT grad citi fx desk traders with McKenzie research reports trading 8 screens with live feed updates from bloomberg terminals…
no, din say nothing❌
(sorry, was a draft, mis click send at midnite, lmao, rekt)
#macro
#lilgameplan 🧩
#thx4readingmyblas
= inflation cooling
= more room for #ratecut
(altho fed always be very late)
IF: rate cuts
= weaker dollar
= bullish risk assets & inflation/value hedge
= bullish $BTC
technical wise, $BTC htf suggests another up leg to either retest or exceed ATH $109k, most likely the final wave of this bull cycle.
(yes, still hodling my 80k btfd swing)
(will update my btc htf wave count when available)
👀 i like to see whether/how the macro pieces slowly fall into place to back what I see on charts.
(2/n 🧩 & counting… ;p)
⚠️Risk:
• Trump tariffs (may strengthen dollar)
• CPI sticky >2% (no rate cuts)
• black swan (across-the-board sell off)
Feb: $109k, expensive 😒
Mar: $79k, -30% raya sales, FEAR 😨
high, don’t wanna buy; discount, too scared to buy,
in the end fomo buy >ATH
dats, general sentiment in the crypto market & my crypto chats rn.
buy low, sell high
or sell high, buy low
making money in the financial markets is as simple as dat. I feel the key differentiator btw winning & bleeding lies in the process itself—are your trade decisions run by logic, or run by emotions, or worse, ego?
logic > survival instincts,
logic > power of crowd,
logic > need to feel good
logic > need to belong in group
where’s the group in the markets?
the 90% losers. #apetogetherstrong
(stay strong, BAYC hodlers
it’s against human nature to be the winning 10% minority, which is why it’s hard to trade well, need to rewire our ape brain, thus why it’s a winning edge if mastered.
Yes, mastered.
no, im not gonna say anything bout dat magically wake up and make money while sleeping using autotrade EAs whilst trading the most efficient market on planet Earth on your mobile phone with 0 skills yet miraculously winning against MIT grad citi fx desk traders with McKenzie research reports trading 8 screens with live feed updates from bloomberg terminals…
no, din say nothing
(sorry, was a draft, mis click send at midnite, lmao, rekt)
#macro
#lilgameplan 🧩
#thx4readingmyblas
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👍6❤1