Caleb_TA @_Caleb_TA
Joined March 2011-
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Following339
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We are living in the dumbest timeline humanly possible.
The S&P 500 is down -16% YTD in Gold terms. It's not that the stock market is getting better. It's that your money is getting worse. Understand this.
Just so I’m fully understanding. If Apple makes an iPhone in India to sell in New York, it gets a 25% penalty charged. But if Samsung makes a Galaxy in South Korea to sell in New York, it gets a 10% penalty charged? So we’re giving a 15% price advantage to foreign companies?…
Can girls have 30 dolls if they’re a gift from Qatar
You guys remember when the Fed started cutting rates in 2007 and it prevented a crisis?
I contacted @tradingview about the @CMEGroup data being slow compared to other platforms. It seems like there's a latency cap or something similar. On Topstep, with the setting adjusted to 50ms, we can see every single tick. But right now on TradingView CME, we can’t see…
It seems like Donald Trump has a “first mover problem“ with his disastrous trade war against the world. No country wants to go first since they know Donald Trump will gloat and try to humiliate them. They are seeing what happened in the elections in Canada and in Australia, and…
So to recap all the important stuff we actually use will still be made in China but we will reshore the production of toasters and t shirts. Peter Navarro and Donald Trump put on a masterclass in this 9 day trade war
Giving China incentives to export tariff-free electronics and computers, while continuing to tariff their low-end apparel, is industrial policy which benefits China in continuing to upgrade export complexity
So the strategy all along was to bring back labor intensive manufacture of underwear and shoes but not iPhones and semiconductors. Brilliant.
"It's main streets turn" April 2, 2025 - April 9, 2025 We had a great run boys, it's never been more over
Lutnick 5 days ago said smartphone manufacturing was coming to the U.S. because of tariffs. Now we learn smartphones are excluded from the tariffs.
Important reminder from 👑 Buffett. Circle of competence matters. Patience matters.
Thank you to @Forbes and @mcgrathmag for having me back on the show again this afternoon to recap the busy week in equity, bond, credit, and FX markets!
What a day! We were looking for a HL today and we got that, didn't think we would get this outcome. Below is the plan for tomorrow and what I'll be looking to trade on the NinjaTrader Live stream! Come trade and show some love! youtube.com/watch?v=DThJX_… #ES_F Trend Update - In…
What a day! We were looking for a HL today and we got that, didn't think we would get this outcome. Below is the plan for tomorrow and what I'll be looking to trade on the NinjaTrader Live stream! Come trade and show some love! youtube.com/watch?v=DThJX_… #ES_F Trend Update - In… https://t.co/spV8hRCLgB
Right: The Art of the Deal Left: He caved
If the plan was to crash markets to bring rates down, it failed. U.S. 10-Year yield is now at 4.5%, higher than it was on ‘Liberation Day’, and markets are at the lows of a 25% sell-off. Time to go back to the drawing board. Global markets are saying this policy is untenable.
We could have just taxed billionaires

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