Taffee🍬 @mutaffee

#BTC Ever since rejecting from ~$83400 and confirming it as resistance... Bitcoin has been dwindling, consistently rejecting from the Lower High (red) That said, price is still holding the orange region as support For Bitcoin to breakdown from here, price would need to continue rejecting from the Lower Highs and Daily Close below the orange region to set up for a bearish retest of said area $BTC #Bitcoin

Rekt Capital @rektcapital

a week ago

#BTC Bitcoin has bearish retested ~$83400 into new resistance For continued downside from here however, price would need to keep rejecting from the Lower High (red) and breakdown from this orange $80k region $BTC #Bitcoin

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I’ve explained for months (below) why I don’t buy the copper supercycle. China is structurally too weak to sustain it, while Europe’s Green Deal will collide with a simple reality: nobody can afford it. Today, Merz said: “We reached an agreement bw Germany and France on future policy toward the automotive industry. With this, the combustion engine ban is history.” It’s only the beginning. Book it: the “Green Deal” — never green, always an exercise in energy illiteracy — is heading for the scrapheap. Good thing

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57 years ago

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You should be using the rolling 12 month contract, not the Dec 27 one. Otherwise, it’s an apples to oranges comparison

Jeffrey Currie 🆔++ @CommodMkt

6 days ago

The macro repricing of energy is now underway. Check out today's move in long dated oil - that's calendar 2027 WTI. When long dated oil moves this strongly in tandem with energy equities making new ATHs, financial markets need to listen. This is not a transient spike in prompt

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🚨 SOMETHING VERY DANGEROUS IS HAPPENING RIGHT NOW Inflation is TRIPLE the Fed’s 2% target. Bond yields are hitting levels not seen since 2002. Oil prices are above $100/barrel. The worst crisis in decades is unfolding right in front of us. Yet somehow, the S&P 500 is still trading just 1% away its ATH. This rally is NOT bullish. It’s manipulated. Because healthy markets don’t behave like this. But everyone is ignoring what’s really happening today: The market is pricing in an all-clear that simply doesn’t exist. The crisis is far from over. Oil remains near $100. The underlying pressure is still there. But stocks continue to climb as if the economy isn’t facing a serious threat. And while the real economy absorbs the damage... Equities are being driven higher to create exit liquidity for smart money. The disconnect between market prices and economic reality isn’t just strange. It’s DANGEROUS. I’ve witnessed this exact pattern before: When stocks rally in the middle of an energy crisis instead of pricing in the risk, the reversal doesn’t happen gradually. It comes CRASHING down. Straight down. And FAST. This is not genuine strength. It’s a distorted market. And distortions like this never end quietly. Remember, I’ve called every major market top and bottom over the last 15+ years. Follow and turn on notifications. When the right moment to sell arrives, I’ll announce it publicly right here. Don’t become the exit liquidity.

The last 48 hours have been very telling. After US CPI inflation rose to 3.7% on Wednesday, the 10Y Note Yield surged to 5.33%. ~24 hours later, it was -30 basis points lower as the S&P 500 and technology stocks sold off. Today, yields are back on the rise as equity markets recover. The ONLY thing that has materially pushed yields lower over the last 2 months has been a downturn in stocks. Will the Trump Administration soon be forced to pick between the equity and bond market?

The Kobeissi Letter @KobeissiLetter

7 days ago

x.com/i/article/2110…

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Still trying to improve my swing and footwork🎾 But honestly, the process of learning something new is the best part

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America's biggest bond buyers just became forced sellers. Asset managers dumped the equivalent of ~$38B in 10yr Treasuries in 2 weeks. Their long-bond position is now the smallest in over a year. When the biggest buyers exit, yields don't need bad news to rise.

Weekend escape from the city. Nothing but fresh air, flowing water, and a little peace and quiet😊

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@KobeissiLetter When 1% owns a third of the wealth, the economy is doing well starts to depend heavily on which 1% you’re asking

Higher yields don’t automatically break equities, but they definitely raise the bar. Earnings growth has to do more of the heavy lifting

Jurrien Timmer @TimmerFidelity

3 weeks ago

What happens to equities if yields continue to rise? The simple answer is that per the DCF model the present value of future cashflows will decline, all else being equal. Fortunately, all else is not equal and earnings are booming. That means that the stock market can withstand a

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Another day is coming to an end, and somehow, I still believe beautiful things are on their way

Building strength, finding balance, and falling in love with the process. One Pilates session at a time💪

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🤣🤣🤣

Massimo @Rainmaker1973

4 weeks ago

This guy learned how to speak with chicken [📹 lukesgoldies]

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The ocean holds so many incredible wonders. What a spectacular moment to witness!

Nature is Amazing ☘️ @AMAZlNGNATURE

4 weeks ago

Photographer captures Northern Gannet diving into the ocean in Shetland Henley Spiers won Bird Photographer of the Year 2026 for his photograph of the gannet diving off Scotland’s Shetland Islands. These birds can reach speeds of more than 50 mph when diving

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Now 73% probability the Fed hikes on October 28, the week before the midterms. Can the Fed disappoint the market? (See below)

Jim Bianco @biancoresearch

4 weeks ago

1/2 Wall Street overwhelmingly believes the Fed will NOT hike on October 28, as it is a week before midterm election day. Makes sense... so why is the market still pricing in a >50% chance of a hike?

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Sometimes happiness is simply stumbling upon a bunch of pink roses on an ordinary day🥰

Some of the hardest battles are fought silently. Even when life takes everything away, determination and love can give us a reason to keep going💪

What's most exciting isn't $1000 price predictions or any price prediction really. It's the XRP Ledger growing and get adopted in TradFi as we speak. Nothing is being handed to us. This is hard work to make it happen. Let price be a knock on effect of this hard work that goes into changing the rails of the financial system and revolutionizing money like we have never seen before in history.

I’ve interviewed more than a dozen aides involved in the effort to pass the Clarity Act since Tuesday There’s bipartisan consensus that four things killed the bill: external politics, yes, but also a bad process, wasted time and a crypto industry that could not chill tf out

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Ray Dalio said the quiet part about the AI trade on Bloomberg. A $1B valuation isn't $1B of money. Someone put in $50M, the market marked it to a billion, and now it counts as "wealth." But you can't spend wealth - you have to sell it first. That's the trap: a mountain of paper valuations sitting on a puddle of actual cash. Bubbles don't burst because the story dies - they burst the moment everyone reaches for money at once. And the exit only fits so many. The vig? The house books your paper gains as real, right up until you try to withdraw them.