Here's some thoughts on today's action and some updates on some of my recent bearish ideas. So far it's a negative reaction for GOOGL and TSLA after earnings, so it looks like QQQ will be gapping down, but there's a long way to go until open.
Still having some audio issues with my mic making crackling and popping sounds. Trying to figure it out, but I think I mitigated it enough to make this video presentable.
Still having some audio issues with my mic making crackling and popping sounds. Trying to figure it out, but I think I mitigated it enough to make this video presentable.
노트
For those asking, the direct link to the short thesis presentation is here:advancedplays.com/short-thesis.pdf
The original TV idea:

Update:

The Japanese Yen and US treasury yields were a big part of my thesis, but after the recent change of rate cut expectations I think the Yen will be less likely to collapse. However, if we have a serious global recession similar to 2008, I think it's still vulnerable due to the extreme inflation and debt the Japanese economy is dealing with.
There are many potential catalysts and I don't claim to know what it's going to be or when. I only claim that this is near the end and within 3-6 months the market will look entirely different.
You reap what you sow.
VIP Lifetime Access Program:
ko-fi.com/c/0cb5bf9514
Disclaimer:
The ideas I post do not always represent my positions and they are intended for educational purposes. Trading is risky! Most traders lose money.
VIP Lifetime Access Program:
ko-fi.com/c/0cb5bf9514
Disclaimer:
The ideas I post do not always represent my positions and they are intended for educational purposes. Trading is risky! Most traders lose money.
관련 발행물
면책사항
이 정보와 게시물은 TradingView에서 제공하거나 보증하는 금융, 투자, 거래 또는 기타 유형의 조언이나 권고 사항을 의미하거나 구성하지 않습니다. 자세한 내용은 이용 약관을 참고하세요.
You reap what you sow.
VIP Lifetime Access Program:
ko-fi.com/c/0cb5bf9514
Disclaimer:
The ideas I post do not always represent my positions and they are intended for educational purposes. Trading is risky! Most traders lose money.
VIP Lifetime Access Program:
ko-fi.com/c/0cb5bf9514
Disclaimer:
The ideas I post do not always represent my positions and they are intended for educational purposes. Trading is risky! Most traders lose money.
관련 발행물
면책사항
이 정보와 게시물은 TradingView에서 제공하거나 보증하는 금융, 투자, 거래 또는 기타 유형의 조언이나 권고 사항을 의미하거나 구성하지 않습니다. 자세한 내용은 이용 약관을 참고하세요.