What’s the interest rate on your margin?

BTC has a long way to fall if that is prevailing thought because it shows complete lack of comprehension of what bonds are.

There’s your bitcoin buyer presenting the new world of finance

So, Bond rates went to negative yield because people were optimistic about the future? Also, your chart is a constant maturity yield chart. Not...

Not true. BTC is accounted as a mark to market asset and loss. Bonds are not.

Bonds also have a maturity date which provide return of capital. It’s the definition of a paper loss.

Copper was 30% lower than it is now pre-pandemic and is working on 13 straight days of decline. RIO dividend @13% is pretty attractive

Wheat and corn are down 20% from recent high. Corn is down 6% today. Nat Gas is down another 9%, 30% below it’s recent high

2y rate crashes back below 3%. Down 50bp from its recent high. 10y on the verge. 3% is support for the 10y so I’d like to see a close or three...

Xpeng, $XPEV has an average analyst price of $280. Trading at $30. Watched a review on the p7 that sells for $35k. Impressive package. ...

August WTI is the only month over $100 now 20 month low in copper. Corn and Wheat at risk for much larger declines.

Assumption that corporations are greedy because consumers made a choice is conflation. The resulting enhanced climate change is an issue that should...

Boise $220k markdown on a $1mm house https://apps.realtor.com/mUAZ/6xfxs79p

3x as many sales last month Vs 2021 in my hood. Inventory up and dom up 100% last three months. In 2019 dom was 3x higher than it was now. Nice...

The new wave. Who’s the man?

Long buyers are no different. Saylor for example. Musk for another. Sell hopes and dreams.

Conflation. Consumers chose convenience. I made no implication otherwise.

Walmart, Costco and Home Depot did the same thing. Don’t blame them. Consumers have choices.

The F250 lightning has 100 mile range towing less than 10k pounds.

Now that the word is out that bankman-fried is white knighting it becomes a target to see how deep he’ll dig.

GSCI is 10% off it’s recent high. It’s still up 40% yoy but only slightly above its pre-war price.

Wide contango in the gasoline futures. WTI is $20 off it’s recent high too. Lower prices ahead. ...

Because it’s wreckable

The shorts added to it. If it wasn’t vulnerable it wouldn’t have gone down

What’s the difference between an attack (sell) and an engineered short squeeze (buy)? Both seem nefarious but that’s what makes a market .

The problem with a “spot” etf is custody and settlement. Futures exchange have that in place. Even the GLD etf has a warehouse with actual gold in...