匚卄卂尺ㄒ丂乇乇尺 retweeted
Everyone welcome to the discord!
Opened up for a few days, with some brilliant traders in there all day long!
Also alert my setups in real time there!
discord.gg/xmpEVsGc
匚卄卂尺ㄒ丂乇乇尺 retweeted
Was a wild week and was a great experience doing it in real time with a group of like minded traders... Opening up the discord for a few days for anyone interested! No cost!
discord.gg/nQq3muvs
匚卄卂尺ㄒ丂乇乇尺 retweeted
Photo of the Day | 3.20.2025
Our feathered and quilled friends stopped by to wish you a happy first day of spring.
📸: @adambagelboy
bit.ly/PhotoOfTheDayAlta
匚卄卂尺ㄒ丂乇乇尺 retweeted
I have been talking for many months about the assumptions the market has been making about AI. There is zero room for those assumptions to falter in any way without major consequences. Deepseek may be that disruptor but if it's not Deepseek eventually it will be something else. I have and will continue to maintain a defensive position until valuations revert to the mean. The S&P 500 tech weighting is over 33%, primiarly in 7 stocks It is no longer investing, it is religion, unquestioned religion. THAT never ends well and it won't end well this time. Valuations must make sense, currently they do not.
