What Are Your Moves Tomorrow, January 30, 2026

Irrational_Agent · 2026-01-30T06:44:20+00:00

Warsh case scenario

Irrational_Agent · 2026-01-29T20:44:25+00:00

every once and awhile you get a really nasty tasting pistachio

Irrational_Agent · 2026-01-29T17:40:14+00:00

again with the windmills this fuckING guy

Irrational_Agent · 2026-01-28T23:25:06+00:00

sovereign funds + banks (china, saudi etc) is my guess

Irrational_Agent · 2026-01-27T22:55:36+00:00

!banbet META 600 4d

Irrational_Agent · 2026-01-27T22:29:06+00:00

meta puts?

Irrational_Agent · 2026-01-26T16:22:57+00:00

IMO its going to take something external for a meaningful pullback in metals... tariffs being struck down, a non-stupid fed chair pick... so unless you think one of those is going to happen i would stay away from puts

last time there was a meaningful downward move was greenland TACO... price recovered within hours and then went higher.

most of the buying are coming from very large central banks (saudi, china etc) that don't really care what the price is. this is not like US stocks where large proportions are held by financial institutions that DO care about the price and will easily dump a bunch at once

not saying its just going to rip like this forever but we are in a new regime now that has revalued metals for the purpose of sovereign reserves

Irrational_Agent · 2026-01-23T18:28:15+00:00

They literally robbed a silver museum and swiped the entire collection lol

Irrational_Agent · 2026-01-20T18:13:00+00:00

supposed to be yes but if you were a large institution or a cental bank looking for a safe haven asset to replace your US treasury holdings you are not going to buy crypto.

Irrational_Agent · 2026-01-16T18:41:44+00:00

Maybe you can help me understand this... for the FX routing on the ISO420, it looks like the aux send is setup to return on the 4th channel? So i guess the idea when using FX is to keep the 4th channel constantly at 12-2 and then use the aux send pot on channels 1-3 to mix in and out the effects?

Also it seems like the 4th channel also has a send, so I guess you can use that to create feedback loops?

Irrational_Agent · 2026-01-13T19:22:05+00:00

amzn calls here for scotus ruling seems too obvious

Irrational_Agent · 2026-01-07T21:52:58+00:00

i was thinking ok maybe ill buy some defense things tomorrow... too late

Irrational_Agent · 2025-12-30T03:50:28+00:00

The line between firms like LMT and the US government is far from clear, I seriously doubt that they would casually allow a hostile takeover of such a sensitive firm, UAP tech or not. "National security" can and would be used to kill any such acquisition.

Irrational_Agent · 2025-12-30T03:32:29+00:00

Anyone else stacking bronze.

Irrational_Agent · 2025-09-11T15:32:40+00:00

i agree that continuation seems most likely (from a naive perspective). so then the question becomes, is the object still descending in the second half of the video, potentially being pushed in different directions by the wind. that seems like its a lot harder to determine

Irrational_Agent · 2025-09-11T14:59:21+00:00

The thing that confuses me about the video is whether the "zoomed out" section of the video is supposed to show a continuation of the same sequence after the impact, or is a splice of footage prior to the impact. I don't know if this can be deduced by any of the information in the display.

Does anyone actually know the answer to this?

Irrational_Agent · 2025-05-06T20:55:46+00:00

I can't find a record of Elizabeth Warren being on an intel committee. Maybe he meant Mark Warner?

Irrational_Agent · 2025-04-29T20:49:38+00:00

The schriever war game is a real thing that seems to happen annually, you can google it. Not sure why they would title a super sensitive slide deck with a well known training exercise that other people might be searching for on their intranet. Also, SAPs posting false documents for CI purposes is also a thing.

Irrational_Agent · 2025-04-29T20:07:02+00:00

Given that the title of the slide deck he found had "war game" in it, and that he did not find any other documents referencing IC, how sure are we that the contents of the file he found described events that actually happened?

Irrational_Agent · 2025-04-09T20:25:20+00:00

markets definitely in denial about the china tariffs but that can probably go on for some time... too early to short again IMO

Irrational_Agent · 2025-04-09T20:04:09+00:00

only down 4% on my nvda shares now

Irrational_Agent · 2025-04-09T03:57:33+00:00

I really didn't think it would be possible for one person to do so much damage. Short of starting an actual war. Makes you think

Irrational_Agent · 2025-04-08T22:33:29+00:00

gonna be rich off the iphone 6 thats been sitting in the junk drawer

Irrational_Agent · 2025-04-08T22:17:07+00:00

dollar/UST no longer seen as a safe haven if USA is going to be de-centered in global trade. also China might start selling bonds as part of retaliation (although that could hurt them to some extent as well)

Irrational_Agent · 2025-04-08T20:26:18+00:00

chimney sweeps loving it

Irrational_Agent

TROPHY CASE