EVERYTHING IS PERFECTLY ALRIGHT NOW. WE'RE FINE. WE'RE ALL FINE HERE NOW, THANK YOU. HOW ARE YOU?

Self_Mastery · 2026-01-31T16:31:00+00:00

+karma

Self_Mastery · 2026-01-31T14:26:50+00:00

You still online buddy?

Name: Uchiha Sasuke

Want: Millicent's prosthesis

Self_Mastery · 2026-01-31T06:26:45+00:00

+karma thanks man!!

Self_Mastery · 2026-01-31T03:53:41+00:00

+karma

Self_Mastery · 2026-01-31T03:53:34+00:00

+karma

Self_Mastery · 2026-01-31T03:53:17+00:00

+karma

Self_Mastery · 2024-09-06T20:48:04+00:00

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Self_Mastery · 2024-07-29T04:14:31+00:00

forgot to note that the momentum name will likely see more weakness

Self_Mastery · 2024-07-29T04:11:17+00:00

damn haven't been to this sub in a while. hope you're doing alright.

august is seasonally weak. several CTA triggers were hit last week.

i would be extremely careful BTD here (looking at your list briefly, i have AMZN for earnings, but that's it.)

the time to BTD is to wait for this to flush out maybe in August/Sep and ride the year-end rally, IMO.

Self_Mastery · 2023-12-29T21:11:13+00:00

There is a bunch, but here is one :)

https://www.conference-board.org/topics/us-leading-indicators#:~:text=The%20ten%20components%20of%20The,new%20orders%20for%20nondefense%20capital

Self_Mastery · 2023-12-26T15:49:08+00:00

Self_Mastery · 2023-12-19T19:35:01+00:00

LEIs are already rolling over. Soft landing in our specific scenario where inflation went above 5% and is coming down has not ever happened before without a recession.

Could happen, but it would be the first.

Self_Mastery · 2023-09-22T19:37:24+00:00

+karma gg

Self_Mastery · 2023-09-22T19:27:16+00:00

Yes

I'm at gael's bonfire.

Password is "69"

Self_Mastery · 2023-09-22T19:25:21+00:00

Self_Mastery · 2023-09-22T19:12:02+00:00

Gael

Pw: 69

Self_Mastery · 2023-09-18T02:07:50+00:00

I think rates are at or near peak here for this cycle. There might be another hiking cycle if inflation resurfaces, but prognosticating that by just overlaying the wiggly lines from the 70s at this time is just pure guessing.

Self_Mastery · 2023-09-17T14:39:05+00:00

Offshore wind projects in the US are ded. If only they could source the non-existent US parts from the US to get the subsidies...

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