⚡️Grateful Dead ⚡️ Trader, tech analyst, and Psychohistorian If you plant ice you're gonna harvest wind
Not all who wander are lost
Joined December 2013
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Modern civilization is collapsing. Measured in years, not months but we're basically on the precipice. The early to mid 2030s is going to be BRUTAL globally. The fallout from the next phase of the US -Iran war will likely be a catalyst...
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Hopefully, you enjoyed the top. For anyone who reads my stuff, you know I mostly talk about markets. There is a very good chance the market is going to crash next year. If the S&P closes the yr @ 6800 that's a really huge indicator (annual doji top). Charts are bearish AF rn.
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#bitcoin is breaking down as well, with a lot further to fall apparently. There's something brewing under the surface. This could get very ugly if you aren't positioned correctly. Without a major reversal next week the s&p should follow bitcoins path. #epicbubbleburst
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$TLT
I'm loading up on mid Jan $77 puts. Looks like the #TenYearYield is getting ready for another run
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$TLT
The week didn't close as expected but I still believe that the #TenYearYield is bottoming and gearing up for another run. Looking for the uptrend to start next week. If I'm wrong I'll own it but for now it's still looking like a technically sound trade.
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$TLT
#TENYEARYIELD got the rip I was expecting, and after some consolidation next week it should continue into December, probably retesting the recent highs by FOMC mtg in early December. This could get crazy kids. $TLT puts are 🔥
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I'm fading #natgaa , I believe it's overextended relative to what the inventory report will show but I'll be buying dips closer to $3.05-$3.15
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Today was clearly the catalyst I was anticipating. #tenyearyield heading back to 5.1% + before EOM. Much higher in December
$TLT puts are 🔥
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I'll be looking at tomorrows inflation numbers to decide if I want to stay in this $TLT short. There is a big move coming, but it doesn't necessarily have to be down. This week, possibly tomorrow is going to be the tell. I'll update if I get bullish
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Right now this is just a technical call, I have no weather models to point to (Havent really looked yet). But the chart says this is most likely what's happening. Looking for $3 20 next week to confirm #natgas winter rally is underway
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The war has already moved the timeline forward. Once last year's harvest has been consumed that's where it should reallystart to kick in. By early next year at the latest we should begin to see the long term effects more clearly.
Enjoy the top. It's all downhill from here.
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It will initially be experienced in the form of hyper inflation, especially food. However longer term there are no guarantees. A hungry mob is an angry mob. Our society only works when the system is running perfectly. Imagine pandemic conditions on a much more frequent basis.
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Climate change is going to start accelerating much more rapidly in the coming years. I was modeling el nino patterns and it points to a breakout in the mid 2030s. I'm expecting massive food shortages, society basically breaking down in the affected areas. I imagine in the US...
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Picked up some $WNT puts. It's overextended, needs to consolidate. Not looking for a homerun on this trade, $115 for next week.
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$tnx
#10yryield
$TLT puts
I'm building a $TLT put position starting today. Big move coming. Might take a couple weeks to pop, using mid Aug expiry
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#IranWar
The pace & momentum just keep increasing.The Iranians are clearly trying to whittle down US interceptor stockpiles, while arranging things to where we have to push back hard.I really don't think the market is appreciating how serious this is going to get. It will soon
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#IranWar
Trump is most likely going to escalate this week, after the UN summit. The Iranians are going to do everything in their power to deplete US interceptor stockpiles ASAP. They may succeed with just a few heavy saturation attacks. Neither side has time as an ally
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#IranWar
aside from the obvious chaos to come from all of this, I don't think enough attention is being paid to the brewing #globalfoodcrisis which should become more of a headline story in 2027. The fertilizer shortage combined with record heat is a dangerous recipe. #climate
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