Arun S. Chopra CFA CMT🧐
@FusionptCapital
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Oxford Econ, MBA Stern. Ranked top 15 Twitter technical accounts, Business Insider. Indie film producer (Sundance ’06, LAIFF ’16). 90’s trained, Behavioralist.
Palo Alto/NYC
Joined September 2016
"Surely things will calm down tomorrow" Tomorrow:
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So I fed this to GPT, told it to assume it was John Murphy, and explain not only the setup but give both monetary and fiscal policy recommendations. Have a great weekend. $GC_F $SI_F $USO
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So I fed this to GPT, told it to assume it was John Murphy, and explain not only the setup but give both monetary and fiscal policy recommendations. Have a great weekend. $GC_F $SI_F $USO
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Don't let the tell you TA doesn't work
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Warsh: "This period reminds me of the 1990's. What's happening now is the most transformative time in American economic history in a very long time. Productivity should be booming in the next 5-10 years. The US should be at the very forefront of that. The President calls it the
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This was 40x's oversubscribed. Many complained they did not get their full 'allotment'. $FIG
Hearing Figma was initially going to open at 65X 's sales
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guys
And just like that they got everyone back to lining up to pay 20X's sales for an $IPO
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CMT Level 9000
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So I fed this to GPT, told it to assume it was John Murphy, and explain not only the setup but give both monetary and fiscal policy recommendations. Have a great weekend. $GC_F $SI_F $USO
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Higher long term rates are ________ for stocks. $TNX $TYX
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One small thought here as the debasement trade searches pick up and what not. Note how detrimental the rising deficits have been to this space. The ACA credits alone run like 350B over 10 which is = to the Tariffs at this point which are unlikely to be anymore productive than
Remembering when Obamacare passed thinking 'well at least when it really gets to be unaffordable for both the government and the consumer I'll be old or dead' and now here we are and I'm not that old or that dead.
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For those following the relatively intermediate technical machinations of the long end, an ever so small shrug (2 mo) has built out. Semi odd given ADP but same time feels like more in-line with Hassett and metals etc And this ultimately has been a massive waste of time range
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TRUMP'S CRYPTO CZAR SACKS: MORE JOBS ARE BEING CREATED THAN LOST BECAUSE OF AI
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Fear vs Greed
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4% GDP -20K jobs 3% core cpi $ES_F ATH $SILVER $60
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1500X's sales $RGTI
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