Craig Shapiro
@ces921
Followers
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Following
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Media
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Statuses
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Macro Strategist: Ninja Trader Live and The Bear Traps Report, Cross-Asset Trader 20+ years, Ex-SAC, Ospraie, Graticule and Circle Lane Capital
Joined February 2009
Summer 2025: When the Narrative Snapped China isn’t catching up. It’s surpassing the U.S. BYD outsold Tesla. DeepSeek overtook ChatGPT. Alibaba cracked Nvidia’s moat. Beijing weaponized rare earths. 🧵
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Trump can either have a continuously rising stock market or he can try to win the midterms by focusing on affordability. Unfortunately, he cannot have both.
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Two defining voices on justice and culture take center stage: Chief Medaria “Rondo” Arradondo and journalist Jane Eisner join …. SHAKE IT OFF WITH MERT & LUCAS — LIVE! Sunday, Nov. 9, 2025 | 7–9 PM EST | AM970 Radio | Replays streaming everywhere.
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*MIRAN: DATA SUGGEST RATES CAN BE A LITTLE LOWER THAN THEY ARE hmm. Not as dovish as before?
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So far on election night, the Trump admin's plan to go all-in on AI and nothing else is losing strategy. People can't even NVDA chips
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So far on election night, the Trump admin's plan to go all-in on AI and nothing else is losing strategy. People can't even NVDA chips
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Winners: scale, cash flow, grid, chips, power. Losers: firms that need cheap refinancing, households without cushion.
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Now hyperscalers raise debt to build data centers and secure power. They slow buybacks. They conserve cash. When the strongest balance sheets start taking liquidity, not supplying it, the rest of the economy gets squeezed. This is not a rising tide. It is a capital rationing
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AI is not hitting jobs first. It is hitting capital access first. Big Tech used to fund AI from free cash. Plenty of liquidity to go around. Credit stayed friendly. Everyone could borrow. That phase is done.
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Always curious and full of energy, Beagles turn every walk into an adventure 🐾🎉.
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NY FED ACCEPTS $14.75 BLN OF $14.75 BLN SUBMITTED TO SRF ON NOV 03
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As you prepare for "Movember," check out the replay of "The Sunday Open" where @TradeSniperSara @paxtrader777 @PharmD_KS and I walked through the macro, the trading setups and the outlook for the new month. https://t.co/m8n326D4Fl
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Going live at 6pm EST with @paxtrader777 @PharmD_KS and @TradeSniperSara for The Sunday Open on @NinjaTrader Live. So much to discuss, so little time. Catch the futures open with us. https://t.co/tuYVm7dj1u
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The Sunday Open at 6pm ET tonight on @NinjaTrader Live. Fresh month. Futures live. Big data week coming with ISM and ADP ahead. Govt shutdown squeezing bank funding. Trump tariff case ahead of the Supreme Court and rising risk in Venezuela. Flows and chase risk FOMO build
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From Dermatology NP to X/@JoinAutopilot_ Investor: How I Turned $100,000 into a Multimillion-Dollar Home “I cannot live without books.” - Thomas Jefferson I didn’t grow up in a wealthy or financially savvy family, but I’ve always been a voracious reader. From a very young age,
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This will be an every Sunday show to help you all prepare for the week. This panel is great. You will be prepared from a macro standpoint with @ces921, from a technical perspective with @PharmD_KS and an experiential experience with me and a trading process standpoint with
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The Sunday Open at 6pm ET tonight on @NinjaTrader Live. Fresh month. Futures live. Big data week coming with ISM and ADP ahead. Govt shutdown squeezing bank funding. Trump tariff case ahead of the Supreme Court and rising risk in Venezuela. Flows and chase risk FOMO build
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Excited to launch "The Sunday Open" on @NinjaTrader Live at 6pm tomorrow with this incredible panel of @paxtrader777 @PharmD_KS and @TradeSniperSara We will discuss the week that just past, the week ahead and help set you up to trade "the most wonderful time of the year."
This will be an every Sunday show to help you all prepare for the week. This panel is great. You will be prepared from a macro standpoint with @ces921, from a technical perspective with @PharmD_KS and an experiential experience with me and a trading process standpoint with
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We just shipped the first VS Code extension built specifically for @Solana developers. Static analysis detectors that catch vulnerabilities in the IDE + fuzzing coverage visualization. The missing layer between development and audits, integrated into devs' workflow ↓
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TGA up to $1trn as of yesterday close. Probably $150-200bn above normal. Banks are running short on reserves as a result. Govt doesn't release the funds until they open up again I wonder why they are staying closed and causing a funding squeeze. Is this being done on purpose
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*BOSTIC: GLAD POWELL SAID DEC. CUT IS "FAR FROM" FOREGONE MOVE And the hits just keep on coming from the hawks today
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