Robert (infra 🏛️⌛️)
@infraa_
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capital market enthusiast | macro nerd | futures and options trader | 1 lot ZB! vigilante | "when money isn't scarce, everything else is"
SoCal
Joined June 2021
The Global Reserve Currency Curse:.“Dollar Dutch Disease" and the Hollowing Out of America. One of the very interesting developments in the past few days is the nomination of JD Vance- a guy from a dirt poor Appalachian town in the Rust Belt. An eyewitness to decades of
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Fun fact:. Congress only works 140 days a year. This works out to about 2.5 days per week. The average full time worker will work 240 days a year.
BREAKING:. Speaker Mike Johnson shuts down the House until September to block voting on the release of the Epstein files.
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This will do wonders to help with the record low affordability and definitely not lead to a dramatic increase in speculation.
Trump: We're thinking about no tax on capital gains on houses.
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Makes perfect sense. When you default on the social contract and impoverish people, they generally don’t take kindly to you. Goes all the way back to the Trump-Bernie voters that broke all the beltway elite’s minds in 2016.
Trump-Mamdani voters are all over NYC and this is terrifying to elites because it means anti-establishment sentiment is unifying people. Look at how the "podcast bros" flip-flop. We're witnessing a realignment in our country that transcends the left-right binary.
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Daily reminder:. A strong (overvalued) dollar, record low affordability of single family homes, and our massive trade deficit are all interlinked . You cannot de-link a strong dollar from the absolutely historic asset inflation that we've seen the past few decades
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Why Home Affordability is so Bad…. …and why it’ll likely get worse.
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US Economy at a Crossroads: .10 Critical 'Beige Book' Warnings from the Federal Reserve.
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RT @aaronbasile: How To BEAT Global Currency Debasement (Why Stocks Are Not Enough) via @YouTube $SPY $QQQ $IWM $SM….
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The only thing that matters is that it's working great for them. The real blackpill is that it was never intended to work for you. But hey, at least we get cheap Alibaba junk
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Since 2011:. CPI: 46%.M2 Money Supply: +146%.Gold: +138%.S&P 500: +374%.Bitcoin: +13,706%. Bonds have been certificates of confiscation for a while.
I just found an old savings bond a family member gifted me in 2011. They bought it for $25 and now 14 years later, the treasury direct website says it’s grown 1.1% per year and is worth $29.20 😭😭.
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oh yea and like a dozen ppl reaching out to ask about this stock or that stock, where to chase returns, etc. kinda scary what the first names out of their mouth are. not penny biotech shitstonks, but close.
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Starting to think we're either very near a top, or about to experience an absolutely massive, vertical, face-ripping blow off top. Someone I know who just buys 0-1DTE calls on big tech every day.IV? Greeks? Bid-Ask? Earnings? P/E?. Don't know em, don't care- just buy calls.
This is insanity: retail 0DTE option trading is about to hit two-thirds of all daily option volumes. The market is literally a casino now
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