Just some Chads trying to save Simps from Wall Street. Institutional data and quant models simplified for the everyday investor. It’s not financial advice.
RQF MONTHLY TEAR SHEET
April 2024
All position updates are posted in real-time in the QuantDeck and member's discord area.
More information can be found here:
@PeterSchiff
Actually, Pete,
#Bitcoin
is the global asymmetrical bet that the central banks will perpetually devalue their own currencies over time vs demand growth.
#DDAP
Giveaway
We're feeling generous for easter so we're giving one of you $120 worth of $LTC
Here's how you enter👇
1. Retweet this post
2. That's it
Winner will be picked randomly on 4/17, and proof will be posted for the doubters.
Happy Easter!
The United States Dollar will remain a WRC until there is another country with a more reliable government, major GDP + exports, and independent central bank. If you think China or Russia meet these criteria, you're drunk as fuck on kool-aid.
NEW LEDGER NOTE (FREE)
The Compound Landing - 08.20.23
Available below:
THE SETUP
A little over a year ago, many folks were pretty convinced that we were headed for a recession. The signs were there, like two back-to-back quarters of negative GDP growth. The Macro Monkeys…
@unusual_whales
Because none of this is conflict is real. It’s all a game for the politicians, always has been. Rarely if ever will one visit the battlefield.
@WatcherGuru
That's rich since Powell turned on the money printer after Trump pressured him. Powell actually handled everything very well despite being extremely late with rate hikes so I'm curious to know why Trump thinks Powell messed up,
Why don’t .
@Target
.
@Walmart
.
@kroger
become our vaccine distribution hubs.They have large parking lots, trained Rx staff and weekly customer visits. Outdoor shots would minimize risk and inspire wary customers to get one. Every day we wait more die and variant risk increases.
@FinanceLancelot
These are bills….not bonds. Anyhow, treasury market as a whole has ample demand to scoop up the “700B” of upcoming issuances as all of it will not require new money and the demand in treasury market remains well over supply.
@WatcherGuru
What they mean is we will continue in this high-inflation/low-growth environment rather than shifting to deflation and ripping the band-aid off.
The differences between Onshore and Offshore Dollar Funding are extremely important.
Foreign demand is what drives reserve status.
There is something valuable about having OTHER countries wanting to hold YOUR currency on THEIR balance sheet.
It goes something like this:
🧵
Time to debunk the Fintwit myth surrounding the TGA balance & market liquidity.
As the debt ceiling approaches, talking heads are claiming a debt ceiling resolution would be "bearish" for stocks as liquidity would get removed from markets.
Here's why they're dead wrong 🧵
@WallStreetSilv
That film series is literally the AI constitution. If we as humans allow AI to dictate actional defense strategies...we deserve what's coming lol.
@PeterSchiff
We can go back and forth with this subjective debate. Let's even remove the United States from the equation. You want to move, as your local central bank has just completely dropped the ball and governments collapse (similar to your message) on monetary policy. How does one flee…
The biggest mistake to be made with AI is assuming it can perpetually train itself like a human. AI becomes obsolete without continuous human input (content). AI is a tool of the future, not the future itself.
So, I wonder how this civil war is going to affect BRICS.
Right, you thought BRICS was real.
This Russia situation is exactly why BRICS is nonsense, for now.
You cannot compete with America's currency without replicating America's stability/law/product demand.
👇
The differences between Onshore and Offshore Dollar Funding are extremely important.
Foreign demand is what drives reserve status.
There is something valuable about having OTHER countries wanting to hold YOUR currency on THEIR balance sheet.
It goes something like this:
🧵
Here's probably why you shouldn't try and time the housing market.
Given the history of the Case Shiller Home Index, we can see that housing only declined in one of the last 4 recessions, that one being a crisis specifically around housing.
Unless the U.S. pulls a Japan 2.0,…
@WallStreetSilv
Canadians desperately need financial education. Getting a variable mortgage rate at near 0% has very little upside and tons of downside potential. It was obvious to anyone with slightly above average financial knowledge.
@KobeissiLetter
The company that nearly fired 1,000 employees over zoom from corporate mismanaged also Spac’d themselves into the ground. Not surprising…
Breakeven rates are a powerful tool.
They’re completely inaccurate, they don't work as intended, and it's much easier for inflation to run hotter than forecasted with the Fed’s finger on the unlimited QE button.
100 likes & I post how we use them here 🚀
$SPY $QQQ $IWM
@unusual_whales
Then go sit down with him and sort it out like men. What is really going on here? It’s like two children arguing through their parents.
@POTUS
Probably 100 million who are perfectly fine with this decision. You can bring up PPP but the gov shut the economy down, didn’t force you to take the college loan out though. Guaranteed student loans are extremely predatory.
So, I wonder how this civil war is going to affect BRICS.
Right, you thought BRICS was real.
This Russia situation is exactly why BRICS is nonsense, for now.
You cannot compete with America's currency without replicating America's stability/law/product demand.
👇
The biggest mistake to be made with AI is assuming it can perpetually train itself like a human. AI becomes obsolete without continuous human input (content). AI is a tool of the future, not the future itself.
@unusual_whales
If politicians couldn’t trade they would never be politicians. They’re all Wall Street rich on government salaries. It’s not rocket science
Stop wasting money on bullshit courses made by bullshit traders. Gain free access to our live trend trackers, market regime graphs, and discord community where we show you how we invest at a higher level.
This week's changes in the Fed Balance Sheet were NOT Quantitative Easing.
Here's the balance sheet spike everyone's freaking out about.
Here's why it's not QE...🧵
50 likes and I will deliver
#DDAP
$ES and $NQ momentum pivots for every trading session next week. I make these rules. 🤝
Smash the ❤️🔥 if you want them
Pivots for today: 👇
The United States Dollar will remain a WRC until there is another country with a more reliable government, major GDP + exports, and independent central bank. If you think China or Russia meet these criteria, you're drunk as fuck on kool-aid.