Global markets. Macro intelligence. No agenda.
Dubai - United Arab Emirates
Joined May 2016
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big picture check. gold, nasdaq, btc, oil, dollar, all on one page.
nasdaq +17% ytd, 5% off the highs
gold -21% from the jan top
btc -7% ytd, still -35% from the high, but +27% in 3 months
oil +66% ytd 🧵
tldr
- its a yields market. watch the 10y before the chart
- 10+ dollar both rising = worst tape for all 3
- not a short signal but a "be pickier" signal
- the turn is when the 10y loses its 13w avg. thats when the +69% regime starts
The Gray Brief retweeted
Episode 2: Reachy Mini has to break bad news to Microduck.
New approach for the duck's emotions this time.
Not sure I'll keep making these, but thank you for all the kind messages and follows after the first one!
The Gray Brief retweeted
Didnt @blknoiz06 call this almost exactly?
Said Kraken who is compliant and has the licenses etc would make the most sense to partner with a hyperliquid to bring HYPE to the US?
$ORCL
this long printed. one of the easiest trades.
will start building shorts closer to $160 (if we get there)
