esprit de liberté, liberté d'esprit audio/visual artist, full-stack dev, localization engineer, macro buff
Joined March 2021
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- Following463
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Murrieta retweeted
I dont care that the new EGS launcher is vibe coded. I dont care of they are using GE-Proton internally. Someone at Epic had to present these ideas and get them green lit, and regardless of reasoning be it for competition or for compatibility, an effort for linux compatibility is being made, and I can appreciate that. It's more than most have done in the past and I welcome it. I want linux to grow, not for people to chase growth out.
Murrieta retweeted
VERY IMPORTANT. Enjoy! 💜
I sat down with @DariusDale42 to break down whether Scott Bessent is bluffing the bond market, why stocks keep hitting highs, and why balancing the budget may be impossible.
We also discuss the K-shaped economy, AI, bitcoin, and America's political realignment.
YouTube: youtube.com/watch?v=Z7xDFOs7…
Spotify: open.spotify.com/episode/7ri…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
0:47 - Is Scott Bessent bluffing the bond market?
7:34 - Druckenmiller's op-ed & Bessent's playbook
13:13 - Why stocks & bitcoin are near all-time highs
16:42 - Why balancing the budget is impossible & the impact
24:30 - Housing, young vs old & the lock-in effect
28:02 - Cut, grow, or print?
32:12 - How AI & bitcoin can level the playing field
36:15 - Social mobility & keeping up with the Joneses
39:00 - America's political realignment & future outlook
49:45 - Power, politics & the path forward
Murrieta retweeted
A bear trap immediately followed by a spring board
This is not something to be taken casually
This can be powerful
$BTC
Murrieta retweeted
#TOTAL3 massive base with a possible bullish flag right under horizontal resistance.
Murrieta retweeted
Thank you, Mr. @WarrenBuffett, for everything. You, sir, are one of the greatest American patriots of all time. Your legacy will never be forgotten.
FYI, Warren Buffett is the only person living who has traded through the last Fourth Turning. If/when he passes (and I sincerely hope he lives forever), there will be no one left managing risk who understands how fat the tails are in the distribution of probable economic, policy, and market outcomes.
Things are highly likely to get very weird over the next 5–10 years. Make sure you have a plan (read: systematic process). If you think you're smart enough to rely solely upon what's between your ears, best of luck with that! I sincerely mean it.
Here are some absurdly helpful, FREE resources that you can rely upon to PREPARE your family and portfolio for whatever comes our way:
Eurodollar Talk featuring @JeffSnider_EDU and @42Macro: Darius Dale Says This Bull Market Isn’t Over Yet (Here's Why): youtube.com/watch?v=MrqNifMB…
@thoughtfulmoney featuring @adamtaggart, @LukeGromen, and @42Macro: Which Inning Are We In?: youtube.com/watch?v=0-Bw776z…
@MacroVoices featuring @ErikSTownsend and @42Macro: Darius Dale for POTUS 2028: youtube.com/watch?v=UAGEIxhy…
Murrieta retweeted
"Consider that, if the Fed hikes this month, it will be the flattest yield curve to start a tightening cycle since 1965. Ordinarily, a positively sloped curve might suggest that markets expect higher policy rates ahead. But once term premium is accounted for ... effectively none of today's positive 3m–10y slope remains to reflect higher expected short rates. A relatively flat curve could therefore be signaling that today's tightening will eventually give way to tomorrow's easing—that Warsh has little runway to fight inflation without undermining growth."
Inflation is making a pretty good case for the Fed to hike this month.
The bond market is making a pretty good case that they won't get very far.
My latest for Alpha Beta Soup, and the first piece for paid subscribers:
alphabetasoup.substack.com/p…
Murrieta retweeted
“He lied like a finance minister on the eve of devaluation.”
- Warren Buffett
berkshirehathaway.com/letter…
Murrieta retweeted
PARADIGM D SIGNAL: No, this is not a drill. The U.S. has officially jumped the shark. 😂
Source: @TheTerminal
((Reverse Robin Hood effect + 55 years of fiat currency debasement = historic Cantillon effect) * historic generational inequality = Fourth Turning[Howe]) ^ (Elite Overproduction[Turchin] domestically * disintegrating Geopolitical World Order[Dalio]) = Paradigm E
Paradigm E = MAJOR political realignment + Total War.
Subscribe for details on how to navigate your portfolio through this historic confluence of risks.
No research firm has called markets using these frameworks better than @42Macro has over the past ~half decade: youtube.com/playlist?list=PL…. I doubt any will over the next 5-10 years.
Best of luck!
Murrieta retweeted
BUBBLE THEN MULTI-YEAR BUST?: If we’re wrong on this fundamental research view, then our quantitative risk management overlays—KISS and Dr. Mo—will “tap” me and our many clients and members around the world “on the shoulder” and spare us from the worst of the secular bear market that we believe is the overwhelming modal outcome once the AI capex bubble peaks.
Murrieta retweeted
Important for price to rally quickly towards 70 levels. Possible H&S bottom developing with neckline at 70.
More on this >> blog.techcharts.net
Monitoring the price for stability above its year-long average. If we put a short/medium-term low here we will get a possible H&S bottom reversal. #SILVER Breakout above 70 will be my long signal.
Murrieta retweeted
#NASDAQ Looks ok. No technical damage. Still an uptrend and possibly forming another continuation chart pattern. Early stages.
Murrieta retweeted
JACKSON HOLE UPDATE: Our @federalreserve Chair rhetorically supports my push to transition our K-shaped economy to an E-shaped economy.
He has yet to confirm whether he *actually* supports this crucial agenda. Time will tell. FWIW, I'm doubtful.
JACKSON HOLE PREVIEW: The setup going into Chair Warsh’s speech is as awkward/uncomfortable as I’ve seen in my career, outside of 2020. I honestly feel bad for him.
Bessent’s Bridge is exacerbating Sticky Inflation. The capital-investment-focused stimulus of Paradigm C, a.k.a. "Run It Hot," is exacerbating the Jobless Recovery. Capitalized titles denote existing @42Macro research themes.
Plus, r-star is rising (at least according to our model), which suggests AI is outcompeting sovereigns for the marginal allocation of capital. The likelihood of greater coordination by the Fed and Treasury, a.k.a. "Fedsury," is rising by the week.
Have a great day!
—Skipper
Murrieta retweeted
Please like and repost if you agree with Allan. 💜
@Jason I'm telling you bruh, the skipper would be a one of the best guests to have on the show. I would love to hear that conversation, and I think your audience will too.
Murrieta retweeted
I say target met. Too fast, too steep. Apply protective measures if needed. This is a Type 1 breakout and can extend beyond price objective.
I shared the ATR trailing stop for those who want to trail price.
blog.techcharts.net/2025/11/…
