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🥶🥶🥶🥶🥶 x.com/amitisinvesting/status/2…
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@amitisinvesting Good lord yeah yield up mean bitcoin goes up and stock goes down
@amitisinvesting Ngl this looks scary. I agree with drunkenmiller, the treasury buybacks are only a temporary fix, to a long term problem. Fix the spending or end the war pretty simple. Much easier said than done
@amitisinvesting Earnings can outrun a lot, but not a rising discount rate forever. 4.7% and climbing eventually wins that fight, no matter how good the EPS beats are. x.com/TheStockUp_/status/20920…
@amitisinvesting If you sell a bond to buy stock the yield rises as the price decreases
@amitisinvesting Fed and treasury going to pump money to keep the yield down and liquidity up. Crypto runs on news like this.
@amitisinvesting The Great Unfolding of all traditional boomer 60/40 portfolios into 100 equity
@amitisinvesting 90k by the end of August? Might be pushing it a bit
@amitisinvesting If only there was a neocloud who still mined...
@amitisinvesting my bmnr I've been bagholding since last year x.com/vinnnter/status/20920818…
@amitisinvesting Not sure if this is correlated. Rates have risen in the past and $BTC did not go up. I think the Bitcoin and $ETH move is mainly being driven by the new push in the Clairty Act along with the last few months of consolidation. I am.sure the rates going doesn't hurt though.
@amitisinvesting Bessent gave traders the level at which they'll buy. So of course traders push it. He basically gave them a glitch to make free money.
@amitisinvesting Ai stocks cooled off so the sheeps rotated into crypto. Thats all
@amitisinvesting 4% was nice but higher for longer has gotten rid of a lot of shit players of the game….over lever and die
@amitisinvesting Here. Some warmth for you Amit x.com/exnihili_/status/2092089…
@amitisinvesting 150k coming in few days My friends have sold houses and bought crypto. This is going to 150-200k in few days. No one can stop 150-200k in just days. Just watch.
@amitisinvesting Goodluck to everyone whos long here. x.com/Hye7910z/status/20920949…
@amitisinvesting Bessent and this administration going to realize that they can't yell and lie their way through the bond market. The trade and Iran war playbook won't work here
@amitisinvesting Dont fight the tape. Its showing you something. Cause is usa debasement. Fiat $ is based on trust of its gov. USA printer is ain't trust worthy anymore loool
@amitisinvesting Must watch from compound and friends … so much of this explains where we are youtu.be/WaKDHRCC3NE?si=u7WZTD…
@amitisinvesting Nothing seems to be getting bond yields under control 😕
@amitisinvesting Debasement trade x.com/JagsandStocks/status/209…
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@GAndersonTrades @amitisinvesting Current trend oct 100% should be above 🤝
@TheRealBirnbaum @amitisinvesting Goldman’s own model says every 100bps on real yields is worth about a 7% hit to the S&P’s forward multiple.
@amitisinvesting @jaspalsandhu24 I see it as diversification out of the U.S. dollar as policy decisions from this administration are weakening it. Or I should say, are implied to weaken the dollar
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