Broken Clock
@pbrokenclock
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Broken Clock
50 subscribers
Broken Clock
i will buy 33% today, 33% over the course of this week and another 33% on a potential deep pullback within the next 2 weeks
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It's a multi months thesis
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My little oil bulls prone to report even a 10 barrel per day disruption recently didn't bother reporting this one strangely
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https://x.com/lisaabramowicz1/status/2084303546854285407?s=46
X (formerly Twitter)
Lisa Abramowicz (@lisaabramowicz1) on X
US manufacturing is booming, expanding at the fastest pace since 2022 and beating expectations in many metrics for the month of July. Omar Sharif of Inflation Insights points out that the ISM production index rose by the most for any July since 1951. htt…
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Yeah i'm starting a mags/qqq position, large size
if we restart the AI trade momentum this will get stopped out.
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Not really the kind of thing that happens at a hyper focused company
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https://openai.com/index/apple-is-getting-this-wrong/
OpenAI
Apple is getting this wrong
OpenAI addresses Apple’s baseless lawsuit, corrects claims about its employees, and shares messages documenting what happened.
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I'm not on OAI side, but this shows that Apple is not going in the right direction
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New SPY ATH in 2 months I am not one to fade that
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I will refrain from adding to mags/qqq for now
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Bye bye Aaple, tped another 75%
Closed the remaining
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Market very horny lulz; i could see SPY do a little bit of a U turn here
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Would be funny if this was kind of a lasting bottom for bonds
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Bid on stonks is delirious, bulls win once again
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Not a bad time to buy EOM puts on SPY for a quick play or pair it with smt you think gonna do well, maybe gold? Maybe LLY? Not sure. Would probably buy a couple of put spread if I was home tonight
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Trump and Bessent are doing whatever they want with stocks
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Lets see if there is deal with Iran announced this week
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Not sure how they going to recover them but they sure would earn incredible amounts if pursued diligently
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Waring is hard, especially when you running 2 wars at once
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