The ETF Bid Can’t Get Past The Bouncer
Here is the part that doesn’t make it into the ETF flow tweet: a billion dollars just showed up, and it changed nothing. Three days…
For the past two years the only question the market asked about AI spending was how big the number could get. Like a dog with a frisbee, the answer was always: MORE. This week bullish exuberance and greed…
Here is the part that doesn’t make it into the ETF flow tweet: a billion dollars just showed up, and it changed nothing. Three days…
The market wasn’t paying for promises this morning. It asked for proof of funds, and the AI complex couldn’t produce any. The premarket bid is…
I know exactly what you’re doing right now. It’s football season Sunday. Trading volume is thinner than a gas station hot dog, and somewhere between…
There’s a trendline on Bitcoin that has held since 2018, with one clean exception. Price is sitting on it right now, and the only question…
Is the chip selloff the bond market repricing duration, or the stock market finally repricing AI capex? That’s the only question worth sitting with right…
Bitcoin has spent days pinned inside a $2,500 box, and both sides of it are loaded. Today’s CPI print decides which side gets hurt: does…
Charts, credit, and real-world positioning for people who prefer an actual plan.

Charts, credit, and real-world positioning for people who prefer an actual plan.

Charts, credit, and real-world positioning for people who prefer an actual plan.

A timeless reminder that nothing is new, and you are not as smart as you think you are.
Same incentives. Same players. Same nonsense.
Feelings do not compound. Edge does.