I really appreciate the dedication in each video you post. To be successful one has to have multiple income streams and so on, also investors should understand the crossover between asset classes & liquidity flow, joanna claire focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch
yup, they been off like 90% have. Ron Walker is one of the only ones out there that called this as well as the last 2 major tops way before they happened.
It’s daunting if you ask me, the market is going bonkers. What’s left of my 90000 portfolio now isn’t looking good, I am curious about ways to capitalize on the market?
Absolutely! Fortunes are made in bear markets. We aren't in a bear market, but nibbling on heavy red days has proven to be fruitful for me over 3 years of investing. My system is built to create generational wealth in all markets, especially (ironically) in red markets. I am at 2.25 mil. Don’t sell when the market is down. Having a CFA that dedicates time to research companies thoroughly and implement effective risk management strategies can be invaluable. This approach has proven effective for me!
I’m trying to get an advisor for guidance but it’s harder than you think. Anyone who is fee-based is hard to find and usually have a heavy workload. Would you be comfortable sharing a recommendation if it’s not too much trouble
Oh very well then, conducting due diligence on Lina Dineikiene should suffice. She has established a notable reputation over time, and her system is acclaimed for its outstanding quality. Good woman!
Welcome kids to the return of the Margin Clerks.2.0 You kids have never seen entire hedge fund books sold regardless of profit or loss. Everything is sold. Any narratves you create or believe is irrelevant.
10:20 Haha this was great timing. After payroll today, market's already pricing in three 0.5% cuts by the FED until the end of the year. These macro predictions are jokes. FED expected the unemployment rate to end the year at 4%, and it went up to 4.3% already, and we're in AUGUST. It triggered the Sahm rule, which basically confirms recession. It might be mild or it might be severe. But it is coming this time.
Guys I just have to mention how awesome it was to see Quinn improve by miles after being grilled by the team last week about looking like a hilly billy 😂 it’s awesome to see people grow And Ty and Felix, you guys are awesome too but I feel like quinn deserves the cake this week!
Love the show and always gravitate to the mtn man! When is Jerome's speech at their annual bonus trip to Jackson hole! I think we should require them to meet in some super small town in western Kansas!
@@JamesMullarneyIsAFraud Humans are pack animals. Most people just try to trade with the overall market momentum. Only problem is that when a crash finally happens, people just buy the first few dips, then are trapped. That said, I'm not sure this one will be more than a standard 10% correction, with one more last hurrah until we get the real drop in the fall. Or maybe it can go longer. Who knows 🤣
FeJau is the man - whatever he recommends and writes (for free) I'll look at For anyone interested in crypto and macro, I don't think there's anyone better at explaining to non TradFi ers (and non CPAs).
Looks like the wedding really screwed you guys over on this one 😂. Should have waited to record on Saturday while he's hungover so we could get a visual that pairs with the day in markets today...
Fejau is a disgrace and full of arrogance on twitter as if he knows it all. He needs to wind it down several notch and be humble. Not a single one of these ever raised the risk of the widow maker trade. Idiots
If you look at monthly candlestick charts on major indicies .. it's no surprise that mean reversion is underway given the air between sma20 and price... Not a good way to know exactly when you'll get burned... but easy to know your playing with fire. Macro is great for entertainment... but it seems to bring too many crosswinds to drive action IMO
VIX up 50% today, up 100% for the month. Did volcontrollers lose control? I think its forced selling due to USD/JPY going to 146. Think its possible we get hell breaking lose. Markets down 30% before the sept meeting n then they go big instead of 25 bps. Or emergency meeting butbthey wont say its bc of stock market crash. Blame it on an external event or a failure of some 2big2fail institutional player.
@@lawLess-fs1qx Forward earnings are decreasing this time and we're starting to see sales misses from the weaker companies. That means you could be right that we get a relief rally, but after that come October it's probably time for a big dumpy-doo...
Also, I like you guys, but it really just isn't the same without Mike. He can give some push back sometimes when you guys do the friend hug fest. At the very least, it might benefit you guys to send each other lists of bullet points and for each one of you to look for counter indicators in order to play devils advocate. I do think you guys have gotten better at this. Especially now that you're mentioning what's happening in Japan finally. But it might help to make the conversations more robust. And remember, it's ok for friends to disagree on stuff sometimes. It's not personal, it's to help flesh out ideas and make sure we're all getting more information by testing all the different theses we have.
I think governments need to borrow more yoy, qoq, month over month. And there won't be enough demand to buy them up to keep the rate steady or lower. They will panic and ramp up their bond buying program to keep the rate down. IMHO.
These guys have been bull pumping for months a crypto kept crashing for months. Total clown show. Not an ounce of acknowledgement of how wrong they have been for 5 months the now….and then they wonder why folks make fun of their takes. Wen accountability
Lol, you guys are unbelievable. Felix is new to macroeconomics and has neither managed a portfolio nor worked at a hedge fund. Most of you are merely macro enthusiasts without any real-world experience or exposure to trading during a recession. For months, you’ve been optimistically proclaiming from the rooftops that rate cuts were imminent and would lead to significant market gains. Now, reality has set in, and you're beginning to recognize the signs of weakness that have been present for several months.
What exactly is Tyler adding to these discussions? He seems to be trying to crack a joke half the time or just reports a current trend. None of his predictions work
No man punched a woman in the face. A woman (as far as her parts are concerned) has XY chromosomes (and therefore higher than average testosterone for a lady) punched another woman in the face. That statement was incredibly ignorant.
![PASULOL รามเกียรติ์ ตอนที่ 4 นนทกพบรัก [Ramakien Ep.4: Nonthok in love]](http://i.ytimg.com/vi/tMUQgmZzf_A/mqdefault.jpg)
I really appreciate the dedication in each video you post. To be successful one has to have multiple income streams and so on, also investors should understand the crossover between asset classes & liquidity flow, joanna claire focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch
she's mostly on Telegrams, with the user name.
CLjoanna that's it...
I love watching guys talking about markets who’ve never experienced a recession as investors.
LMFAO
Last week “Is it time to be bullish?!?!??” Now it’s, “Why are markets unwinding?”
All on cooked numbers too
yup, they been off like 90% have. Ron Walker is one of the only ones out there that called this as well as the last 2 major tops way before they happened.
Just goes to show that you should do your own research.
That's called vol
Welcome to the economy
LOL! The market is still like 30% up since a year ago even with this drop and everyone is panicking
Great Buying opportunities today. Embracing pullbacks and correction is key. This is where the money is made
It’s daunting if you ask me, the market is going bonkers. What’s left of my 90000 portfolio now isn’t looking good, I am curious about ways to capitalize on the market?
Absolutely! Fortunes are made in bear markets. We aren't in a bear market, but nibbling on heavy red days has proven to be fruitful for me over 3 years of investing. My system is built to create generational wealth in all markets, especially (ironically) in red markets. I am at 2.25 mil. Don’t sell when the market is down. Having a CFA that dedicates time to research companies thoroughly and implement effective risk management strategies can be invaluable. This approach has proven effective for me!
I’m trying to get an advisor for guidance but it’s harder than you think. Anyone who is fee-based is hard to find and usually have a heavy workload. Would you be comfortable sharing a recommendation if it’s not too much trouble
Oh very well then, conducting due diligence on Lina Dineikiene should suffice. She has established a notable reputation over time, and her system is acclaimed for its outstanding quality. Good woman!
Welcome kids to the return of the Margin Clerks.2.0
You kids have never seen entire hedge fund books sold regardless of profit or loss.
Everything is sold. Any narratves you create or believe is irrelevant.
Love the show and always gravitate to the mtn man!
10:20 Haha this was great timing. After payroll today, market's already pricing in three 0.5% cuts by the FED until the end of the year. These macro predictions are jokes. FED expected the unemployment rate to end the year at 4%, and it went up to 4.3% already, and we're in AUGUST. It triggered the Sahm rule, which basically confirms recession. It might be mild or it might be severe. But it is coming this time.
BTO - you ain't seen nothing yet
Guys I just have to mention how awesome it was to see Quinn improve by miles after being grilled by the team last week about looking like a hilly billy 😂 it’s awesome to see people grow
And Ty and Felix, you guys are awesome too but I feel like quinn deserves the cake this week!
Love the show and always gravitate to the mtn man! When is Jerome's speech at their annual bonus trip to Jackson hole! I think we should require them to meet in some super small town in western Kansas!
great episode fellas.
Buy the dips guys, keep it up, we count on you
Last week "Im so bullish it hurts" this week "this is looking ugly"
Top signal. Who would have thought Trump at a Bitcoin Conference is a top? LMAO.
@@JamesMullarneyIsAFraud Humans are pack animals. Most people just try to trade with the overall market momentum. Only problem is that when a crash finally happens, people just buy the first few dips, then are trapped.
That said, I'm not sure this one will be more than a standard 10% correction, with one more last hurrah until we get the real drop in the fall. Or maybe it can go longer. Who knows 🤣
@@ykhovyou think Bitcoin below its all time high was a top? 😂
Total clown show. Atleast they can acknowledge how off they have been but nope….
Physically cant believe someone would still say were not in recession. Thats insanity. We are in quad 4, slowing growth and deflation.
FeJau is the man - whatever he recommends and writes (for free) I'll look at
For anyone interested in crypto and macro, I don't think there's anyone better at explaining to non TradFi ers (and non CPAs).
Hes been wrong all year hes an idiot
What happened? GRAVITY!
Looks like the wedding really screwed you guys over on this one 😂. Should have waited to record on Saturday while he's hungover so we could get a visual that pairs with the day in markets today...
I don't take market advice from someone so young they never had any real world experience in 2000 or 2008.
Exactly. They were in diapers in 2008. I was on a Wall St trade floor as IT.
@@JamesMullarneyIsAFraud But you guys do take the time to rip em in the comments? 🤔
@@bcthegr8 sure do.
imagine the value add of this show if these guys had even a whif of the 20% btc sell off
Fejau is a disgrace and full of arrogance on twitter as if he knows it all. He needs to wind it down several notch and be humble.
Not a single one of these ever raised the risk of the widow maker trade. Idiots
Glad Tyler is back he made the early shows
If you look at monthly candlestick charts on major indicies .. it's no surprise that mean reversion is underway given the air between sma20 and price... Not a good way to know exactly when you'll get burned... but easy to know your playing with fire.
Macro is great for entertainment... but it seems to bring too many crosswinds to drive action IMO
It doesn't feel right seeing this on a friday lol
You need to be told why the markets are selling off, it's 75% overvalued
Gold standing strong like a rock (boomer pet rock? 😂) while BTC down 10% on the day.
“Markets have a Sept rate cut built in.”
Also,
“Markets are dropping because the Fed didn’t cut rates in July.”
VIX up 50% today, up 100% for the month. Did volcontrollers lose control? I think its forced selling due to USD/JPY going to 146.
Think its possible we get hell breaking lose. Markets down 30% before the sept meeting n then they go big instead of 25 bps.
Or emergency meeting butbthey wont say its bc of stock market crash. Blame it on an external event or a failure of some 2big2fail institutional player.
Did this comment fail 2 post?
Miss Mike...
@@samw6713 Me too.
This aged well. Quelle Surprise.
Deja Vu 2023. 50% QQQ rally Aug to December. Nasdaq @33k by December. we even had the same 10% pullback in NSDQ as last year.
@@lawLess-fs1qx Forward earnings are decreasing this time and we're starting to see sales misses from the weaker companies. That means you could be right that we get a relief rally, but after that come October it's probably time for a big dumpy-doo...
Thanks Guys
Sell all first and think later. 😢😢😢
Well now that NFP came in bad Friday and the market puked I’d say 90% the fed is cutting in September.
I’ll be looking forward to next weeks show to see what the boys think going forward
Also, I like you guys, but it really just isn't the same without Mike. He can give some push back sometimes when you guys do the friend hug fest. At the very least, it might benefit you guys to send each other lists of bullet points and for each one of you to look for counter indicators in order to play devils advocate. I do think you guys have gotten better at this. Especially now that you're mentioning what's happening in Japan finally. But it might help to make the conversations more robust. And remember, it's ok for friends to disagree on stuff sometimes. It's not personal, it's to help flesh out ideas and make sure we're all getting more information by testing all the different theses we have.
Alexander Dugin mention wtf.. bro is lost in the Putin sauce
I think governments need to borrow more yoy, qoq, month over month. And there won't be enough demand to buy them up to keep the rate steady or lower. They will panic and ramp up their bond buying program to keep the rate down. IMHO.
These guys have been bull pumping for months a crypto kept crashing for months. Total clown show. Not an ounce of acknowledgement of how wrong they have been for 5 months the now….and then they wonder why folks make fun of their takes. Wen accountability
Why does bro call DJT by last name but KH by her first ?
Lol
Lol, you guys are unbelievable. Felix is new to macroeconomics and has neither managed a portfolio nor worked at a hedge fund. Most of you are merely macro enthusiasts without any real-world experience or exposure to trading during a recession.
For months, you’ve been optimistically proclaiming from the rooftops that rate cuts were imminent and would lead to significant market gains.
Now, reality has set in, and you're beginning to recognize the signs of weakness that have been present for several months.
lol to this american commenting that france and Montreal are the same.. classic
What exactly is Tyler adding to these discussions? He seems to be trying to crack a joke half the time or just reports a current trend. None of his predictions work
He's a great macro guy...willing to think outside the box...
not gonna lie, these weekly vids have become a waste.
No man punched a woman in the face. A woman (as far as her parts are concerned) has XY chromosomes (and therefore higher than average testosterone for a lady) punched another woman in the face. That statement was incredibly ignorant.
Should have waited until Friday to do the "weekly roundup".
It renders everything stated in this video,.. moot to say the least.