Daily Recap - Semiconductors, Mag 7, and Crypto
Updated
Here's some thoughts on today's action and some updates on some of my recent bearish ideas. So far it's a negative reaction for GOOGL and TSLA after earnings, so it looks like QQQ will be gapping down, but there's a long way to go until open.
Still having some audio issues with my mic making crackling and popping sounds. Trying to figure it out, but I think I mitigated it enough to make this video presentable.
Still having some audio issues with my mic making crackling and popping sounds. Trying to figure it out, but I think I mitigated it enough to make this video presentable.
Note
For those asking, the direct link to the short thesis presentation is here:advancedplays.com/short-thesis.pdf
The original TV idea:
Update:
The Japanese Yen and US treasury yields were a big part of my thesis, but after the recent change of rate cut expectations I think the Yen will be less likely to collapse. However, if we have a serious global recession similar to 2008, I think it's still vulnerable due to the extreme inflation and debt the Japanese economy is dealing with.
There are many potential catalysts and I don't claim to know what it's going to be or when. I only claim that this is near the end and within 3-6 months the market will look entirely different.
AP Academy Beta Registration Open:
ko-fi.com/advancedplays/tiers
Short Thesis:
advancedplays.com/short-thesis.pdf
Disclaimer:
The ideas I post do not always represent my positions and they are intended for educational purposes.
ko-fi.com/advancedplays/tiers
Short Thesis:
advancedplays.com/short-thesis.pdf
Disclaimer:
The ideas I post do not always represent my positions and they are intended for educational purposes.
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Disclaimer
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