Lu-Ke

Lu-Ke

Disney need to pivot quickly to survive this market downturn

Lu-Ke

BTC, normalised for M2 growth, is now trading at the 2019 $12k peak, not the 2017 $20k peak. M2 over this period has grown 47%... *FOURTY-SEVEN-FFFFING-PERCENT* BTC is grossly oversold

Lu-Ke

Some basic fundamentals for DIS - market cap, tangible book value, revenue growth, EBITA etc

Lu-Ke

Defensive / consumer staples no longer "safe" from Mr. Market: In order: SPY VDC IYK FSTA FTXG

Lu-Ke

A place to view T-Yields, Fed Funds, and Money Supply against TLT and the SP500 .

Lu-Ke

A place to view T-Yields, Fed Funds, and Money Supply against TLT and the SP500.

Lu-Ke

The fundamentals that move markets dashboard Here you find the: SPY , VIX , DXY , Crude oil , Commodities , Fed-Funds, 2YR-T, 10YR-T, the Fed's balance sheet, and the M2 money supply.

Lu-Ke

The fundamentals that move markets dashboard Here you find the: SPY, VIX, DXY, Crude oil, Commodities, Fed-Funds, 2YR-T, 10YR-T, and the Fed's balance sheet.

Lu-Ke

Long term, equities are more closely correlated with the Fed's balance sheet than they are with T-Yields, Fed Funds, or Commodities .

Lu-Ke

Long term, equities are more closely correlated with the Fed's balance sheet than they are with T-Yields, Fed Funds, or Commodities.

Lu-Ke

Mr. Market now prices $MARA at LESS than bankruptcy value - despite radical and exponential revenue growth.

Lu-Ke

Volatility, though high, appears to be wedging sideways, while the vol on vol (VVIX) has fallen. This typically indicates a falling VIX. Bitcoin has a high correlation to the VIX (volatility of SP500) - see the 4 year history.