EE's /ES · /ES · swings · crypto Trading the melt-up. Named plays + plans on Substack
Ann Arbor, MI
Joined January 2021
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A look behind the curtain prepping for today's move. How I manage high time frame/low time frame. Manage most recent port trades in $RIOT $MARA $BTC $AMD etc and why I think cyclical traders have it all wrong 🧐
I know there isn’t much of an appetite for long form rambling but there is gold in these hills.
Looking for this sort of move on /ES. Invalidated if we lose 7350s $spy
Once we get up there it’s hedge time on long term port to raise a little powder for dip buys
If you want to take this $nflx long likely a bottom tick next week early November as it wicks below 60$
Enter this $spcx long early next week at 134$ to get a chance to take the same play without any drawdown. For the record I’m sure it’s going to play out but there’s better entries.
Target around 200$
I think outside links still get throttled but I wrote an article below this tweet that will help add precision in timing a $MARA long which I'm very bulled up on
Making Money In Index Chop: How I Learned To Stop Worrying And Love The Rotation
I wrote an article for $MARA bros (like me). It will give you a setup, a chart based rationalization and you might learn something you can generally apply for any of the other tickers you may plan on playing.
There no paywall or signup.
efficientenzyme.substack.com…
When you realize a $Mara chart is an old shell company stitched to a bitcoin company and the $riot chart is an old biochem company made into a bitcoin company yet all the technicals still work as targets across the entirety of these fused Frankenstein charts it’s hard to unsee how fake narratives are to justify these moves
I started recently adding more $MARA and will enter calls soon (not yet) what you’ll notice quoted here is Mara has been silent until the day the Mara/dxy ratio ticked the low
When you begin to understand it’s all a scam it become less emotional. None of the quoted news in this post means anything though it’ll be used to justify something later that was going to happen anyways.
Big 1-2 wave loading in a week or so
This is a high time frame take on the stock market. Not a commentary on what happens in the next week or month or the next thousand points up/down on the index.
American hegemony is close to over. We’re going to trade the carcass via a melt up as they push asset prices higher relative to a weakening USD.
Americans are doing poorly taken as a whole. All the countries American exceptionalism believers look down on have better metrics. Notably the only place we lead is internet though also interesting despite tik tok being a Chinese company they won’t allow the same slop they push to our kids.
Our country was looted similar to a private equity buyout where they buy the asset drain the pensions and sell the rest off for parts. The top has gotten filthy rich where their capital investments generates more than your entire lineage will ever see and it requires zero production.
Our social contract is the 401k. We don’t produce good students, own much modern infrastructure and we are generally less happy BUT the social contract is the line goes up and to the right. This is the American hegemony and we greatly benefit from the world’s contracts being settled in USD.
Make no mistake when the dollar finally does capitulate, and it will, there will be a rush to the door to buy cheap money and close those contracts and when that is done the US loses its last advantage. We don’t produce anything of value, our tech advantage disappears the moment china takes Taiwan and we have a hardon for authoritarians so I’m sure the pushback will be minimal.
This is the worst time to sell your assets. It’s the only safe haven for money becoming increasingly useless. Since everything unwinds when the usd does squeeze all the leverage in the system will be flushed out and we’ll go into a long sustained depression where the leader for the next 100 years will be decided, but not yet.
