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“the policy is just we're going to fiscally grow our way out of this and negative real rates are going to be here for good.”
@Forward Guidance · Tyler Neville
Negative real rates are here for good as the US fiscally grows its way out of debt, supporting risk assets long term
11:32SHORT
“these guys have bought $15 billion of Bitcoin and ETH this year, and both assets are down massively year to date … it's just not the right market environment…”
@Forward Guidance · Quinn Thompson
Crypto is in a bear market; wrong macro regime plus treasury-company financial engineering leaves Bitcoin lagging
BTCSHORT@ $73,292.00
$62,926.50+14.14%
since call May 29
peak +15.4%
19:38SHORT
“incomes are actually negative for the first time since 2022 … it's during times of either growth shocks or outright recessions like '08.”
@Forward Guidance · Felix Jauvin
US consumer buffers are exhausting, with incomes negative for first time since 2022, pointing to stagflation
XRTSHORT@ $86.59
$88.47-2.17%
since call May 29
21:24SHORT
“Trump's gonna cut a deal that will probably end up being worse than Obama's … we're 4 months away from the midterms.”
@Forward Guidance · Quinn Thompson
Trump must cut an Iran deal before midterms, ending the oil shock as SPR and inventory buffers run dry
WTISHORT@ $86.10
$87.73-1.89%
since call May 29
peak +11.5%
“You know there's going to be hype going into it.”
@Forward Guidance · Quinn Thompson
SpaceX IPO hype builds into the listing; patient entry on dips beats chasing the breakout wick
SPCXLONG@ $190.46
$109.90-42.30%
since call May 29
48:49LONG
“I just think there's going to be a massive sectoral rotation … a deleveraging of other frothy sectors and a short squeeze”
@Forward Guidance · Tyler Neville
Massive sectoral rotation ahead; frothy sectors deleverage while beaten-down ones short-squeeze
SP500LONG@ $7,693.76
$7,369.91-4.21%
since call May 29
TIMESTAMPS
4:25
11:32
19:38
21:24
47:12
48:49