Good job
@JOHN ARNOLD , you might be nostr's new quant. The message may not be popular but I think you're right.
- cycles were a psyop (particularly the last one), liquidity cycles more important
- funds are playing volatility capture games (duh), better get used to it.
- quantum fud may be overblown and recent pods have partners reaching out to the guys
- let's see if the recent btc dump is signalling things for stocks in the next couple months
- we don't know if the bull market is back
- fed restarting "qe not qe" is long term bullish
- reserves in the banking system are somewhat tighter than their target
- john doesn't believe we see a big christmas rally
- john has not seen as fundamentally a bullish setup as he is seeing right now (maybe still get a dump before that)
@ODELL doesn't agree with all the takes which made it fun
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