The_Cheeb's profile picture. Clowns to the left of me, jokers to the right.....

The_Cheeb

@The_Cheeb

Clowns to the left of me, jokers to the right.....

Sabitlenmiş

"Almost everything is more complicated and nuanced than what someone's simple explanation is trying to lead you to believe."


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Once again... we learn that that there is no signal in administrations rambling about upcoming data.


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China just handed itself a strategic own goal. Beijing tried to pressure Japan by weaponizing rare earths. Export controls. Threats. Political pressure. Instead of weakening Sanae Takaichi, it turbo-charged her support. Every squeeze made her message stronger: • China is a…

jackprandelli's tweet image. China just handed itself a strategic own goal.

Beijing tried to pressure Japan by weaponizing rare earths. Export controls. Threats. Political pressure.
Instead of weakening Sanae Takaichi, it turbo-charged her support.

Every squeeze made her message stronger:
• China is a…

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DSMMA Morning Brief (Please Like and RT if you find useful) Date: 2/5/2026 -------------------------------- EXECUTIVE SNAPSHOT Markets are experiencing violent dispersion beneath a still-constructive structural backdrop. Equities remain Bull on a 5-day basis, but leadership…

NikLentz's tweet image. DSMMA Morning Brief  
(Please Like and RT if you find useful)
Date: 2/5/2026

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EXECUTIVE SNAPSHOT

Markets are experiencing violent dispersion beneath a still-constructive structural backdrop. Equities remain Bull on a 5-day basis, but leadership…

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The Fed is background noise right now while markets respond to reality. The real signal is in metals, volatility, and what money is abandoning for scarcity. 🧵 Summary of our latest Weekly Roundup @Tyler_Neville_ @qthomp @fejau_inc

ForwardGuidance's tweet image. The Fed is background noise right now while markets respond to reality.

The real signal is in metals, volatility, and what money is abandoning for scarcity.

🧵 Summary of our latest Weekly Roundup @Tyler_Neville_ @qthomp @fejau_inc

I make my own cereal with oats seeds and no sugar added dried fruit

What kind of adult eats cereal?



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DSMMA Morning Brief (Please like, RT and Comment if you find useful. TY!) Date: 1/21/2026 -------------------------------- EXECUTIVE SNAPSHOT Risk remains constructive on a medium-term horizon, but near-term conditions continue to deteriorate beneath the surface as rates…

NikLentz's tweet image. DSMMA Morning Brief 
(Please like, RT and Comment if you find useful. TY!) 
Date: 1/21/2026

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EXECUTIVE SNAPSHOT

Risk remains constructive on a medium-term horizon, but near-term conditions continue to deteriorate beneath the surface as rates…
NikLentz's tweet image. DSMMA Morning Brief 
(Please like, RT and Comment if you find useful. TY!) 
Date: 1/21/2026

--------------------------------

EXECUTIVE SNAPSHOT

Risk remains constructive on a medium-term horizon, but near-term conditions continue to deteriorate beneath the surface as rates…

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Top 5 favorite put selling ideas for Feb expiry... 1. $BE ($110) 2. $NBIS ($85) 3. $KTOS ($105) 4. $AEHR ($22.5) 5. $HUT ($48) Honorable mentions $APLD ($27) $AMPX ($9).


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Great article altogether by @KevinLMak on how he arrives at an $ABVX bull thesis as a generalist. You should read the whole thing, but the lines below are far too good not to share: 👉"The result is an unusual dynamic. You get the benefit of shared understanding without the…


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DSMMA Morning Brief Date: 1/12/2026 (Please Like, RT and Comment if you find useful) -------------------------------- EXECUTIVE SNAPSHOT On Friday, the U.S. Department of Justice launched a criminal investigation into the Federal Reserve. Yesterday, Jerome Powell released a…

NikLentz's tweet image. DSMMA Morning Brief 
Date: 1/12/2026
(Please Like, RT and Comment if you find useful)

--------------------------------

EXECUTIVE SNAPSHOT

On Friday, the U.S. Department of Justice launched a criminal investigation into the Federal Reserve. Yesterday, Jerome Powell released a…

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C-MAPE and EQUITY INDICES Short-term breadth across SPX stocks slipped yesterday, with the percentage of names above the 20 EMA falling to 56%. Weakness showed up again in XLU (Utilities), XLE (Energy), and XLP (Staples), while XLV (Healthcare) and XLB (Materials) continued to…

NikLentz's tweet image. C-MAPE and EQUITY INDICES

Short-term breadth across SPX stocks slipped yesterday, with the percentage of names above the 20 EMA falling to 56%. Weakness showed up again in XLU (Utilities), XLE (Energy), and XLP (Staples), while XLV (Healthcare) and XLB (Materials) continued to…

One of the good people.

With just over a week to go, $AG is the "laggard" at +63%. $COHR next at +66%. Others are at/near 100% gain. That's 20+ consecutive CSPs shared here without a single assignment & only 1 was closed < 100% gain. My work here on X this 2nd time around nearly complete. 💪



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DSMMA Morning Brief - (Please Like, RT and Comment if you find helpful. Thank you!) Date: 1/5/2026 -------------------------------- EXECUTIVE SNAPSHOT Risk conditions remain constructive but increasingly rotational. Equities are still Bull on a short-term regime, though…

NikLentz's tweet image. DSMMA Morning Brief - (Please Like, RT and Comment if you find helpful. Thank you!)
Date: 1/5/2026

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EXECUTIVE SNAPSHOT

Risk conditions remain constructive but increasingly rotational. Equities are still Bull on a short-term regime, though…

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if everyone thinks eveyone sees the one more leg down it’s probably not priced in

If everyone sees the "one more leg down," it's probably already priced in. Real pain is if we rip higher while people sit in max caution.



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#TEXANS OWNER CAL MCNAIR WITH ONE OF THE FUNNIEST TIKTOKS OF ALL TIME AFTER CJ STROUD IGNORED HIM. 🤣🤣🤣 CRYING OF LAUGHTER WATCHING THIS. HE DID THIS ALL DAY LONG. x.com/pahrduve/statu…


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Maybe. Very linear tho. In order to get rates to 2% he needs to shoot inflation in the head once and for all. You don’t do that by being too accommodative. Doesn’t mean you need to hike…🧵

Bu gönderi artık mevcut değil.

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Market Insights with The Carny – December 1, 2025 (Please like, RT and comment if useful, thank you!) Overnight there was some selling in the stock indices, but after last week’s ramp it is not meaningful and we remain well above the levels needed to sustain bullish momentum.…

NikLentz's tweet image. Market Insights with The Carny – December 1, 2025

(Please like, RT and comment if useful, thank you!)

Overnight there was some selling in the stock indices, but after last week’s ramp it is not meaningful and we remain well above the levels needed to sustain bullish momentum.…

Happy BirdDay everybody.


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