Ex Spot FX trader / Pit Trader/ Macro Hedgefund Trader . Now punting whatever I want when I want ...and surfing a lot . All my calls are investment advice ๐
This is your Captain speaking . Set your watches for 2024 . I apologise we havenโt landed at Destination Fcked yet . We are still circling - waiting for the dead bodies to be taken off the tarmac. We are however running out of fuel . Call your loved ones ๐
Fun fact - Australia letting in 1 million immigrants in last year is not unique . Whole western world letting immigrants in like itโs wild fire .
Something evil is happening here . If you think it isnโt - you are thick as house bricks . The fcking end ๐
This post - going viral in Australia ๐ฆ๐บ
Poor bloke doesnโt understand it was his Central Bank the RBA that fcked him . Zero rates for years - yield capping - printing coin - and we still have fcking negative real rates !!!!!!
Biggest wealth transfer in history .
Carry on ๐
Illegal pack of Marlboro 20s now reduced to $9 bux @ my local tobacconist . Howโs the insanity ciggie tax collecting go for the govt ????
Fck the people - they fight back . And ciggie smugglers making a fortune.
Idiot govt .
GF been diagnosed with cancer - starts chemo in a few weeks . Devastated beyond words . Not a sympathy seeking tweet . If you are currently smelling roses - enjoy it - the fragility of life canโt be taken for granted . I wonโt be responding . Tears .
Immigration explosion has our society degenerating and regressing fast . Will end in violence. Our RBA folllows the Fed and killed the middle class in favour of the elites . And our PM is at a Taylor Swift concert . I feel fcking sick .
Everyone enjoy the orchestrated theatre ? Iran was allowed to send a useless drone attack to save face for the embassy attack . No damage done - no lives lost . There will be no retaliation. WW3 nut jobs will have to wait .Pure theatre . Beautiful day out there - enjoy it ๐ค
Am fcking over it - if there is a billionaire that wants to sponsor me to set up a new political party and take back Australia . I am your fcking man . Good looking - have presence - have blue chip education and CV . Understand the issues . Will RAGE HARD . Dm me .
Look - I studied as an Economist . Did an Honours Degree at Syd Uni . Distinction Average . I understand monetary policy . What the Fck the CBโs have been doing is not called monetary policy . Itโs called grand theft . Biggest transfer in wealth and fcking society we have seen.
As a kid - I used to play cricket on the street . We used garbage bins as the wickets . We all did it . We all rode the same BMXโs . Our parents went to work . We didnโt really know what they did . There was no stress . It was just pure . Face forward to this shit show . Fck .
I resigned from City Index - they are a great group - they didnโt deserve that I did it . Have personal issues - have to deal with - life - joy . Wonโt be posting here either anymore . Later. Wish all you cats ๐ฑ the best .
Post Aussie CPI -looks like
@TheKouk
losing his first bottle of Grange . Screen shot of a bet we made Sept 6th . Kouk bet the RBA was done raising . He gave me till end of March 2024 . Looks like I should collect next Tues Melb Cup day . Giddy up ๐ค
Welcome to BOJ week. With the BOJ losing control of the bond market - itโs highly likely they will be forced to scrap YCC . This meeting ? Fun fact - there has never been an orderly exit of yield caps. Lots of carry to unwind - hidden leverage - cross asset spill over . Enjoy ๐
Think I mite look into moving to NZ . One of the last bastions on earth where a CB is run by men . Raise in 50bps clips to 5.25% for inflation marginally above Oz . We have school girls running the RBA . Wanna pause and play with their dolls .
Got a letter from my sonโs school today . After careful consideration - inflation and teachers salaries - blah blah - school fees for my boys will go up 9% next year . Just lost 5k and 2024 hasnโt started yet ๐๐
Walking up to the 2024 Dance Floor !
Didnโt take the super model home this year . No conviction lost - a better Kitty ๐ฑ Kat waiting . Trading as a Lone Wolf gets lonely - Thanks ๐ for making the quiet nites fun . Happy New Year guys - all the best 2024 - big kiss ๐
Am I the only sane fcker in the room ???? Why do you need rate cuts ? WHEN THERE IS SO MUCH LIQUIDITY WASHING AROUND ???????
RECORD HIGHS IN RISK DOESNT FCKING EQUATE TO RESTRICTIVE POLICY .
FCK ME !!!
If I was in charge of shit :
Immigration reset to net zero .
Any immigrant fcks up - deported .
RBA independence gone . The money transfer to elites ends .
Restart the coal mines in a huge way .
Any cat ๐ฑ has a problem with Australia ๐ฆ๐บ Day - loses their passport .
We are a few hours away from Xmas Eve in Oz . I just wanted to thank you cats ๐ฑ for all the laughs . Trading as a lone wolf is a lonely game - but Fck me - you have made me laugh - every single day ! Sending lots of love โค๏ธ
Merry Xmas ! Dance ๐
Inflation has never been beaten historically without pain . Yet we are going to do that with record high equities - record high house prices - record rents and record high cost of living . And the kicker is we are GOING TO CUT RATES .Brainless fcking tools .
ANZ boys have come out with a 25bps hike call for RBA next Tues . Good to see an adult still in the room . Cash rate of 3.6% for ants ๐ wonโt fix 6.8% inflation . The easy bit was dropping from 8.4% . Good luck with the next leg lower to 2-3% .
Neighbours new Lambo arrived today to match the Merc G-Wagon . The cat ๐ฑ has been long Pet Rocks or selling drugs again . Just another day in Sydney ๐
So - my ex wife just sent me the monthly bill . It always goes up - and I get it - life is expensive . But the new bill - Fck me . 200 bux an hour for maths tutor . She taking the piss ? Does anyone pay this ? Serious question . I am looking at the bar fridge at 10am .
So tired of listening to the cost of living crisis and inflation woes every fcking day . Itโs an overnight fix . Just take liquidity out of the show and make the price of money expensive . I was RBA governor - emergency meeting and would raise rates to 10% . Everything fixed ๐
Australia ๐ฆ๐บ has surpassed the biggest property bubble in history - the Japanese shit show 1990 . We have insane bigger debt than those cats ๐ฑ did . We still have negative real rates . You want to think about cutting rates . You are an imbecile of the highest order . End ๐
So I loved this girl - she got cancer for the second time . Said Greg I canโt do this anymore - need to focus on my health and kids . I resigned from work the next day . Never been the same since .
Just got a phone call from Manly Police . Caught my sons trying to sneak into the game climbing some fence . Asked me to come collect them ๐๐๐
#NRLManlyPanthers
I would put her in jail for fcking Aussie kids life up . They canโt get a place in Uni or rent or buy a house . The teachers live in fcking tents . But yep letโs bring more Chinese Elite Princelings mega cash and Fck it more . FCKING DISGRACE .
So some news .I am too young to retire - left to my own devices it would probably end in tears. So have joined forces with
@CityIndexAus
as new Market Analyst APAC region. DM me if you join as a pro client and will get City boys to pay for models and bottles ๐
This is your Captain speaking - We are on final approach to Destination Fcked - set your watches for the new time zone - 2023 . Donโt worry about putting seat belts on or putting tray tables up or taking your seats . None of that will matter for the crash landing . Kiss ๐
There is an old saying - about not cornering a wild animal . There are no off ramps for Putin .The danger level now is exponentially higher. No winners . Putin himself warned for this . Remember the blink speech ? Sadly he is prepared for this outcome - I donโt think the West is.
If you not selling SPX up here - you really donโt like money. The next big directional move will be thru the death โ ๏ธ pivot 4200 . Once tripped - ring your mum and tell her you love her .
This is investment advice - sue me if wrong ๐
Over one week now havenโt had a possie - havenโt even checked in what you cats ๐ฑ are up to. Havenโt done that for maybe over 10yrs . Not sure being a normal human suits me though . So sometime next week - I will walk back up to the dance floor. Have an awesome Easter break ๐
The attention on a CPI print that will have zero consequence on Fed policy is fcking mind boggling. At least the bond market boys seem to understand this .
Just noticed I have 5k followers. Itโs insignificant . I donโt do this for adding followers . Trading is a lonely game . I tweet to entertain myself. But your engagement - has made me laugh - every single fcking day !!! Much love โค๏ธ for you cats ๐ฑ.
Aussie retail sales - huge beat . 2nd largest print all year . If you still think the RBA wonโt be hiking next week - you still believe in tooth fairyโs.
While the Kings ๐ of Sydney fought over a car number plate auction and the winner paid $11.5M - 100 peasants in Sydney lined up to try and pay 1k a week rent for a shit hole above a pub . One day cats ๐ฑ will wake up and realise CB policy drove all of this .
Welcome to RBA day - where the cats ๐ฑ have no choice but to hike .
@TheKouk
will owe me a bottle of Grange at 2.30pm ๐ค
Narrator - If Aussies can gamble $220M on Melb Cup today - they can handle a small touch up on rates .
Why should a kid leave Uni - and have a massive Hecs debt - annexed to inflation - and canโt afford to have a roof over his head ??? Are you fcking serious - this is the society we live in . I was head of RBA - you would have rates at 10% tomorrow and fix all this shit quick .
I have been consistent in saying the RBA never finished the job on inflation with a cash rate for ants ๐. Requires some pain to fix this mess .Mickey Mouse knows this .
Letโs all pile into Magic Coin - 47k !
Nobody uses it for anything - nobody knows who made the fcking thing . But hey we have ETFโs coming . Can script this stupidity .
I have a new immigration policy .
For every immigrant that comes in now we deport a Labor voter to the country the immigrant came from .
One for one baby ๐
Before you all run to open your Xmas presents - gentle reminder - exactly one 1yr ago Core CPI was @ 6.2% . We just printed 5.5% . So in one whole year we havenโt moved the dial down even 1% . Some people would call that sticky . 2% target ๐ Fed ainโt leaving the dance floor.
I would jail any Central Banker who is even thinking of lowering rates or engaging in QE again . Maybe even put them infront of a firing squad . The answer is taking the FCKING PAIN . Society will never heal unless we do this . Never.
Am born and bred Aussie . I will die on this hill . I love my country . But I do have 100% Russian blood flowing through my veins . I have always known itโs not evil blood . Maybe we mite learn Russians arenโt monsters . Respect
@TuckerCarlson
๐
Sometimes life hits you like a brick . I never told my last employer - I havenโt told you . I wonโt . Life is fcking hard . I have drunk myself stupid for a year . But today I said - itโs time .
Luceat Lux Vestra
Equities ripping record highs - risk on fire ๐ฅ- financial conditions dropping like gravity never intended - and you cats ๐ฑ want rate cuts ?????
Am I the only sane fcker left in the room ????? Lucky I am not a central banker . This is all fcking wrong .
So in other news - I am so fcking bored I am going work again . I have agreed to terms . Get to hire my own team . What happens next will be fcking dangerous .
And so it begins - Valentines Day Lunch at Manta on Sydneyโs 1st rainy day in a million years . The kitty ๐ฑ kat doesnโt know we are doing lunch instead of dinner - b/c I want to trade CPI later tonite . Letโs leave that amongst us ๐
Cat ๐ฑ on triple J on rental crisis - just said - I am 23 and so stressed I look 33 . I am not good with this . Itโs morally wrong whatโs happening . If you think we donโt need a fcking reset and RBA with negative fcking real rates is cool - you are part of the problem .
Besides being long Aussie I am long silver .
Disclosure - I have been worked recently . Confidence levels low . Need mojo back . But honesty is paramount. Without it we are nothing .
Letโs dance ๐
I was just going thru my draws looking for something and stumbled across 2 Aussie $1 notes !! Taken out of circulation 1984 . I used to ride my BMX to the corner shop with one of these and get a bag of lollies for 50cents and have 50cents change . I felt a million bux ๐ค
Had a good laugh reading todays rag with this headline . The cats ๐ฑ are going get a big surprise when the RBA raises again . Even worse case scenario is they get their cut . Means we finally broke stuff . Oops honey - we FOMOโed into rivers of blood ๐ฉธ
This is a photo of my dad in Iran . He used to sell them mining gear back in the day . Pay for my brothers and my school fees . So much love โค๏ธ for dad !
I have shorted the Aussie on the RBA green light . If Powell brings some pain to risk tonight - Aussie will be in a world of hurt . Peso status incoming . Australians will never be able to travel ever again . Thanks RBA .
We have kicked the can down the road since GFC - killed the business cycle - saved the billionaires - killed the middle class . Absolute disgrace . Make me head of a CB - I would bring so much pain quick and we would all wake up in a better world .
@adamseconomics
Sensational scene - people voting with their actions . Last time I checked we lived in a democracy and itโs we the people that make the decisions .
The rates market has repriced the Fed terminal rate higher by 70bps in the past month - lets call that a meaningful move. The equity boys havent even begun repricing this. Going to be fun watching them go for the exits . Happy Short .
Look - I am not a Middle Eastern expert . But asking for a friend - what will the kid in Palestine do when he grows up after seeing his brother and father killed ? Living in a hell hole refugee camp with zero prospects . War recycles more war .
Real talk - I had a killer week trading - whatever - kitty ๐ฑ kat started chemo this week . I am fcking losing . She doesnโt want me to go thru this with her . Tears . We all have a story . Everyone one of us . If you donโt think you do - itโs coming .
Well itโs been a good day . Met up with
@John_Hempton
and we went for a body surf at Palm beach - and I won the ASX bet with
@TheKouk
. Late surge of 1k point rally came up just short for him ๐ค
For good order sake
@TheKouk
and I have just agreed to a bet . Bottle of Grange . ASX doesnโt trade over 7700 this year . Doesnโt I win . Trades over he drinks . We dance ๐
Aussie employment data thru the fcking roof good . Pencil in the July rate hike . Thatโs happening . Deservedly so . Aussie 3yr bond yields clip 4% - yeh baby ! Save the Ponzi Clowns Club ๐คก - no tears for you .
Watch the unemployment rate for tonightโs NFP go up over 4% - so the US govt can lock in a Sept rate cut before the election . I will jump off the Harbour Bridge naked if the print isnโt over 4% . Bank on it !
Well done Australia - while the majority of the population is on TikTok losing their shit about inflation - you doctored the CPI numbers so you donโt have to hike - and you got ASX to a new RECORD HIGH !
@JEChalmers
@AustralianLabor
@AlboMP
@SenKatyG
Aussies see thru this rubbish sales pitch for votes now. Will you resign if you donโt meet your CPI target this year ??? Of course you wonโt . You guys are the worst govt Australia has potentially ever seen in history . You are that bad .
4.35% is a rate for fcking ants ๐
I was RBA Governor - would fix Australiaโs problems in seconds . You would take pain - but would buy me a beer later . Such a disgrace .
Bulls bought a million rate cuts - they arenโt getting them . Bulls bought lower crude . They arenโt getting that .
Bulls bought AI like their life depended on it . Who the Fck uses ChatGPT ??? Bulls ignore geopolitical risks . Bulls ignore a bankrupt US govt . Pain time ๐
A data print o/n didnโt get the attention it deserves . US house prices down a whopping - 18% over the year . Biggest decline since 1965 . US consumer savings all gone - and credit card debt at record highs (trillion bux). Keep buying risk - everything should be fine ๐ค
I am sick of hearing about:
- Fed Pivots
- what
@elonmusk
had for breakfast
- US Politics
- who is visiting Zalenskyy next
- woke shit
- climate change activists at museums
I like:
beach - kitty ๐ฑ kats - beer .
End ๐
I was working in HK during the GFC .I remember US brokers trying to sell me packages of 5 houses for only $150K USD .I was too bizzy selling anything that moved to care .Point is - donโt get disillusioned about current prices . When shit breaks and it will - fire ๐ฅ fcking sale.
Look I am going to be ok - I just have fcking morales and donโt want to live in a fcking real life Mad Max Movie . When govt and CB policy has been skewed to enrich elite cats ๐ฑ at the expense of the masses - I rage .
THE FCKING END ๐
If you have been riding risk long this year - send a Xmas card to the BOJ - they have had your back . Fck though when these cats ๐ฑ blow up - it will be spectacular. Merry Xmas gang . Thanks for all the laughs . Big love โค๏ธ and kisses ๐