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AL

@scctrader.bsky.social

Macro trading of global markets. Former investment banker, hedge fund CIO. The ideas are mine, form your own.

341 Followers  |  865 Following  |  181 Posts  |  Joined: 11.11.2024
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Posts by AL (@scctrader.bsky.social)

Why are they briefing her? She needs history lessons not current affairs

02.03.2026 01:27 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Where is Kash?

25.02.2026 02:32 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Is Kash still with the men’s hockey team in the audience of the SOTU address?

25.02.2026 02:31 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Trump secured $18 trillion of investments but the USD is falling. Things that make you go hmmmm

25.02.2026 02:27 β€” πŸ‘ 0    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

How far back will the return of tariffs that were illegally imposed by Trump be returned? Consumer? Us retailer? Foreign exporters? Or just DJT bank account

20.02.2026 23:36 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Last week Saylor said even if bitcoin fell to $8,000 he would be able to rollover their debt until the market rebounds. This article below is closer to how markets actually trade and will be a warning signal to risk managers and traders alike.

12.02.2026 07:16 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

She bought 35,000 shares while 68 mio TSLA shares traded and an ARKK fund valuation of $6.97 bio. This is less than rebalancing. This is less than a dividend payout. This is irrelevant

05.02.2026 12:56 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Proudly Canadian

23.01.2026 01:36 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

As we get closer to midterms the titans of American industry will have a difficult choice. Do they diversify and donate to Democrats as much as they have done to support Republicans or do they wager that Trump will prevail? Some actions may be difficult to repeal but regulations and taxes are not.

20.01.2026 22:18 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

The Nobel Committee has rejected Venezuela opposition leader Maria Corina Machado's idiotic attempt to share the Nobel Peace Prize with the orange felon.

Good, they need to strip it away from her now she disgracefully tried to trade it to a tyrant for political power.

12.01.2026 03:48 β€” πŸ‘ 5904    πŸ” 1145    πŸ’¬ 271    πŸ“Œ 67

For Australia, the new world order will have China as the dominant player in the sphere. Australia should not expect assistance from the USA and needs to pivot back to Europe as allies. This doesn’t sound like a palatable message, hence my expectation that Yarvin won’t discuss it.

06.01.2026 22:59 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

It is unlikely. Yarvin wants the Americas to be created into the company with Trump et al as their CEO. They are currently accumulating the resources under their control. Their message to Europe is that they will be pulling back their support to conflicts there as it is not their sphere of influence

06.01.2026 22:57 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

If you want to know what the US is doing in Venezuela then read Yarvin and the previous blueprint by Davis. The only change to the post below is that this administration has become emboldened and is reaching further into South America to control resources. This is the technate state being formed.

05.01.2026 06:07 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

It matches the plan for technocracy that Elon et al want. The grab for Greenland and Canada were moves to the north. South America has Ven for oil and Bra for rare earth. Interesting that he initially appeared to only want to go as far south as Panama Canal but has become emboldened to reach further

11.12.2025 04:42 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

GFC most commonly refers to the Global Financial Crisis (2007-2009), a severe worldwide recession triggered by the US housing market collapse, causing banking failures and massive job losses.β€œ

Even AI knows that the G stands for.

11.12.2025 02:25 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

How long do they debate that sentence?

11.12.2025 02:21 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I think the word is autographed

20.11.2025 01:39 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Lowering taxes but hiking tariffs was supposed to shift the revenue collection to foreign producers. This wasn’t the case as it was another tax on American consumers.

Giving those consumers $2k in refund doesn’t take into account that the US is running an enormous deficit. Trump failed accounting

12.11.2025 18:23 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Waiting to see the details of the Minerals deal signed by Albanese government. The fact that we have assured them that we are buying their submarines and selling them rare earths in return for continuing to suffer under his tariffs is ridiculous. He should have gone in with Australia first policies

21.10.2025 08:09 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

He needs them to survive because Milei provided him the blueprint to fiscal austerity that he has imposed on the US. The chainsaw is out of fuel, any funds will be a temporary reprieve from the spiral created. They will again default on foreign investors’ injections. History repeats.

20.10.2025 02:55 β€” πŸ‘ 4    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0

The US is giving $20 bio to Argentina. They expect another $20 bio from private sources like sovereign wealth and private banks. This is ludicrous as the Argentinians have often defaulted on foreign debt. Four times since 1980. Why would those custodians put funds at risk? The returns are not there

16.10.2025 05:33 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

This feels like modern day politics

25.09.2025 02:40 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I expect that Tylenol will look to sue Trump et al for the comments linking their product to autism.Tylenol maker Kenvue said it β€œstrongly disagrees” that acetaminophen causes autism and said it is β€œdeeply concerned about the health risks and confusion this poses for expecting mothers and parents.”

23.09.2025 02:47 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Millei really is the blueprint for the USA. His economic policies have had a radical effect on the nation. Recent elections have not supported his efforts.

19.09.2025 23:36 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

For the year 2024, the total value of U.S. imports of goods and services was $4.136 trillion. This was the whole year. So, he wasn’t in office in January, the tariffs came in to play after liberation day on April 2. So, in five months he has collected 200% of the import value. Nothing to see here?

03.09.2025 03:04 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Tariffs will be inflationary in the USA but not elsewhere. We are already seeing discounting by Chinese firms here. Most other central banks will be watching with interest to growth numbers to see if rates need to be lowered in order to stimulate the economy to make up for lost exports to the USA.

02.09.2025 05:49 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

The equity market could cheer the moves by Trump to seek lower rates. This would benefit borrowers. Trump needs to fund a huge deficit. Inflation helps assets but punishes borrowers through higher funding rates. The bond market participants are who to watch if the inflation vigilantes prevail.

26.08.2025 21:47 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
A headline reads: "Violent Crime in Washington, D.C., Is Lowest in Years. President Trump has cited false and misleading claims about violent crime in Washington. Homicide and carjackings fell in 2024, and D.C. police say the city is on track to record even fewer violent crimes this year." A chart shows that there were 1,584 violent crimes in 2025 so far. Note: Includes homicides, assaults with a weapon, sexual abuse and robberies. Source: Metropolitan Police Department

A headline reads: "Violent Crime in Washington, D.C., Is Lowest in Years. President Trump has cited false and misleading claims about violent crime in Washington. Homicide and carjackings fell in 2024, and D.C. police say the city is on track to record even fewer violent crimes this year." A chart shows that there were 1,584 violent crimes in 2025 so far. Note: Includes homicides, assaults with a weapon, sexual abuse and robberies. Source: Metropolitan Police Department

President Trump made false and misleading claims about crime in Washington, D.C., during a news conference on Monday as he announced that the administration would take federal control of the police. Here’s a fact-check. www.nytimes.com/2025/08/12/u...

14.08.2025 00:17 β€” πŸ‘ 799    πŸ” 312    πŸ’¬ 137    πŸ“Œ 41

What did Ron Vara think of the numbers?

01.08.2025 20:43 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Unbelievable. Who is safe in this administration? How can someone think that you can dismantle the economy and maintain the employment numbers?
Wait until he sees the inflation numbers. Is Powell updating his resume?

01.08.2025 19:51 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0