Caleb Franzen
@CalebFranzen
Founder of Cubic Analytics.
705 Following 63K Followers
Monetary policy works with long & variable lags.
It doesn't drill oil.
It doesn't resolve geopolitical supply shocks.
A 0.25% hike, when the parts of inflation the Fed actually controls have their lowest inflation readings in years, accomplishes nothing other than posture.
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Did you know the 10-year Treasury yield hit 5%?
No one else is talking about this.
I'm more than happy to be the only one.
This is CPI inflation for all items less energy.
The August data just came in at +2.47% YoY, the lowest reading since March 2021 (+1.91%).
There is NO inflation problem, as far as the Fed is concerned.
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I've been saying it for months now...
The market doesn't give a single solitary fuck about inflation.
Why?
Because it's all energy-based inflation & the spike in crude oil has NOT created a rippling effect throughout other CPI metrics.
It's literally in the data.
Just look.
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Broke bears can't even push the S&P 500 below its 21-day EMA.
Soon.
BESSENT ON BOND MARKET: I HAVE NOT BOUGHT ANYTHING YET
Is Bitcoin's bear market over?
I've had enough...
I'm muting "Yen" & "JPY".
It's literally negative alpha.
Saylor needs Cubic Analytics.
Saylor bought?
After selling the literal lows?
Nuke it -10% to -15%.
Flush sentiment.
Retest key levels.
Then continue higher.
Good luck and embrace nuance.
Welcome to the circus.
Saylor bought 4,603 BTC ($369.7M) with this average purchase cost lmao
This.
Most headlines are written to capture attention and instill fear/panic, not to improve your portfolio.
Bitcoin is pausing at the AVWAPs from the all-time high.
No surprise.
Could act as a major launchpad if a breakout comes...
Today's premium report will focus exclusively on Bitcoin.
Dozens of charts, strategies, and my key insights.
Don't fade Cubic Analytics.
Make sure you're on the list to receive it.
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@BitcoinNewsCom I hope he sells more so we can keep going higher.
@BitcoinNewsCom I hope he sells more so we can keep going higher.
Bitcoin dominance.
That's the post.
Oh, Caleb is back on my feed. Good to see you mate.
Plebs: you are not bullish bitcoin enough.
Bitcoin just flashed a bullish signal.
Going back to 2020, it has only happened 7 other times.
Specifically, the 21-day EMA crossed above the 200-day EMA.
In those 7 other cases:
• The average 6-month return = +43.4%
• The average 1-year return = +153.5%
Good luck to all.
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Never fade Cubic Analytics.
Bitcoin just flashed a bullish signal.
Going back to 2020, it has only happened 7 other times.
Specifically, the 21-day EMA crossed above the 200-day EMA.
In those 7 other cases:
• The average 6-month return = +43.4%
• The average 1-year return = +153.5%
Good luck to all.
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