Carlos Guzman
@three14.space
We lived on farms, then we lived in cities, and now we're going to live on the internet!
https://three14.space
https://three14.space
With the way this administration's been making decisions, the U.S. market might just go sideways for the next decade or so.
June 4, 2025 at 9:33 AM
With the way this administration's been making decisions, the U.S. market might just go sideways for the next decade or so.
AI disruption, global conflict (WW3), and economic instability are still possibilities worth keeping in mind.
It’s not about panic, just staying aware.
It’s not about panic, just staying aware.
June 1, 2025 at 8:44 PM
AI disruption, global conflict (WW3), and economic instability are still possibilities worth keeping in mind.
It’s not about panic, just staying aware.
It’s not about panic, just staying aware.
Reposted by Carlos Guzman
Trump called Amazon founder Jeff Bezos Tuesday morning to complain about reports that his company was considering displaying the cost U.S. tariffs next to prices for certain products on its website
April 29, 2025 at 4:00 PM
Trump called Amazon founder Jeff Bezos Tuesday morning to complain about reports that his company was considering displaying the cost U.S. tariffs next to prices for certain products on its website
People really need to start preparing for a possible long-term recession by Q4. Adjust portfolios, reduce risk, and position to ride it out and come out stronger.
April 25, 2025 at 7:30 AM
People really need to start preparing for a possible long-term recession by Q4. Adjust portfolios, reduce risk, and position to ride it out and come out stronger.
So now Trump is walking back some of the tariffs.
I’ve never been a fan of them, but this back-and-forth just signals weakness. It tells the world we can’t make stuff at home, and we’ll cave if markets throw a tantrum.
I’ve never been a fan of them, but this back-and-forth just signals weakness. It tells the world we can’t make stuff at home, and we’ll cave if markets throw a tantrum.
April 12, 2025 at 8:26 PM
So now Trump is walking back some of the tariffs.
I’ve never been a fan of them, but this back-and-forth just signals weakness. It tells the world we can’t make stuff at home, and we’ll cave if markets throw a tantrum.
I’ve never been a fan of them, but this back-and-forth just signals weakness. It tells the world we can’t make stuff at home, and we’ll cave if markets throw a tantrum.
USDJPY down -2%
Either the BOJ stepped in or the carry trade is still unwinding.
For a while, the yen was basically free, 0% rates, borrow all you want. That only works until bonds spike and risk sells off.
Now we’ve got yen ripping, bonds flying, stocks dumping.
Liquidity’s leaving the chat.
Either the BOJ stepped in or the carry trade is still unwinding.
For a while, the yen was basically free, 0% rates, borrow all you want. That only works until bonds spike and risk sells off.
Now we’ve got yen ripping, bonds flying, stocks dumping.
Liquidity’s leaving the chat.
April 10, 2025 at 8:59 PM
USDJPY down -2%
Either the BOJ stepped in or the carry trade is still unwinding.
For a while, the yen was basically free, 0% rates, borrow all you want. That only works until bonds spike and risk sells off.
Now we’ve got yen ripping, bonds flying, stocks dumping.
Liquidity’s leaving the chat.
Either the BOJ stepped in or the carry trade is still unwinding.
For a while, the yen was basically free, 0% rates, borrow all you want. That only works until bonds spike and risk sells off.
Now we’ve got yen ripping, bonds flying, stocks dumping.
Liquidity’s leaving the chat.
NASDAQ -6.6%
S&P -5.8%
Dow -5%
Red across the board.
And somehow… this still doesn’t feel like “the event.”
Not saying 2008 part 2 is here, but...
S&P -5.8%
Dow -5%
Red across the board.
And somehow… this still doesn’t feel like “the event.”
Not saying 2008 part 2 is here, but...
April 10, 2025 at 4:28 PM
NASDAQ -6.6%
S&P -5.8%
Dow -5%
Red across the board.
And somehow… this still doesn’t feel like “the event.”
Not saying 2008 part 2 is here, but...
S&P -5.8%
Dow -5%
Red across the board.
And somehow… this still doesn’t feel like “the event.”
Not saying 2008 part 2 is here, but...
Reposted by Carlos Guzman
I want you to understand how unusual the moves were today.
Before Trump announced a pause, there was HUGE $QQQ volume on a 460C expiring 04/17.
They were bought for $0.85 and ran to as high as $31 per contract!!!
This was before any news.
Later in the day, it rallied 2000% in ten minutes.
Before Trump announced a pause, there was HUGE $QQQ volume on a 460C expiring 04/17.
They were bought for $0.85 and ran to as high as $31 per contract!!!
This was before any news.
Later in the day, it rallied 2000% in ten minutes.
April 10, 2025 at 3:52 AM
I want you to understand how unusual the moves were today.
Before Trump announced a pause, there was HUGE $QQQ volume on a 460C expiring 04/17.
They were bought for $0.85 and ran to as high as $31 per contract!!!
This was before any news.
Later in the day, it rallied 2000% in ten minutes.
Before Trump announced a pause, there was HUGE $QQQ volume on a 460C expiring 04/17.
They were bought for $0.85 and ran to as high as $31 per contract!!!
This was before any news.
Later in the day, it rallied 2000% in ten minutes.
Saved or dead cat bounce? Some of the biggest green days in history happened during recessions. For example, during the GFC, there were multiple days when the S&P went up over 5%, yet the overall trend was still bearish.
April 9, 2025 at 5:49 PM
Saved or dead cat bounce? Some of the biggest green days in history happened during recessions. For example, during the GFC, there were multiple days when the S&P went up over 5%, yet the overall trend was still bearish.
The bond market is absolutely crazy. All the indicators are there. Seems like even a tariff reversal won't help anymore. Emergency rate cuts to 0 might, but who knows what jpow has in his playbook. Just crazy. A long time coming. 2008 never ended 🩹
April 9, 2025 at 7:37 AM
The bond market is absolutely crazy. All the indicators are there. Seems like even a tariff reversal won't help anymore. Emergency rate cuts to 0 might, but who knows what jpow has in his playbook. Just crazy. A long time coming. 2008 never ended 🩹
What happens when collateral dries up? 🤔
April 9, 2025 at 2:58 AM
What happens when collateral dries up? 🤔
S&P to bottom out at 2900-3500. Based on what? Trust me bro
April 9, 2025 at 2:55 AM
S&P to bottom out at 2900-3500. Based on what? Trust me bro
🩸🩸🩸 day. Time to scoop 📈📉📈📉📈📉
April 3, 2025 at 8:15 PM
🩸🩸🩸 day. Time to scoop 📈📉📈📉📈📉
Bernie Sanders warned us about oligarchy years ago, and he was right. The billionaire class has tightened its grip on our government, and the wealthiest few are calling the shots while the rest of us fight to get by. This is a #ClassWar
January 22, 2025 at 9:26 PM
Bernie Sanders warned us about oligarchy years ago, and he was right. The billionaire class has tightened its grip on our government, and the wealthiest few are calling the shots while the rest of us fight to get by. This is a #ClassWar
The mood might be low this week, but I’m choosing to focus on the good things happening in my life right now:
January 21, 2025 at 12:32 PM
The mood might be low this week, but I’m choosing to focus on the good things happening in my life right now:
👽 That's one small step for man, one giant leap for mankind 👽
December 17, 2024 at 8:50 AM
👽 That's one small step for man, one giant leap for mankind 👽