Daily Charts - Higher For Longer！

2024-12-29

1.Higher For Longer:

This chart was key in 2024 by stopping us getting too bullish on bonds, as a new higher range-trade took hold...

Image

2.Moar Moore’s Law

Good cause for long-term optimism.

Albeit, n.b. even as humanity as a whole wins from the onward march of technological progress, the individual winners vs losers will be in near-constant flux + difficult to pick with precision.

Image

3.US PE Ratios about 2x that of China

why?

Because it's ""obvious"" --> explained:

Image

4.Gold vs Bitcoin: when 5th cycle?

If these cycles continue to repeat and a 5th cycle is about to begin that will mean a large wave of outperformance by Gold vs Bitcoin over the coming 12-18 months

$Gold - main 2502(GCmain)$ $CME Bitcoin - main 2501(BTCmain)$

Image

5.This was among a set of charts that helped set the scene for the rate-cut-rally in REITs.

They came from a position of extremely pessimistic sentiment, light positioning, oversold breadth, and a decent reset in valuations.

Image

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They came from a position of extremely pessimistic sentiment, light positioning, oversold breadth, and a decent reset in valuations. <img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/b94463f4776411d169a053e39944adbc\" tg-width=\"680\" tg-height=\"473\">Image</body></html>","htmlText":"<html><head></head><body>1.Higher For Longer: This chart was key in 2024 by stopping us getting too bullish on bonds, as a new higher range-trade took hold...<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/ff6b1d47bfebc2a92c1b211492bde633\" tg-width=\"680\" tg-height=\"416\">Image2.Moar Moore’s LawGood cause for long-term optimism.Albeit, n.b. even as humanity as a whole wins from the onward march of technological progress, the individual winners vs losers will be in near-constant flux + difficult to pick with precision.<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/867941ec39b6a84c982c165defaf8b4b\" tg-width=\"680\" tg-height=\"404\">Image3.US PE Ratios about 2x that of Chinawhy?Because it's \"\"obvious\"\" --&gt; explained: <img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/c66215000e3f1cacce6613703c555158\" tg-width=\"680\" tg-height=\"447\">Image4.Gold vs Bitcoin: when 5th cycle?If these cycles continue to repeat and a 5th cycle is about to begin that will mean a large wave of outperformance by Gold vs Bitcoin over the coming 12-18 months <a data-mention-id=\"GCmain\" class=\"teditor-mention\" data-mention-name=\"Gold - main 2502\" href=\"https://ttm.financial/FUT/GCmain\">$Gold - main 2502(GCmain)$</a> <a data-mention-id=\"BTCmain\" class=\"teditor-mention\" data-mention-name=\"CME Bitcoin - main 2501\" href=\"https://ttm.financial/FUT/BTCmain\">$CME Bitcoin - main 2501(BTCmain)$</a> <img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/f37c241cd077a261a53f52b28f471362\" tg-width=\"680\" tg-height=\"467\">Image5.This was among a set of charts that helped set the scene for the rate-cut-rally in REITs. They came from a position of extremely pessimistic sentiment, light positioning, oversold breadth, and a decent reset in valuations. <img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/b94463f4776411d169a053e39944adbc\" tg-width=\"680\" tg-height=\"473\">Image</body></html>","text":"1.Higher For Longer: This chart was key in 2024 by stopping us getting too bullish on bonds, as a new higher range-trade took hold... Image 2.Moar Moore’s Law Good cause for long-term optimism. Albeit, n.b. even as humanity as a whole wins from the onward march of technological progress, the individual winners vs losers will be in near-constant flux + difficult to pick with precision. Image 3.US PE Ratios about 2x that of China why? Because it's \"\"obvious\"\" --> explained: Image 4.Gold vs Bitcoin: when 5th cycle? If these cycles continue to repeat and a 5th cycle is about to begin that will mean a large wave of outperformance by Gold vs Bitcoin over the coming 12-18 months $Gold - main 2502(GCmain)$ $CME Bitcoin - main 2501(BTCmain)$ Image 5.This was among a set of charts that helped set the scene for the rate-cut-rally in REITs. They came from a position of extremely pessimistic sentiment, light positioning, oversold breadth, and a decent reset in valuations. 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