MikeSans

MikeSans

BLUF : Who Fookin Knows? The Difference between North & True North is "Variance"...What we see and do not see? The environment is never quite what it seems to be... Lets See! Interesting... Note : Look at the High Yield Master ll Option-Adjusted Spread...its Rising again (move the toggles closer) fred.stlouisfed.org

MikeSans Updated 

BLUF: TrumpTW/PBOC/BullSHIT @ ALL-TIME-HIGH What is in front of us? "It’ s beyond just getting to the "X"—we need options…Don’t get hooked on hopium…Hope is not a plan. Hope is bullshit" HEAD SHOTs ONLY!!!

MikeSans Updated 

BLUF : RUT is at the top of its channel and SPX at the bottom both flags in opposite direction...will the RUT decouple and go Higher...Who Fookin knows, but it will be very interesting to watch and YES...any bad News/Tweets could Fook the whole thing up! Let's find out...TBD HSO/Hotel-Sierra-Oscar/HEAD SHOTs ONLY!!! Simpleton-Leadership ... TEAMs! Fook...

MikeSans

BLUF : TW FookinPhaseWTF Signing or Pay de Man! Situational Awareness : *T meets FED: Very Specific Language about What they Can/Cannot/Will Not Do! *HK Geopolitical ShitStorm...FaceShots coming...XI waits till the election? Why wouldn't they! Fookin Wake the Fook UP! 5% or 10% ShitShow Down...Let's See or They Pull a Deal out of their Fat-Arse! Get your...

MikeSans Updated 

Once the Trip-Wires are pulled then it gets Silly ...let's watch the ShitShow !!!

MikeSans Updated 

HEAD SHOTs ONLY!!! ... The Seasonal/Sentiment Pullback may just be sideways before the "THRUST UP"... no matter the outcome...this will something to behold...TBD! What's your decision...Fook or Die!

MikeSans Updated 

BLUF : "What Should've Been" ... is now Full-Bore-Fed Induced Zombie Psychology...you CANNOT CX what people BELIEVE...even in the face of Math, Data & Facts! IF? Any TW-Phase-1 Signing is announce w/NO Increased/or Decreased Tariffs...the "Melt-UP" will be Fookin crazy even if it is a "Fugazi." Your Call, Your Bet...either jump on or get the Fook out of the...

MikeSans Updated 

FACE SHOTs ONLY!!! Resilience-Optionality-Agility ... Great Fookin Buzzwords...Retail BullSHIT...Stand-Bye...Bust It!

MikeSans Updated 

Standy-bye...Bust it!!!

MikeSans

Let's See....Observations & Vibrations...TBD! Note : Psychological Dead-Loop: Do not ever let any position/decision be unrecoverable! As in "Ripping your Fookin Face Off" "Risk is what we expect...Uncertianty is what we train for!" Shoot-Move-Commnicate!

MikeSans

BLUF : 09NOV we said it looked like a pullback...Looks/Smells like something is forming...TBD! What is in front of us? HEAD SHOTs ONLY!!!

MikeSans

BLUF : Conditioning is being set...What holds? Whats the likely outcome? HEAD SHOTs ONLY! "I do not care about what you Fookin "Believe""...TBD! Whats in front of us? Simpleton-Leadership ...Priorities & Execution!

MikeSans Updated 

BLUF : *Feds Repo Purchase Plan: 14NOV...EOY Liquidity SHITSHOW??? *TradeWarPhase1 Euphoric...Fade UP/DN...Just Don't Bet the Fookin Farm!!! *HopeTimism Meter is PEGGED...Meaning BULLSHIT meter is PEGGED. Fookin Gangsta's and Incompetents...What a Shitshow...Who Fookin Knows!!! What could go Wrong... HEAD SHOTs ONLY!!!

MikeSans

BLUF : RUT has been SIDEWAYs what seems like "Forever"...Let's See how it plays out and if it can gain momentum...TBD!!! HEAD SHOTs ONLY!!!

MikeSans

BLUF : Limited Downside...Massive Flatteners....Steepening Yield Curve is too Fookin-Fast...Who Fookin Knows! Euphoric or Not...Let's See! Question : Signature Management ? Problem Exploration!!! What are the clearly -defined problems, and how are they binned? Solution ID, then Execution... "Indecision Kills" ... "Shoot-Move-Communicate" What can be...

MikeSans Updated 

BLUF : Fugazi (Fairy Dust)...smells like a Fake-Out! I Do Not believe anything I read on the TW narrative...Too much politics and %ick Measuring happening... FaceShot Note : Unwinding Coming....this might be our last chance before the train leaves the station. Does Not matter what You/I/We "Believe," too much money, too much cheap money, UST 10YR this week was...

MikeSans

BLUF : www.epsilontheory.com --Ben Hunt @ Epsilon Theory

MikeSans Updated 

BLUF : Pullback...FakeOut? Who Knows...But it might be your only Lower opportunity if you buy that this momentum picks up for Higher Highs into the EOY and 2020...TBD If It was Easy then We Wouldn't Be Here....Fookin HEAD SHOTs ONLY!!! Simpleton-Leadership #3 Energy Matters...Priorities & Execution!!!