Great analysis every week because the time horizons you cover shift based on acceleration and deceleration of macro trends. You seem to keep a close eye on those trends without getting too micro or macro, and you really look for rational confluence. I guess you're "somewhere in the middle" like BTC, which is refreshing. Thanks for that!
Everybody was saying that after BTC broke last ATH, $61.400, it would shut up like crazy to 65 and 72 and 80K. It cant even cross 93K!... Seems there is no strenght enough...Very weird.
Great article! I have also been looking at the macro data for more of a lead than short term price action. On your point about having time in the blue section of the NUPL chart, I found that when the Puell Multiple is above 4 then the NUPL chart can enter the blue section. If it’s lower than it is rejected. It’s a bit like confirming the rocket has enough fuel to escape the earths gravity.
Can't believe how thorough and enjoyable to read these newsletters are.
Great analysis every week because the time horizons you cover shift based on acceleration and deceleration of macro trends. You seem to keep a close eye on those trends without getting too micro or macro, and you really look for rational confluence. I guess you're "somewhere in the middle" like BTC, which is refreshing. Thanks for that!
concise and great analysis
Everybody was saying that after BTC broke last ATH, $61.400, it would shut up like crazy to 65 and 72 and 80K. It cant even cross 93K!... Seems there is no strenght enough...Very weird.
Great article! I have also been looking at the macro data for more of a lead than short term price action. On your point about having time in the blue section of the NUPL chart, I found that when the Puell Multiple is above 4 then the NUPL chart can enter the blue section. If it’s lower than it is rejected. It’s a bit like confirming the rocket has enough fuel to escape the earths gravity.