The latest public Slice posts, articles and creator updates.
Why China's Rare Earth Export Controls Are So Effective
China's leverage comes from controlling multiple steps in the supply chain:
Stage China's Position
Rare earth mining Large global share
Separation and refining Dominant
Rare earth metals/alloys Dominant
NdFeB magnet production Dominant
End-use component ecosystem Extensive
NASDAQ 100 - Head & Shoulders Pattern
NDX is potentially completing an H&S pattern, with negative divergencies in RSI and MACD.
See Elliott wave and cycle posts earlier for more details.
NDX - Elliott Wave Count
Magnificent 7 stocks dropped >10% in 10 days, below the 100D and 200D MAs. Yes, they could bounce, but the trend is down.
Did you pay attention to my cycle warning 10 days ago?
At that time, cycles were turning down, and MAGS met the highest upside cycle price projection.
This looks like wave 4 complete on BTC - a running flat
The tell tale sign that it is a running flat is that the RSI took out the highs of the A wave
1h level 2 bearish exhaustion signal firing too. Inidcates trend on hourly is losing momentum!
Next leg down to 54565 should be imminent
Designing around my weaknesses – why eliminating skill from my strategy is the skill itself
Many people get attracted to financial markets by promises of quick returns. You work a regular job and hear about this one dude who made retirement-worthy money in the crypto markets, and you’re intrigued. Is this your lucky ticket out of the rat race? Odds are, this story feels familiar, as most crypto participants got into this market simply because someone told them it could make them a lot of money in a short amount of time.
And to be fair, that promise isn’t entirely incorrect. The only problem is that they generally only talk about the potential to gain a lot of money, while the other side of that potential is far more likely; losing a lot of money in a short amount of time.
In fact, Roughly 90% of crypto investors lose money. A stark contrast to the fact that so far, almost everyone who bought Bitcoin and then held on for at least four years is in profit. The only exception: those who bo
US Dollar Index (DXY) - Long + Very-Long Cycles Together
Stay tuned for short cycles and cycle price projections
AUDJPY Cycles
Genomes and Insider Buying Activity
This is a slower moving industry that had an early genetic hype bubble pop that now actually gets more attractive when the processing power, chips, and memory can start to handle the input/output of gene sequencing and finding theraputic solutions.
$WSG - Huge earnings miss that led to a 50% sell off that led to 85 million in insider buying and has since almost fully retraced that. A drop like that triggers an automatic SEC investigation but the insiders seem like they know it was just panic selling. Almost reminds me of $GRAL where it had a huge drop then has been working to erase it. Sellers are very emotional in the bio tech world where the high beta swings are crazy.
$CRSP - Being patient on this one but if they can deliver which looks like they will it's got some great upside potential. The mistake most will make on this one is wanting instant gains and not focusing on a 1 to 4 time frame. Genetics moves slow until suddenly it doesn't with a giant
The CPI headline everyone's seeing isn't the number that matters
Inflation printed 4.2% this morning. First 4-handle in three years, and it'll lead every story today. Looks ugly on the surface.
Look one layer down, though. Core inflation, stripping out food and energy, came in soft... up just 0.2% on the month, below estimates and cooler than April. Almost all the heat was energy, up nearly 4%, and that's the Iran and oil story running straight through the pump. A supply shock, not the economy overheating.
So the piece the Fed actually watches is cooling. The piece it can't touch is the one making the headline scary.
Here's how the market's voting into the open. Our mega-cap trend reading, which had rolled over negative overnight, flipped back green on that soft core. The next leg down we were bracing for this morning got pulled back from the edge.
But this isn't a relief rally, and that's the tell. Most sectors are red. Tech's the worst again, down over a percent. The only green is energy,
Panic is setting in across Europe that the housing market may start to suffer sharp declines.
As ever in terms of financialisation all assets must continue rising to stop the bubble bursting. If it doesn't happen markets will crater and financial institutions balance sheets render them insolvent.
The absurdity of this is going to not only burst all these bubbles but also lead to enormous capital destruction in the process.
VXX Update
Past altcoin seasons began from a breakdown from the current level we are at now, from the candlestick open.
Does it happen again?
I do not see conditions for an altcoin season IMO
Instead, we might just see Bitcoin bleed worse than altcoins, which would still have the same impact on the BTC.D chart
But it is worth watching. If Bitcoin reverses here even short term, we prob want to be in alts
Last chance for SILJ to bounce here IMO - otherwise we target the Half cycle low in the 8 year cycle late 2026:
