Macro View Today - Next 12 weeks will be Turbulent (Patreon)

Hi Team

our outcome is in the hands of the Fed and if they can land the economy without burning it to the ground.  They have limited levers to bring inflation down but they can cook the CPI numbers and will have to do something to pump the market ahead of the elections. 

In the meantime, they have to destroy demand to bring inflation down (fastest path).  They are well on the way to doing that whether planned or not.  

A double bottom to BTC at 25K could happen.  We have seen the most solid of names get crushed eg Tesla down 50% from ATH. 

My plan is 

1) get to 15% cash 

2) slowly layer in to top names - I wanted to buy TSLA today at $620 but I held off 

3) swing trading between assets eg ETH and SOL both ways, MSTR BTC perhaps also