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@PositiveDrift_ "@U5sigma2 Governor Ueda stated that the assumption regarding tariffs was "not just XX% but rather settling at a slightly higher level as a result of negotiations." It can be said that this reduction brings us closer to the Bank of Japan's outlook"
@PositiveDrift_ Avatar @PositiveDrift_ on X 2025-07-22 23:36:33 UTC XXX followers, XXX engagements

"Thought Id rebalance into the month end Degrossed before opex Happy to be a little bit underexposed here from a beta standpoint. Emptied profits from futures account IBKR account moved to around 30-40% cash and took profits on my most frontier plays $GLXY $OUST $CLS and rebalanced other names such as $IBKR $TSM $NVDA to more acceptable risk %. The rest of my plays Im happy to keep % weights and theyre more niche and or economic based / rate sensitive plays Accounts are at ATH and normally Id be adding but instead I want to ensure I can compound from this base. Very easily can re-weight into"
@PositiveDrift_ Avatar @PositiveDrift_ on X 2025-07-25 01:04:35 UTC XXX followers, XXX engagements

"Went long $IVN Maybe it plays out like $NEM"
@PositiveDrift_ Avatar @PositiveDrift_ on X 2025-07-10 01:18:42 UTC XXX followers, XXX engagements

"Ive only listened once and havent compartmentalised all these fascinating nuggets but culture of degenerates and or r/wall st bets etc and these sort of personal identities forged as a sub culture create reinforcing feedback Loops and patterns of behaviour. Hence the age of speculation it also provides deeper meaning as to what its to be a part of a culture cult or social movement. Incredibly rich XX mins"
@PositiveDrift_ Avatar @PositiveDrift_ on X 2025-07-20 08:19:59 UTC XXX followers, XX engagements