ROWPartners

We’ve been bullish on Yield. Many posts on that. However, our earlier expectation for a temporary pause or consolidation across treasury yields simply did not play out.
Key Scenarios Going Forward
Pause - High probability
Continuation Risk
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Adjusted to the upward $ETH slanted dashed white neckline, makes more technical sense than the previous horizontal line
$SOL managed to clear its previous summer highs, confirms solid underlying bidding
But weakness in Crypto market
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Excuse my squiggly
When my girl was 4 she was already out drawing me🤣 BUT, you get the general idea
Setup looks similar to 26 pullback
Does this mean the bull run is dead? Don't think so, NOT YET
Structural break likelier later in cycle
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$BTC is pulling back as expected, showing near term exhaustion following its recent run into resistance
Primary focus is whether bulls can step up to form a clean, elevated right shoulder for the next major test of neckline resistance
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TINA & Bond Yields
Everyone is talking about a rate hike
We're taking the opposite bet...
For now, at least
Weekly Picture: Room For A Pullback
Monthly Perspective: A Larger Pause
Inverse Head & Shoulder COULD be setting up
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Nice trade, nothing fancy...
62 was our target
This area has been difficult, no longer in this trade
Would like to get back in this but not a priority
$TRMB
Original post👇

The Macro Picture: Why Are Markets Not Spooked?!?!?!
On paper, the broader macro backdrop looks intimidating!
$SOXX
Watch for the pattern neckline to clear to CONFIRM that the next upward leg is underway.
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The TINA Blueprint: The Squiggle Roadmap
IMO: Forget fundamentals for the most part
Bad news dominates headlines, yet equities refuse to break.
October historically marks the turning point where major market bottoms form
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🚨🚨🚨
The bond market is setting up for an epic clash between two opposing forces!!!
$TNX $GLD bitcoin:native
On one side we have Federal Reserve Chair Kevin Warsh
On the other side we have Treasury Secretary Scott Bessent
Part 1 & 2 are here👇

$BTC 4Hr losing a bit of steam
Normal after a big run
IMO deep pullbacks are entry points until signs point otherwise
Crypto Bitcoin

There are 2 kinds of yield drops
Yields drop because inflation is beat & the financial system is calm, stocks celebrate
Yields roll over cause economic growth is cooling off, lower yields will not save stock earnings multiples right away
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The last 2 days have been piecing out the LEVERED Crypto longs... $TXXD $XBNB
It is a chore selling in batches...Holding trailers
Still have $DOJE
Sold most $BITU and $ETHT
Dropped the ball on $XRP & $SOL
Expected them to run but we had a TON of levered and Spot Crypto

If MID breaks down first, expect small caps to follow and test that lower channel line.
If yields drop while the dollar stages a short squeeze, stock pullbacks will likely struggle to find strong dip buyers right away.
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When Gold Futures and Bitcoin CME Futures carve out identical bottoming patterns at the exact same time, it is not a coincidence. It is a macro liquidity signal.
Hard monetary assets are moving in lockstep.
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