1 files changed, 113 insertions, 0 deletions
diff --git a/Finance/index.md b/Finance/index.md
new file mode 100644
index 0000000..7ff7428
--- /dev/null
+++ b/Finance/index.md
@@ -0,0 +1,113 @@
+[[The Trade Idea Thesis]]
+
+
+
+[[Financial Terms]]
+
+[[Financial Axioms]]
+
+[[The Business Cycle]]
+
+[[Macro]]
+
+###  IDEAS VS RESEARCH VS NOTES
+
+[Ideas](/Ideas/index.md)
+
+[[Effect of GLP-1's on investment landscape]]
+
+https://kalshi.com/ - macro and pop culture casino.
+
+implement rainbow logic on charts
+
+
+
+every trade ask: 1- what would change my mind about the thesis ?
+		 2- plan where to cut if things go wrong or where to take profit
+
+
+Alexandre Harfouche
+
+
+sankey diagram for income statement
+
+
+Solami is best thought as 4xQQQ
+
+solana plan
+- follow VIP addresses
+- Bot MAV & 5min quick 10000X
+- make a token?
+
+Trend following is the most cost efficient hedge
+
+# indexes
+
+ OECD leading index too volatile to be usefull
+ Architecture Billings index...
+
+# SpiralCal
+
+Vix correlation to neap tide and low tides & moon
+
+works best when market emotionals
+
+
+since 1986 the return of writing puts on the SPX as outperformed Buy and hold in both returns and vol
+
+Earnings are a conincident indicator, foward looking statement are much more important
+
+Supercore (that’s core services ex housing) is what the FED like to watch (CPI)
+
+# Correlations
+Services inflation is the one bit most correlated to wages and unemployment.
+
+# Volatility
+
+If you look back at the history of volatility not every vol crush is followed by a major volatility spike but there is never a major vol spike unless its preceded by a vol crush.
+
+when vix curve goes into invertion it is one of the best signals !
+look at the standard deviation of the slope of the invertion >> you can pick bottoms like crazy
+
+
+
+QRA : issue bill its stimulant
+      issue bonds its removing liquidity from market
+
+The multifamily residential investment is effectively to buy dilapidated, low-yielding units, rehabilitate
+them, increase the rent, and then refinance the investment via government agency loans
+
+
+Policy maker want wealthflation bcs they can get tax proceeds and donor make alot of money
+
+
+April tax day...
+
+Sahm Rule = looking at the slope of an average
+
+
+seven types of income
+- Earned
+- Profit
+- Interest
+- Rental
+- Capital Gain (vs profit?)
+- Dividend
+- Royalties
+
+# GDP print
+what matter most is real fixed private investment.
+
+This is where you get factories, tools, computers, machinery, AI, and all other forms of technology and productivity-enhancing devices, software, etc. It’s the source of real wage growth, medical advancements, better quality of life, higher standards of living, and so one.
+
+Increased only 2.7 % over last 2 years which is below the GDP # meaning recent rate of GDP increases is unsubstainables - + laggin its pre covid trend
+
+For last 7 Quarters Real governement purshases is growing at a faster rate than private consumption
+ the private economy—which is all that matters since it’s the only part that’s productive—is stalling out - more evident when looks at real fixed private investements
+
+  The federal debt increased almost $600 billion in Q1, in exchange for GDP increasing about $300 billion.
+
+In other words, the federal government is “buying” only 53 cents of “growth” for every dollar it goes into debt
+
+
+https://theconversation.com/why-central-banks-are-too-powerful-and-have-created-our-inflation-crisis-by-the-banking-expert-who-pioneered-quantitative-easing-201158