Marco Sinai, Ph.D.
@msinai123.bsky.social
Clinical psychologist at McGill University Health Center in Montréal, Québec, Canada
Insanity is when distance between mental representation of reality and actual reality moves past a certain threshold. My appraisal is that we are WAY past that threshold and WileE Coyote is way out on a limb.
Can't buy, can't sell, happy to watch the show from the sidelines
Can't buy, can't sell, happy to watch the show from the sidelines
December 7, 2025 at 5:31 PM
Insanity is when distance between mental representation of reality and actual reality moves past a certain threshold. My appraisal is that we are WAY past that threshold and WileE Coyote is way out on a limb.
Can't buy, can't sell, happy to watch the show from the sidelines
Can't buy, can't sell, happy to watch the show from the sidelines
Won't buy the breakout because the risks are too high for me, can't believe the market is ignoring trouble brewing in Japan. This is an insane market, with participants seeing the obvious risks but unable to derisk for fomo on the "preordained" mega rally and be penalized relative to their peers
December 7, 2025 at 5:21 PM
Won't buy the breakout because the risks are too high for me, can't believe the market is ignoring trouble brewing in Japan. This is an insane market, with participants seeing the obvious risks but unable to derisk for fomo on the "preordained" mega rally and be penalized relative to their peers
I won't be buying it, personally itching for a short entry point but too risky because this could be the blow off top bull run lasting until spring and reaching SP500 7500 an 8% run that will kill the few remaining bears
December 7, 2025 at 5:17 PM
I won't be buying it, personally itching for a short entry point but too risky because this could be the blow off top bull run lasting until spring and reaching SP500 7500 an 8% run that will kill the few remaining bears
2 weeks later and Mr. Market is itching for new highs...it certainly feels like it wants to go up and a couple of days close above 6900 and its off to the races...the obvious catalyst is Wednesday's Fed rate decision which is 100% certain to be another 25 bps cut...
December 7, 2025 at 5:14 PM
2 weeks later and Mr. Market is itching for new highs...it certainly feels like it wants to go up and a couple of days close above 6900 and its off to the races...the obvious catalyst is Wednesday's Fed rate decision which is 100% certain to be another 25 bps cut...
Say it together now... THE US IS NO LONGER A RELIABLE ALLY
December 7, 2025 at 3:51 PM
Say it together now... THE US IS NO LONGER A RELIABLE ALLY
Interesting. If the bubble pops, I wonder which asset class is safer, not sure the top 20% would come out unscathed...
December 7, 2025 at 3:00 PM
Interesting. If the bubble pops, I wonder which asset class is safer, not sure the top 20% would come out unscathed...
10% increase since GFC! 20 years of failed policy by both parties. No wonder Americans chose a joker for POTUS
December 7, 2025 at 2:45 PM
10% increase since GFC! 20 years of failed policy by both parties. No wonder Americans chose a joker for POTUS
Massive potential increase in productivity, or bridge to nowhere malinvestment. We'll know in 5 years...
December 7, 2025 at 2:39 PM
Massive potential increase in productivity, or bridge to nowhere malinvestment. We'll know in 5 years...
Don't trust Americans! Plus Grippen better suited for our winters and terrain not to mention we can built it here, not just service it.
December 7, 2025 at 2:10 PM
Don't trust Americans! Plus Grippen better suited for our winters and terrain not to mention we can built it here, not just service it.
Bye bye America, I wish you well...I'm getting a whiff of "handmaid's tale" from down there. If the stench gets too much for some of you, we're here to welcome you, the air is cold but the people are generally warm and welcoming.
November 25, 2025 at 10:00 PM
Bye bye America, I wish you well...I'm getting a whiff of "handmaid's tale" from down there. If the stench gets too much for some of you, we're here to welcome you, the air is cold but the people are generally warm and welcoming.
Canadians responded by boycotting Americans goods and travel, electing a government with the mandate to decouple from the US and pivot toward the world as an independent country and no longer a vassal.
November 25, 2025 at 9:52 PM
Canadians responded by boycotting Americans goods and travel, electing a government with the mandate to decouple from the US and pivot toward the world as an independent country and no longer a vassal.
Enter Donald Trump who decided in his infinite wisdom to declare economic warfare on America's faithful northern vassal to fix some imaginary trade imbalance.
The result is that many if not most Canadians have woken up from a delusion we lived with for 30 years, that we can trust America
The result is that many if not most Canadians have woken up from a delusion we lived with for 30 years, that we can trust America
November 25, 2025 at 9:50 PM
Enter Donald Trump who decided in his infinite wisdom to declare economic warfare on America's faithful northern vassal to fix some imaginary trade imbalance.
The result is that many if not most Canadians have woken up from a delusion we lived with for 30 years, that we can trust America
The result is that many if not most Canadians have woken up from a delusion we lived with for 30 years, that we can trust America
Most of the consumer and industrial giants in most industries have a Canadian subsidiary, and we were happy to be an economic vassal. I suppose the deal benefitted both sides...
November 25, 2025 at 9:44 PM
Most of the consumer and industrial giants in most industries have a Canadian subsidiary, and we were happy to be an economic vassal. I suppose the deal benefitted both sides...
I read somewhere that Charlie Kirk's assassination affected her deeply. I think she's being honest and showing a depth of character and substance she kept well hidden behind her machine gun stunts, partisanship, drama and histrionics.
She's growing on me
She's growing on me
November 22, 2025 at 2:21 PM
I read somewhere that Charlie Kirk's assassination affected her deeply. I think she's being honest and showing a depth of character and substance she kept well hidden behind her machine gun stunts, partisanship, drama and histrionics.
She's growing on me
She's growing on me
To be fair, she had been acting weird lately, standing up to Trump's with the Epstein release thing and affordability etc... but the way she went out is going to hurt Trump nasty bad.
November 22, 2025 at 2:16 PM
To be fair, she had been acting weird lately, standing up to Trump's with the Epstein release thing and affordability etc... but the way she went out is going to hurt Trump nasty bad.
Don't look good for Mr. Market. Odds of seeing S&P500 to 6200 before end of year have just gone way up. Paradoxically, a 10-15%correction would be very healthy and super bullish. I would back up the truck at those levels...
November 20, 2025 at 6:27 PM
Don't look good for Mr. Market. Odds of seeing S&P500 to 6200 before end of year have just gone way up. Paradoxically, a 10-15%correction would be very healthy and super bullish. I would back up the truck at those levels...
Yup, awful action!
November 20, 2025 at 6:23 PM
Yup, awful action!
It's one of those inflection moments, when it can go either way, either its a wall of worry moment or someone knows something and is distributing. Who knows? Noone really knows, this is a low conviction moment, when uncertainty needs to be embraced, bets need to be pared...
November 15, 2025 at 4:33 PM
It's one of those inflection moments, when it can go either way, either its a wall of worry moment or someone knows something and is distributing. Who knows? Noone really knows, this is a low conviction moment, when uncertainty needs to be embraced, bets need to be pared...
Market psychology is less bullish, there is definitely some uneasiness out there, perhaps repo/ cockroaches rumors or AI skepticism, put/call ratios are higher than usual...
November 15, 2025 at 4:29 PM
Market psychology is less bullish, there is definitely some uneasiness out there, perhaps repo/ cockroaches rumors or AI skepticism, put/call ratios are higher than usual...
...but if the 50 dma holds, there could be new highs and topping 7k before year end! I guess we'll know next week, and Nvidia earnings will be key and then its option expiration next Friday and some fed speeches to give clues about December rate cuts.
November 15, 2025 at 4:24 PM
...but if the 50 dma holds, there could be new highs and topping 7k before year end! I guess we'll know next week, and Nvidia earnings will be key and then its option expiration next Friday and some fed speeches to give clues about December rate cuts.