Good morning STB!
The fact that people choose not to see or acknowledge truths is insane. It’s nuts they think they can wish or push things away they don’t like. When government backs or frames such beliefs via narratives it makes it even worse. Sheeple.
Good v evil
On to the lie -
Minis flat. SPX struggling here. The economy is not good at all. Several data points reminiscent of ‘08 and ‘09 or other pre recession periods. Banks are sick. Liquidity problems ahead.
Have a good day.
GL and GB!
Good morning STB!
I’m gonna give this justice thing a bit more time. If someone isn’t arrested by the end of his first term, there are a lot of guilty people, we have to start thinking differently.
Good v evil
On to the lie -
Minis up 12. Things are bad economically and getting worse everywhere. Don’t worry, they’ll make it rain again.
Have a good day.
GL and GB!
Good morning STB!
Looks like actual justice is coming in DC, just not as fast as people want it, nor in the order they prefer. I’m positive Trump has laid out a plan of attack that will layer from least to greatest and leverage the smaller parties. Let’s see if we gather actual convictions and not just lip service. The people want justice.
Good v evil
On to the lie -
Minis up 25. Daily indicators working that sell signal hard. Like it really matters. CPI a bit hot. Higher for longer? Again, I've never seen the economic prognosticators so divided. A literal range from depression to massive melt up. Both sides have data to back their arguments. One is rooted in reality, and the other in manipulation. As we say, this isn’t your father’s market anymore. IMO if we go back to ZIRP and QE, then the depression side is right. Trump needs lower rates to refinance massive debt load (9T upcoming). CPI didn’t help. It’s a fine mess we’re in, and AI is coming in hot with job replacement. Think about it, you can now, with AI, have a hot economy with massive job loss. Wrap your head around that one.
Have a good day.
GL and GB!
Good morning STB!
I’ve decided to remain patient and not react to the recent very unpopular issues and decisions made in DC. Reacting immediately to most anything these days is usually not the way to go. There’s a war on for your mind. Don’t let them win. Remain patient and diligent in search for truth. It’s very hard to find. In other words try to separate yourself from the show. Who holds real power over DC? Is that being exposed as an act in the play?
Good v evil
On to the lie -
Minis off a bit. Daily indicators regrouped and are about to trigger a sell signal again. Weekly working to overbought. Keep watching bonds.
Have a good day.
GL and GB!
Good morning STB!
My take - the Epstein thing is the first lame duck maneuver of Trump. He knows what he’s doing, and he’s using it as leverage plus shoving it down the road. To me this is our JFK moment. It’s pathetic and not what we voted for. I’ll leave foreign countries/entities out of the analysis. It’s terrible. Again, a country without justice at the top for the elite is doomed.
Good v evil
On to the lie -
Minis off 35. Told ya, she’s tired. 6400 still possible, but this move is running out of steam. Several prognosticators like a 5-8% pullback here before a massive run up. I think they’re delusional, but in a rigged casino the house has a way of winning and big. As long as they can print and the dollar is viable, we seem to be immune to any sort of real correction. Watch the banks. Global changes coming. Instability may become a theme.
Have a good weekend.
GL and GB!
Good morning STB!
Almost feel like I need to apologize for the constant negativity in this part of the post. There is good out there. Things have improved under the new regime. We’ve dodged bullets to get here. Sadly, reality cannot be ignored. Bad people with really bad agendas exist.
Good v evil
On to the lie -
Minis flat. She seems to be stalling out. Altitude has its own rules. Like climbing Everest, oxygen supplies are crucial. As I’ve discussed, sentiment is so mixed between up or down. ZH top post this morning discussing violent disagreement. How can you bet against a rigged system? Well, maybe it’s finally getting so bad out there that a larger group are now calling it as they actually see it? Recession or not? My local gas station owner (still got those down here) was fussin yesterday about people shopping gas prices - in other words, the wealthy moms he pumps gas for are now pumping their own gas cheaper at other places. This only happened once before in ‘08. The consumer is tapped out. Stimmy money is gone. Things are changing. So, when does QE return? Lowering rates? Massive liquidity injections? Can they get another stick save? You’re on one side or the other. Let’s not address global issues this morning that dampen the picture.
Have a good day.
GL and GB!
Good morning STB!
Reality is a shit show. Feel sorry for those in a bubble. The actual improvements happening may wind up being part of the show/plan. Keep us calm and divided. How long will the calm last? “Fatigue” is actually becoming a thing and the various stereotypes are being recognized (see Carnival as one example). Some at some point will refuse to pay for the other.
Good v evil
On to the lie -
Minis up a bit. Said I saw a path to 6400. Others like 6800. The egregious disrespect of the daily sell trigger about a month ago simply reinforces TA only works in one direction now, down. We’ve witnessed it for over a decade now. Ain’t nobody gonna complain as long as their account balances keep going up. Greed kills. Pigs get slaughtered. STB best trade - pull a little out all along and reallocate to non dollar assets. Best trade ever, fiat for real assets.
Have a good day.
GL and GB!
Good morning STB!
Enjoying the show? I may revive my old frog in the pot theme. Every administration is just a different chef. They just change the color and flavor of the water to appease one side or the other. The temperature of the water keeps on creeping up. Sad thing is, those that are aware can’t even escape the pot. Dems calling for violence is one thing, when MAGA gets to the breaking point it will be another. Hegelian dialect - problem, reaction, solution, expect a lot more soon.
Good v evil
On to the lie -
Minis up a bit. Markets more of a crap shoot now than ever. Moar liquidity to paper over the rot please.
Have a good day.
GL and GB!
