Tuesday, July 1, 2025

Morning Post 07/01/2025 SPX

Good morning STB!

There’s a lot of good on both sides of the Elon v Trump feud. I actually think Trump knows something Elon doesn’t, if it’s all not just part of the show. At this point, we have to trust Trump is making the right move. Elon is technically correct tho. 

Good v evil.

On to the lie -

Minis off 19. Imagine a 10% pullback soon and another rally. Now see the giant IHnS it would make? STB best trade is about asset allocation. Selling a bit of fiat at a time (which is worth less each day) into real assets (like gold that are gaining value) that can store wealth is what it’s all about. Pretty sure at one time long ago, I speculated that if you had 10% of your portfolio in gold it’s rise would be enough to offset the devastation of your portfolio. 

Have a good day.

GL and GB!


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