Tuesday, July 15, 2025

Morning Post 07/15/2025 SPX

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! 

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