A.M. Look 6/22/26

Risk spreads remain constructive.

Semi’s & Storage names lead.

Buy hard index breaks
-not rallies.

Index vs. precious metals are back into long-term inflection levels.

With the help of A.I. I’ve gone down the rabbit hole of re-editing all my class recordings for the past 8 years.

Friday’s recording is watermarked and ready with a new editing program written by Claude.

That should be out later today.

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