Month end with Full Moon. Thank you Mr. President..Dell doubles in two weeks. SMCI is playing catch up, could go back to 60. HOOD ..Robinhood is where the trade is for an all inclusive platform. Looking at either side of … Continue reading →

The long end of the curve has rolled. Sept. Bonds are front month. I will require at least a 113.00 print in June 30 Yr. to modify my view. Gold is into it’s 200 DMA. Gold has been sold on … Continue reading →

Trading this market at these levels is like being in the bidding room @ Mata Hari’s lair in the original Casino Royale. Bid-no bid. When I’m standing I’m bidding and when I’m seated I’m bidding. Peace-No Peace. In the meantime … Continue reading →

It’s a Gaan day with risk spreads mostly positive although Nasd/Bond is up into oscillator resistance. Korea leads. Spoos…7412 keeps appearing as support over all time frames with all new weakness under 7400 needed for further weakness. Spoos & Oil … Continue reading →

It’s all about the mid-week shuffle and the technical models. Last week I posted that the fix was in for the markets after China went on a buyers strike as Trump landed in China. Today Nvidia earnings will be the … Continue reading →

Microsoft and GOOGL have become the safety trade as the Semi’s correct. It’s decision day for GOOGL, which has been wallowing around its daily momentum line for the past few days. Oil…looking for another wiggle up. U.S. has been in … Continue reading →

What started s a buyers strike of commodities in China has spread. Believe what the Chinese do/ Not what Trump tries to spin! Yields are up. A note of caution about European debt, the volume appears to have started rolling … Continue reading →

Just stating the obvious this A.M., China has taken a buying break across the commodities space. Korea remains strong. Risk spreads have made new ATH’s last night. Everything is stretched yet the beat goes on. More in the room.

Late yesterday my view was that the Ai trade had come too far, since many names had just come too far. I.E. RKLB 40% two day rally. Big cap energy was showing bottoming pattern with trade location. Given that Iran … Continue reading →

You ride the ride until you get bucked off. Micron and INTC showing new ATH’s early with Korea hanging tough. Copper is outpacing the miners. 6.45 was my ole multi decade tartget which has been surpassed but not closed above. … Continue reading →