Dollar needs to weaken a bit, only way US rlly has a chance on debt interest

It’s whether inflation twin peaks and starts to go up mid 2025 after the first few cuts come in

That would be a fucking disaster for bonds , stocks , everything given a much tighter labor market in 2025 than in 2021

Wall Street reacts to the debate? Or just market forces.

Cpi although feels like overreaction given fairly in line

Market pricing in 25 cent cut , this is teeing up for a fed 50 cent cut and then breaking ATH

Followed by rocky end September into 3rd/4th week october

Is my bet

Little more green and then planning for covered calls again

Market is kinda tricky right now… my swing portfolio is still sitting on cash for now and watching

In hindsight… i might should have started avging in last week

It’s stronger than I anticipated too

I am gonna lose Amazon, google, Nvidia and Amd tomorrow via covered calls . Will let them go

I kinda want in before next week FOMC meeting

Hopefully a dip soon for me to buy in

Boeing Co.
https://www.marketwatch.com/investing/stock/ba

33k Workers on strike, Price is going down big time today imo.

Nothing but bad news from Boeing since 2019

I think blow off top after fomc

Look at historical trends after first rate cut in the cycle, and couple that with seasonal trends + election year trends

Will be raising a lot of cash this week (today) and next week

Semis lead qqq lead s&p, if this still holds then you have warning sign with everything near ATH but semis still stuck in bear market

Important to say we all have had a great year so far. Easy to forget perfection is the enemy of strong work


This post was edited by Bazi on Sep 13 2024 08:41am