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Cant say I agree with much outside of gold and silver are looking really good. Once that stops, I’ll be out. Small position in oil, but until it breaks out, it’s just hanging. It’s close though. Happy trading

Relative strength.

I’m actively working on building a short for copper.

My understanding is ksu accepted the deal. That’s not hostile. However CNI’s board wants them to reneg. Ksu is holding cni accountable for reneging to the tune of $1b. It’s CNI’s move.

Ahh. Support/resistance vs supply/demand. That’s essentially where we differ ;) I am currently long the NQ with a close and reversal around 13815. I could be wrong, but I see a lot of unfilled supply hanging out and it wants to get filled.

Things change. That’s the problem with narratives. So, no. At best, the ratio consolidates here. But I don’t think so. I’ve noticed you’re positioned for inflation. And you have a whole fundamental analysis/story associated with it, and it’s all pretty obvious to you. From my perspective...

:) that’s what I like to hear. Doubtful Ndx will get much past 13800. It’s a bull trap. Spx looking to hit 4400 before a summer long pullback. Enjoy your summer. oh, and I may be the only person on the planet buying bonds. You hear it here first. The safety trade is on.

what’s a big crash? You’re asking a different question to every single reader. What’s your time frame? A week? Then no. The Nasdaq has set the ball on the tee. As for how long and when? The summer will likely see ndx yearly lows. Not so for spx. Is that a crash? That’s digestion to me...

Hanging curve ball

One of these things is not like the other: Please circle the differences, and let me know how many you got.

NEM breaking out of a 15 year base

Consumer staples, kicking your ass:

Copper had a good run. I'm pouring one out for it. Don't get left holding the bag with a shit eating grin on your face. It's Gold's time to shine. To the elation of the bugs. The setup is hard to ignore.

It means that if you’re positioned for expecting inflation, you’re in the herd.

Since February, it has done exactly that.

ooooh... I think I get where our discrepancy comes from. I don't buy into the narrative that growth stocks are tied to the interest rate. Yes, we should agree to disagree. I have my own studies.

I am saying yields go down. I can't fathom where a belief that bonds can't go up if the nasdaq is going down could come from. And I'm not really interested in investigating where that belief comes from. If that's a belief of yours, then... ok. We should agree to disagree.

No. Long treasury as a risk-off move (read-treasuries to outperform stocks. yield seeking assets being preferred. It's no coincidence XLP has caught a bid). Short NDX as a risk-off move. Long Gold and Silver as a risk-off move. Long Yen as a risk-off move. I'm sure you can see the theme. These...

Whoops! What typically happens after a continuation pattern fails? (It's rhetorical folks)

My thoughts (and positions) are short NDX, and NKD, long ZB. Furthermore, I'm dumping HG, and going long GC and SI. Maybe PL too. Probably a small stake. There's a moderate flight to safety currently going on. Which as I type it - is slapping me in the face with, I need to reverse my position on...