Elections Today. Good Luck.

Focus on top down macro.

Fixed income is strengthening along with overbought conditions in the USD index.

Energy and commodities are starting to tick higher.

Put/Call spiked. A lot of protection has been bought in the last few days.

Utilities and REITs are weakening.

Dell is leading SMCI now.

ARM and Pinterest report after the bell.

Dollar weakening and fixed income starting to strengthen.

Bloomberg U.S. Aggregate Index Reflects New Volatility Regime.

Palantir is parabolic.

Dell rallying on the demise of SMCI. The green circle is the point in time where SMCI lost their reputation and auditor.

Opera Browser had a great quarter.

Hasboro’s MTG/Marvel release instantly sold out. Inventory levels are shrinking, for good reasons.

Informative chart on S&P P/E valuations.

Alternative assets we monitor:

• Magic The Gathering Sealed Collector’s Boxes

• Counter Strike Skins

• Sealed Pokemon & Lego (Pre-2000s)

Return always wants its risk payment.

NOT INVESTMENT ADVICE. Only for entertainment.