Sell the first rate cut, when it happens.

Short duration yields are dropping around the world allowing the fed to be even more patient with their first cut. Once the massive layoffs happen true inflation will break. The first cut will be a sell the news situation.

Massive layoffs are coming.

Last week we wrote… “ARM: You think the FTC blocked the NVDA merger for nothing? This is a powerhouse of a company.” It is up +17% alone!

Dell in a good spot at support.

Coherent up +10% since last week.

We’ve been pounding the table on QUALITY FACTOR for over a year now. Fresh relative high.

RXRX continues to base.

Pinterest: Piper Sandler reiterates Pinterest as a top pick & their CEO is the BEST.

McDonalds needs to continue lowering prices. Same with most chains.

Big Macs are too high.

We asked a very predominate Wall St investor, that everyone knows, if they ended up purchasing these and they hit us with “not going to comment.

A few weeks ago we wrote this…“Reserve list MTG: Illiquid “security” that hasn’t gotten the attention it deserves recently. Higher in the next 3 years. Most likely will beat the S&P too.”

Return always wants its risk payment.

NOT INVESTMENT ADVICE. Only for entertainment.