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👂 from a lil’ 🐦 that the rough outline of plans for a manufactured crises that would ‘necessitate’ Martial Law are already being drawn in the Oval Office... In 3 years or so, if this comes to pass, know that this was not a coincidence. 😬

Gold - Non-comms ghosted the rally for months… now they’re diving in headfirst

The relationship between the US Dollar and Treasury yields has broken down: Since April 2nd, the 10-year note yield has risen +27 basis points, to 4.43%. At the same time, the US Dollar index, $DXY, has declined -5.2% to near its lowest level in 3 years. This is a material

$SPY running up hand-in-hand with yields across the curve… don’t sit right with me rn 🧐🤨

Strong breadth comeback in $SPX into the close. Mega caps led from the open, but late-session participation helped drive the index into positive territory. Still, just ten stocks were responsible for over 40% of the bullish momentum, with $NVDA, $META, and $AVGO leading the way.

Tectonic Shifts are happening in Ethereum Public Goods Funding. 2025-2027 will look way different than 2022-2024! things that are changing: - roadmap updates in the Ethereum ecosystem - changes at the EF - new funding sources, old funding sources drying up - new AI tech - new

65% of U.S. households own their homes, but most have no clue how homeownership taxes actually work. If you own a home (or plan to), here are the tax rules that could save you thousands:

What I laid out in the original post “6M–8M S&P deep upside calls: Despite the rebound in equities, vol pricing for scenarios where the S&P finishes the year up ~10% is still way too cheap.” That stuff going at a 13.5 vol when the index rallied 23% in a matter of 4 weeks still

Prices paid (blue) and supplier deliveries (orange) components in ISM Manufacturing PMI remained elevated in May ... latter climbed relative to prior month but former eased just a touch

With ISM Manufacturing PMI coming in at 48.5 for May, Kansas City Fed Manufacturing Index was closest (at 48.7) when adjusting for ISM methodology

Over past couple years, choppy uptrend in number of ISM industries reporting growth ... figure pulled back to 7 in May

Hah. It's so true.

I’m sorry, but I just can’t stand it anymore. This massive, outrageous, pork-filled Congressional spending bill is a disgusting abomination. Shame on those who voted for it: you know you did wrong. You know it.

Everything is going to work out exactly how and when it should. There is no need to stress & worry. Be present and enjoy as much as you can. Don't rush anywhere, slow down & choose to see life through the lens of gratitude. Flow. You are blessed. All is well.

And just wait until corps find out they can do a strategic reserve that also generates yield on top of capital gains 😮‍💨

Year/year growth in both headline (blue) and core (orange) factory orders has softened, with latter falling back into negative territory

Performance: index tables and Mag7 chart/table updated thru yesterday’s close

Performance: sectors/indexes yesterday and MTD/YTD

The real issue with deficit spending: Short-term and long-term incentives in the US political and fiscal system are misaligned. Over the near-term, Congress is incentivized to spend MORE and CUT taxes to appeal to constituents for re-election. However, over the long-term, this