Why Isn’t the Market Down More on Higher Interest Rates? The reason is not that the market is fine. The damage is hidden. This is why breadth is so poor, but the indices don't crack. pro.thestreet.com/market-com…

Nobody Wants to Be Short an Iran Deal. That Doesn’t Mean They Believe It. Bounce action on Friday was due to positioning in case of positive Iran developments. pro.thestreet.com/market-com…

Market better on this---IRAN GAVE US HORMUZ REOPENING TERMS VIA QATAR — AXIOS SOURCES - AXIOS

The most important issue right now is that $TLT is still sinking. 40 highs to 140 lows out of the gate.

Hope of Iran Deal Bounces Stocks But Can’t Fix Oil or Bond Problems Stocks spiked on a headline about progress in the Middle East, but the issue is what did not move. pro.thestreet.com/market-com…

The spikes in interest rates today are really nasty. Look at that $TBT bar

We are now at 65 new highs and 371 new lows

How do you sleep 9 1/2 hours a night? I can't sleep longer than 7 hours no matter what I do. I wake up at 5 am every day regardless of what time i go to sleep. Maybe it is just conditioning after doing it for so many years

Stocks above their 20-day MA = 20.51%. If the major indices ever actually pull back, this indicator will get extremely oversold faster than you can pour a cup of coffee.

I guess we just spiked on this---The potential first step would see Iran reopen the Strait of Hormuz in exchange for Washington lifting its economic blockade, potentially alongside access to frozen Iranian assets. The main obstacle remains sequencing: neither side wants to surrender its leverage first, leaving negotiations fragile.

10 Ways I Handle an Ugly Market (Including the Great Sacrifice) Here’s my strategy for days like this, including how I make a shopping list, buy and take profits. pro.thestreet.com/market-com…

30 new highs 192 new lows. That doesn't look like a bull market

Interest Rate Worries Trap Bulls and Gain Momentum Numbers are pointing in the same direction, and it is the wrong one for stocks. pro.thestreet.com/market-com…

$ORCL is worried that contractors won't be able to deliver a New Mexico data center on time and is positioning to withhold payments This likely will spill over into the data center group. $BE is already being hit. Oracle sends Blue Owl force majeure over New Mexcio data center, Bloomberg says Oracle (ORCL) sent Blue Owl Capital (OWL), the developer of its data center being built in New Mexico, a notice citing force majeure,

Superintelligence Is Entering Its Third S-Curve. Here’s How to Profit. SI will destroy and create major economic shifts. Let’s discuss the emerging investment opportunities. $META $CRCL pro.thestreet.com/market-com…

Financing the AI buildout will total $10.3 trillion from 2025-2032, or an average of 3.63% of US GDP each year. That "would be larger relative to the economy than the major US canal, railroad, electrification, highway, & telecom investment booms." brookings.edu/articles/finan…

$META is getting a lot of love right now but I bet that Muse will have some very serious competition coming. Everyone will be rolling out their own versions very fast. Ironically AI is speeding up the process of creating more advanced AI. We should see a Claude version first

Today was only the second time in the history of SPY where ▪ "NYSE New Lows" was 12% or higher ▪ SPY was within 1.5% of all time highs And would you like to see how SPX did over the next 55 days last time? I fucking thought so. [h/t to @BenKizemchuk for the concept&data]

I used the term "Super Intelligence" rather than "Artificial Intelligence" today. It is amazing how many folks are triggered by that. The good news is that there will always be someone to take the other side of my trades.

Breakout Buyers Caught in Classic Bull Trap The problem with traps is that they don’t seem like traps until it’s too late. pro.thestreet.com/market-com…