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Sunday, July 10, 2022 12:09:38 PM
Lower . Neil’s is the smartest hedge fund guy out there .
The Cinderella story will only start once earning season
Starts and number aren’t as bad as expected .
If companies lower there numbers then another 10 percent
To 20 move is in the cards .
Once again be nimble and if you made money in the
Last run take some profits .
Neil’s makes a good case for the next selloff .
Fed will raise .75 in July and this week cpi
Reports .
I think it’s not a as bad bc I see the Restuarant and bars slowing Down to a halt on Longisland. Rich areas are doing well tho .
Airline report this week and the numbers should be good .
But companies like upst have lowered the numbers .
After seeing the restaurant slowing this month and specially this weekend ,I’m betting Neil’s makes a strong point that now is Not the time to be aggressive .
If your to early you lose your shirt here .
The fed 75 is baked in the cake and in a slowing earnings
And the market sells off again .
Believe it or not this could be positive for a soft landing .
I’m starting to think I’m a little early here .
Watch bitcoin to be a leading indicator for a selloff .
There is a lack of conviction in the markets .
If the selloff begins then this will be the last one .
We are more in a wait a see . If cpi drops this week
Could start a strong rally but I think we have to wait until
Next month to start a cinderella story .
Neil’s says the dollar is strong and numbers need to be lower.
Money is moving to china - kweb . This is a better bet he says .
We have to wait until the fed cycle is closer to ending .
Dollar cost averaging works down here .
Shorting rally’s works too but that’s not for everyone .
Good luck and hopefully everyone is still in the game .
I promise this , the next rally will be long lasting a very profitable
Once we get passed this mess
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