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Alias Born | 01/28/2018 |
Tuesday, July 12, 2022 11:53:21 AM
The selling is finally slowing .
So many stocks are 1/2 sales .
Ual is 1/3 sales . Grwg 1/2 .
We always have to remember the longer something goes
Down the longer it goes up .
Tomo Dal reports . Should have good numbers
AAL sees higher revenues in q2 .
We never got the flush but if cpi
Is high tomo then stocks have a slight problem
For the next 2 weeks .
This will be peak inflation as oil is holding 100
But if cpi is lower which I’m thinking
Then let the rally begin .
Jpm Thursday will have good numbers too
Be nimble and quick .
I’m betting lower cpi as clothing sales
And Walmart need to lower inventory .
Chips are improving so car sales should stabilize .
Meat has stabilized or if not lower .
Gas and oil came down
So good chance cpi will comedown .
Airlines hotels Airbnb car rentals will increase prices .
But this all ends in sep Oct . Pent up demand will normalize .
Everyone is getting COVID because we are open so by Oct it’s
fully over if it’s not already .
China make a mistake by shutting factories down
And then the supply chain will shift
T o other countries. Retires need money so they go back to
Work . Inflation ends quickly as Europe goes thru
A painful recision and we barely get a cold .
Fed ends at 2.5 to 2.75 and pivots .
Stocks take off bc there is no other place to put your money .
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