Replies to post #14456 on Viewer's Choice

[littlejohn]

Institutions made a ton off sold call action

when dumping all tech stock

prices down together...

Need to pick the creme of the crop

to rise after they have stopped selling...

It is how institutions can hold positions

long term and improve returns...

So we watch...LJ

[littlejohn]

Oil price dropped with traders dumping war

premium on expectation of Gaza

war slowing that may not happen...

Bogus higher demand spinned in early

2024 now meets period when real

demand should start growing...

And at the same time as heat in Arab

nations uses more fuel to cool and

lowers supply to export elsewhere...

Stupidest looking prop and flop of oil

prices in 2024 by trading powers...

Makes it hard to estimate where true

values for companies shake out in

the oil/gas sector...

Weekly inventory change came due to

increased net oil imports for week...

Trucking traffic on highways being high

now doesn't indicate lower demand

in that distillate area...

So we watch...LJ

[littlejohn]

FED may try to run Dems out of office

by putting off rate relief later

than June...

July would seem latest to get ahead

of growing unemployment when campaign

spending is over and masses of staff

get pink slips...1% surge then?...

September would be too late...

The big wage inflation in union wages

pushed for by the gov't last year is

built in and won't be dropping...

Inflated growth numbers put out in

1st quarter looked a little higher than

Main Street reality too...

FED seems to be trying to paint a

pretty picture of things being better

than they may be...


So we watch...LJ

[littlejohn]

Etsy and Sbux found a weak 1st quarter

in consumer spending, despite Gov't

data spin that things were strong...

https://stocktwits.com/DonCorleone77/message/571486259

lol, hard to believe the gov't spinsters

get in front of mikes and say odd

things about good times now...

Houston, we have a reality problem...

So we watch...LJ