If not for the tariff FUD (fear, uncertainty, and doubt) I’d be 125% long right now. Looking out to today’s sea of green following a rout, it appears to be busting loose. I identified this early and quickly upped our allocation to about 64%, with all day trades at a profit as of the close....Read More

Markets went up today, but the internals collapsed after Sec Bessent said negotiations with China might take 2-3 years — an absurd statement bordering on the ribald. I don’t know why they do 5 pressers per day, with each one of them intent on saying things to jar markets. In spite of all that, we’ve...Read More