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This report started out like any other. A geek doing his geek-like thing, managing what has been a thus far successful market phase. But as the report wore on, my views got right-sized in real time. I have not edited (other than grammar and some untoward wording, etc. and the italicized summary inputs) anything, so as to leave the progression of my learning on the fly intact for your review. It is published publicly with slight edits and certain actionable subscriber content redacted.
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It’s a good day so far! Let’s keep an eye on EFA, the ETF dedicated to equities outside North America. It’s down over 1%, sure, but the important thing is that it’s on the cusp of a trendline failure.
Happy New Week, everyone, as we can now anticipate SpaceX’s rollout just next Friday, which is going to be like a black hole drifting through the solar system. As I’m typing this, equity futures have morphed from all-green to all-red, albeit very lightly so. They are hardly worthy of commentary.
An outstanding interview with an exceptional thinker:
