The Care for My Wealth Show

Rates out of control? Gov't stepping in to hold rates down.AI Bubble? No...not yet.US Dollar down!  Good for gold and bitcoin.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Energy - breakoutFlows - heavy positiveBitcoin - big buyers been buying!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Naz 100 Futures positioning is HUGEly short. Buy!Insiders buying!New Lows keep droppingBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

BofA Bull BearOilFibonacciBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Bond market confirming no rate hikeGold...buy the dipsUS Dollar - headed downBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

3M - a look at economic activuty that tells a story of strengthNO RATE HIKE COMING. PERIOD.Share buybacks are rampingBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Bubble...not like 1999Investors keep saying Yes to companies raising capitalBuy goldBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Inflation is not the same for everyoneHousingOilBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Bearish Dollar Good for goldVIX and forward returnsBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

CTAs squeezing gold higher?Jobs number sucked. The Fed is NOT going to raise rates.Becareful of labels and arbitrary numbers in maket speakBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Software is NOT dead!Equal Weighted Indexes are telling a good storyGold still trending lower, but a base is now looking for formidableBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Share buyback window opening wider!New all time highs!Invetory to sales ratio at levels lower than the last three recessions. This is BULLISH!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Valutions - Cheapest since 2020! This is NOT the most expensive market ever.NSYE - hitting new highsSTOXX 50 - Europe breaking out for first time since dot-com bubble!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Inflate or Die!Taylor Rule says rates too low!30 Yr Yields still breaking outBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Banks - healthy breakoutDXY - Risk on breakdownGold - Healthy consolidationBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

RATES - market doing Fed's jobRETAIL - Retail army hit the sell sell sell button!BREADTH - keeps getting better as market corrects moves sidewaysBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

FED DAY! Nothing burger.P/E RATIOS - Don't matter as much as you thinkREVENUES - Best ever Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

FED - Could a Fed hike be bullish for equities?KOSPI - still badBUYBACKS - open window is opening moreBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

2 YR Yields suggest the Fed should hike ratesEarnings reporting to change?PEG Ration - cheapest market in decades?Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Banks are doing fine!Businesses are being created!Oil is ready for a pullback.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

RATES - moment of truth might be failing for bond buyers.OIL - Higher she heads into trend resistance. $110 in the cards?US DOLLAR - Dollar loves uncertainty...risk assets do not. $101.59 will be important.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

RATES - US 10YR Yields are at a moment of truth! It would not be surprising to see them reverse and head lower over the next several weeks / months.GEOMETRIC - Value Line Geometric Index. Looks at the "middle stock". If the foundation of the market was cracking it would not look like it does today.BREADTH - While the S&P 500 has consolidated, the percentage of stocks to make a new 52-week high since March has continued to expand, rising from 35% at the S&P 500’s last high to 46%.  Healthy.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

LEVERAGE - Leveraged ETFs only account for 0.25% of US market...and it's fallingVIX - Seasonality is good to know, but not be anchored toBONDS - More and more corelated with stocks. Don't ask how much in bonds you should own, but ask what should I own that don't all do the same thing!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

BANKS - new all time high for Bank Index...not something consistent with a weak marketLEVERAGE - Not what the internet scary charts suggestOIL - Tested at $85...big test at $87-$94Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

OVERDONE - are the high beta names done correcting? GS High Beta Basket hitting levels not seens since 2009. Probably closer to a bottom than a top.ROTATION - positive rotation still happening with cyclicals still leading defensivesMAG7 - not lagging the semis anymore. Are we close to an announcement that the hyperscalers are ready to cut capex?Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

KOSPI - South Korean stock market breaks trendSpace X - Unlock scheduleCapital - a lot of global capital sloshing around in the systemBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

CPI - Breadth falling...good for no hike? Maybe a cut?Strait of HormuzYield Curve - risingBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Oil - doing what I said it might doCPI - deceleration...should not be a surpriseConcentration - we don't have that concentrated of a market. Stop listening to the media. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Mid-TermUS DollarKospiBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Crack Spreads - widening!Put/Call Ratio - max fear yesterday!Earnings momentum - goodBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

US Dollar - weakening?Broadening - Non-AI earnings growth is happeningCoffee - 26 year high price spike. Stock up? Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

INSIDERS - buying techDJTR - Headline risk with Pres Donald J TrumpOil - the bounce is onBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

KOSPI - something wicked this way comes? or buying opportunityTECH - Breadth smells bad. 59% of tech stocks in S&P 500 are in bear territoryS&P 500 Breadth - Hitting All time highs! Makret as a whole not rolling over.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Healthcare - at an important juncture...gettting rotationSentiment - Still climbing a wall of worry as bore bears that bulls show upGold - Not trading well.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Rates - labor and bond markets signaling disinflationHealthcare - rotationOil - crashing...BUT if it is going to bounce, this is the spot that would be more likely than notBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Banks - KBE breakout from 2007 GFC highsGold - Bottoming process...looking like 1973, 2006 now all similarJobs - AI not killing jobs like thought?Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Google - added to the Dow todayFair Value - S&P 500 can reasonably be called a fair vlaue buy right nowLAG 7 - Is this group ready for a catch up trade?Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

GOLD - Dollar Rally would not be kind to goldOil - droppingYield curve - tighteningBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

AI - more profits than you thinkJUNE - markets have not peaked in JuneVIX - expect some volatility Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

YIELDS - inflation and yield highs are likely inMAG 7 to LAG 7CASH - lots of money on the sidelinesBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

South Korea - mayhem or opportunityAI and productivitySame Store sales - growthBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Oil vs SP500US Dollar - like 1995?Valuation vs. ProfitabilityBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

OilUS Dollar - Breakout!Fear - Saul Good...man (Goodman)...for the Better Call Saul loversBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Gold - uglyTransports - testingYield curve - didn't like Warsh commentsBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

FlowsBooming capital issuancecredit growthBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

FedGoldOilBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Copper - growth still expected by the way Copper is tradingShorts - short sellers help market structure, but are also guaranteed buyers.Oil - continues to crash. Support at $75 WTIBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

SpaceX - how much liquidity will get pulled from everywhere elseGold - not looking goodSentiment - healthyBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

1.) Culprit - no culprit, no top2.) Oil - Dumb money is betting hard against oil3.) CPI - decelerationsBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

Oil - Not like 2008, 2022Top - Not seeing typical ingredients to a major market topBubble - Not in equities, but in soverign debt issuanceBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.