To The Moon

Demand for Electricity (from Google Gemini) The demand for electricity in America for the next 5 years is expected to rise, but there are different estimates depending on the source: Moderate Growth: The U.S. Energy Information Administration (EIA) forecasts a moderate increase in electricity consumption. They predict a 3% rise in 2024 and a 2% increase in 2025. This growth is attributed to factors like:Warmer weather leads to more air conditioning use.Expansion of data centres, which are major electricity consumers. Faster Growth: Grid Strategies, a consulting firm, presents a more upbeat outlook. Their report suggests a 4.7% increase in nationwide electricity demand over the next five years. This higher estimate considers:Growth in new manufacturing and industry.The significant rise in d

It's the second week showing signs of reversals - Bottoming is an event while tops are a process, is this the case?Last week the shooting star was for $NASDAQ 100(NDX)$ , this week was muted for $S&P 500(.SPX)$ and NDX; and several technical indicators are showing higher than usual temperature.How will those signals coexist with July seasonality?Technicals are overheated, and price action ended muted the weekDuring the last month, $iShares Russell 2000 ETF(IWM)$ and $DJIA(.DJI)$ moved down in consistency with bearish reversal charts analyzed in this newsletter. During the same period SPX and NDX continued moving up, mo

In my latest weekly report I highlighted how the US dollar is currently well-progressed into a compression trade — making higher lows, lower highs, coiling into a tightening range and with a crunch in FX market implied volatility to multi-year lows.This is one of those calm-before-the-storm moments for the US Dollar.But one thing a compression trade does not tell you in and of itself is what direction it resolves in… and by the way, compression trades usually resolve explosively with a big move and usually see a major trend change.That brings us to this week’s chart — FX market valuations.The chart below shows my composite valuation indicators for Frontier, Emerging, and Developed market currencies (all vs the US Dollar). On all 3 counts, they are showing up as cheap vs USD… or put differe

We are about to enter the best seasonal period of the year for US stocks. Historically, the 1H of July is the best 2-week stretch on the calendar. The $NASDAQ 100(NDX)$ has finished positive for 16 straight July’s with an average return of +4.6%. $NASDAQ(.IXIC)$ $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2409(NQmain)$ $ProShares UltraPro Short QQQ(SQQQ)$ $ProShares UltraPro Short QQQ(SQQQ)$ Imagehttps://x.com/Marlin_Capital/status/1807069300492263506

The S&P 500 Equal Weight Index $Invesco S&P 500 Equal Weight ETF(RSP)$ has performed worse than the S&P 500 Market Weight Index $S&P 500(.SPX)$ by the widest margin in at least 34 years during the first half of the year.Factors that contributed to such underperformance.1. Sector Composition: The Equal Weighted S&P 500 gives equal weight to all companies in the index, which may result in overrepresentation of sectors that are not performing well compared to the Market Weighted #SP500, where companies are weighted based on market capitalization.2. Stock Selection: The stock selection process in the Equal Weighted S&P 500 may have included companies that did not perform as well as the

#LLY Eli Lilly and Company (LLY $Eli Lilly(LLY)$ ) has taken the healthcare sector by storm this year, with its stock price soaring over 97%. Recent news, positive FDA developments, and strong fundamentals paint a compelling picture for continued growth. Let's delve deeper into the factors driving bullish sentiment on LLY. Recent Wins and Regulatory Tailwinds Lilly recently secured a key victory with the FDA panel's endorsement of donanemab, its Alzheimer's disease treatment. This positive development paves the way for potential FDA approval in the coming months, opening a massive market opportunity. Additionally, news of potential Medicare coverage expansion for GLP-1 weight-loss drugs, including Lilly's Mounjaro (Tirzepatide), could significantly

Ex-dividend this weekCisco Systems $Cisco(CSCO)$ Bristol-Myers Squibb $Bristol-Myers Squibb(BMY)$ ImageCisco Systems $Cisco(CSCO)$ and Bristol-Myers Squibb $Bristol-Myers Squibb(BMY)$ will both pay dividend on JUL5, current yield are 3.4% and 5.8%, respectively. https://x.com/DividendWave/status/1807290468465844709

$Tesla Motors(TSLA)$ During the last two weeks I mentioned that a breakout was the most possible outcome for the Bollinger squeeze. Subs know why.After a decent rally, Tesla set a daily shooting star on Friday, with overbought Stochastic and above the higher Bollinger band.20DMA is the usual reaction.Click in bio for more references of the key lines to watch. $Invesco QQQ(QQQ)$ $E-mini Nasdaq 100 - main 2409(NQmain)$ $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2409(ESmain)$ Imagehttps://x.com/S