$Trump Media & Technology(DJT)$  no. Trump is having too much fun. He's getting his revenge on the establishment. And playing golf. He's going to amp up in the coming months. Buckle up for the ride 

Tesla yesterday was an object lesson on market chasing mirage. First down six percent, some correction. Then up five percent because musk is leaving doge. Not. So down five percent again. Nothing has changed about the company dudes!!

How is bitcoin digital anything? It’s Vapor and imaginary. The longest running bubble of all time

$NVIDIA(NVDA)$  market is way oversold. Have some coffee, play some video games. Turn off the screens 

Tesla with or without musk is done. Best would be to merge it with a china ev company 

Yes, we are going back to chalk boards and abacus. Reign of computers is done

$Apple(AAPL)$  what intelligence? What AI? Apple is seriously behind. 

Wait for all the bad news to come out. Then the company will announce the fixes. Then buy 

$NVIDIA(NVDA)$  nothing. The entire sectors toxic for the time being. 

$S&P 500(.SPX)$  watch the bond market. The strongest signals will come from there for the foreseeable future. The actions of sovereign buyers and large institutional investors in participating will set prices and yields. if bond prices continue to fall, be prepared for a break in the yield curve. And that could trigger a bloodbath in equities. Unless of course, the current tariff chaos is swiftly shut down.

Big red flag. Crazies are out. Stay home. Wait for the all clear to sound 

Yes! With a feather! Beat it to bits

$Visa(V)$  continued growth and performance . Should see350 

Crypto volumes are heavily manipulated. If you're a billionaire go for it. Otherwise stay far far away 

It's statistically interesting that he was successful for so long. He should have failed more often going by the odds. Well wish him bob voyage! 

Trump is pushing Powell to reduce rates. But international buyers of US Treasuries want a higher risk premium. Maybe 5 percent may be higher say 10. And if these yields aren't available? Well they'll retreat from Treasuries which will then become overwhelmingly owned by domestic institutions! Banks may end up holding large chunks of low yield bonds. It's happened before could happen again. Unless Trump manages to do a crypto switcher . Now that would be something!!

Gold at $4k is not unreasonable. As USD dilutes its reserve currency status, US Treasuries lose safe haven status and so what's the obvious solution? Yup. Gold 

China needs a better narrative. Recently China warned nations that it would retaliate if they struck trade deals that went against its interests. China needs to understand that selling to the US made many countries rich and served as the tide that lifted all boats in an economic sense. China's contribution has been low cost goods which enables consumers to have a decent standard of living, but which results in large trade deficits for most countries. If US purchases decrease, exporter countries will become poorer. Hence, countries may end up forming coalitions to protect their fund outflows. China imports will be one such target. Hence, China stocks are not the safe haven, next great thing that people assume them to be. 

$Tesla Motors(TSLA)$  let's see the earnings and then the chatter can resume