4 replies to this topic

[slupert]

layoffs in Friday on a strong market day. They sold the hyper-scalers last time because of Capex, PE ratios have come down since then, we should be headed closer to a top if not this week. FWIW I think Jay is lucky to be getting out when he is, the inflation, slower growth the Bad Billionaires Bill will maybe hold us until the Fall, and Wall Street will see that coming. I hear our economists saying  we only need the pathetic job numbers we achieve now to sustain the economy,  do we not need as much taxable revenue as possible to help with our debt don't we? Are we just going to forget about that. !0% of the people are spending 50% of the money.

   I think after reaching a top, which could even be around 7200,I think the market  trails off to June, it might retest 6850. Late May is usually when I get back in the semis. so lets see what happens then.. JMHO

[slupert]

Kevin Warsh is a gutless worm, he was scared to disagree with anything Trump will be doing, he even couldnt  lost the election in 2020.

 

 

Watch: Elizabeth Warren grills Kevin Warsh about his financial assets, independence from Trump

[redfoliage2]

From his congressional hearing it looks Kevin Warsh would like to shrink the current Fed balance sheets before anything, that may cause some money moving into T-bonds from stocks in May........................  

Edited by redfoliage2, 27 April 2026 - 09:42 AM.

[slupert]

From his congressional hearing it looks Kevin Warsh would like to shrink the current Fed balance sheets before anything, that may cause some money moving into T-bonds from stocks in May........................  

I think bond yields will remain non-compliant.

[ZIDANE]

All dips will be buying opportunities. We are now in a parabolic phase which should take the markets up another 15-20% higher from current levels at the very least before any meaningful top is in place.

Watch the sky!