My thoughts on inflation, oil, gold, and what may cause the correction everyone thinks will happen. foxbusiness.com/video/63506875…

Powell says high longer - yeah, market said it already knows…

#artcollector If you just made a fortune being short the 10 year and long gold - here is one of the finest Maxfield Parrish paintings from his later years. I can't afford it. christies.com/en/lot/lot-647…

I was just asking Julia Cordova why nobody is getting excited about the 10 year - and today's headline...I'm excited. Only got half of what I wanted back in October.

If I just had a bigger garage.... great deal for a young buck on Wall Street - classier and cheaper than a Lambo... sbxcars.com/auction/3/1990…

So true - and people wonder why I don’t own much foreign stock. fortune.com/europe/2024/04…

I would say BA is simply a trap, not necessarily a value trap...cnbc.com/video/2024/04/…

Sometimes familiar names are not a sure thing: youtube.com/watch?v=f7kMwt…

RIP

Sometimes hedge fund positioning should be considered…

Are people so lazy they can't learn to trade options....

My morning thoughts: will the Fed be bullied by markets? Will everyone sell the news? foxbusiness.com/video/63621076…

Berkshire Hathaway continues to cut significant equity stakes by reducing its holdings in $AAPL by 25% in Q3. “For Warren Buffett, this is a classic move,” Portfolio Wealth Advisors president Lee Munson says. “He’s a contrarian.”

Friday the 13th and scary MAG7 valuations. What I like and don't. youtu.be/p6tN4w3DiO0?si…

“We’re not going to settle for that" - so, I will get an entry point to be long more US equities, more 30 yr Treasuries...thanks Powell

Trade war or inflation? Top two risks. Will policy next year support or diminish those two fears?

It would be annoying if every time you mention high valuations, people claim you said 80% crash. apple.news/Anzh-SHSlT1KXL…

Some free advice - don’t trade on the last two days of the year… unless the 10 year is at 5%, or the SPX hits 5700 or 6200. It’s time to complete your post-mortem for the year.

So, more housing stock for Americans? Sounds good to me: Canadians Cashing Out Their American Vacation Homes apple.news/AMyJiDAOfQxumi…

Rebalancing today...