been a minute ladies & gentlemen
some random thoughts this morning
• What am I watching keenly - bond market yields & upcoming FEDs reaction. FED always follows yields. Which means if these yields are not controlled, higehr rates are coming. And that will wreck havock. Trump / Warsh can avoid that for few weeks but oif CPI continues to rise (if war doesnt go away), then we are all in for a chopsolidation in teh amrket for a while. But remember FED hates hiking rates. and especially Tru,p & Admins
Writeing it more on the weekly article - do give me your thoughts
May 23, 2026 184
