Biz memes had their day and market is nearing ATH with the start of big tech earnings with TSM and NFLX to likely beat tomorrow and push the Nasdaq higher into next week. Bank earnings were solid and are also hovering near ATH - see BAC, JPM, etc. American Express earnings also coming up which should show how small business is doing. I think we are going higher boys but as a precaution go long rare earths, nuclear, defense, crypto and metals as a hedge. Orange juice and copper also shot up recently - something to keep an eye on. Interesting that VIX got near 19 on the fake Powell firing news and then immediately went down to 17 when The Don shot it down


Stay Safe
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