Can see inflation moving in step with oil. Markets won’t be able to rebound until these pressures come down.

If AI and growth are the reason for high US yields wouldn’t you expect it to be the same in China? And they’re also dealing with inflation from high oil prices. 🤨

The 5 year price chart of Live Cattle… about time the price of steak in the grocery store comes down a little bit 🙏

And inflation is about to rock the American consumer and purchasing power

I used AI agents to determine the top stock in each of the top four performing themes. The agents looked at company fundamentals, chart technical analysis, and thematic fit. Here are the results: 4. Defense and Security: $CACI 3. Batteries and Energy Storage: $AMPX 2. Nuclear Energy: $URNM 1. AI Infrastructure: $MRVL Follow along for more stock research!

I mean look at the year you’ve had if you’ve been invested in Semis… and the US is still trying to grow their semiconductor production so they don’t have to be reliant on imports. Two names we like for this theme are $AOSL and $RMBS

Are we done yet or is there more to go? Real yields have fallen every day during this rally, one of the main driving forces. If we see real yields on the short end turn negative, we think ES goes to 7500.

The curves as showing elevated chance of recession

Stocks might be improving but there’s still underlying factors in the market… oil at $100, short term, inflation expectations, and real rates at 2% make it hard to get too confident

Only down 5% from all time highs… only 9% at the low. With oil at $113 lol

Something is not adding up… how are people bullish with oil at $109 a barrel?