Yesterday's Sentiment Number - No Bueno, why would improve.

Cheesecake Factory Fun with Apes @ GME, DOA 007s back and prancing.

It's terminal.

Escape velocity for the "Recession" - Max Q, breaking up over the Atlantic.

Depression.

Suddenly Target is over-supplied, whilst the Babby Food SHortage and
Feminine Hygiene Products appear to be expanding.

Powell's Depression is moving along nicely.

Demographics?

The Poor and lower to Middle Class are no longer spending on Aspirationals.

Target is now a luxury brand for 71% of Consumers.

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The 711s all sold off a bunch, they've been in Distro for some time.

We had looked forward to Higher Fills near 4022.... Noam Chomsky's
"Hope" tome rang true again. A solid read if you're into reading. You
won't find it on Tik Tok. Becky, however... utterly priceless.

Sector Rotation blew up, only XLE survived... the rest croaked.

UAE coughed up 150K barrels of extra Crude. Crude Futures... higher,
of course. CA Gov decides to give away Pump $'s. Only in Cali, does
your Gov provide more of Noam's hope.

Natty... now contains hazardous "Air Pollutants that may cause Cancer"

Metals... Down - the inflation trade requires you now flip your 201K to
a 408 and own GOLD.

You First.

Commods, in particular Grains... dumped.

Cotton Kills in Nuclear Winter.

Recessionary Farce, Depressionary Force.

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Micros are Oversold, panic ahead of the 4th... or further Consuelo.



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