ES Journal - 2023/2024

Who wants to buy the dip with SMCI?

(Down 22%)

 

ai bubble is done, ai algo may stay, just like everything in life.

 

Kroger at $44 is looking better and better now isn't it? 30% anyone?

Edit: where's that picture I post last Fall? The one that shows Kroger outperforming every stock on the S&P since 1991?

Edit 2: Here it is--- 3262% ... add a few more % to that now.

 

Be wary of Kroger. If you have it, sell it, and wait for the dip that will come in 2025. (It has to do with delivery ballot initiatives.)

Hear me now and believe me later.

 

Currently there is no obvious reason to be short in my view.

 

Maybe not right now if flat, but surely the market's in a correction now?

Less than 200 points and we're back to last year's close on ES / SPX.

NDX almost there already.

 

subtracting 1y yield at 5.172, big 3 are already in the negative territory. that's why i long 10s.

 

Small gap up (Sunday)

 

Of course not. That is why you have LONG hair.

How about that, B1? When you feel you should be long, you use your current avatar pic, and when you feel it is time to be short, you switch it to a pic of David Bowie or something? Keep it subtle.

 

He has already been following that exact process for a long time..