The Care for My Wealth Show

BANKS - new all time high for Bank Index...not something consistent with a weak market LEVERAGE - Not what the internet scary charts suggest OIL - Tested at $85...big test at $87-$94 Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

OVERDONE - are the high beta names done correcting? GS High Beta Basket hitting levels not seens since 2009. Probably closer to a bottom than a top. ROTATION - positive rotation still happening with cyclicals still leading defensives MAG7 - not lagging the semis anymore. Are we close to an announcement that the hyperscalers are ready to cut capex? Become a supporter of this podcast: https://www.sp...

KOSPI - South Korean stock market breaks trend Space X - Unlock schedule Capital - a lot of global capital sloshing around in the system Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

CPI - Breadth falling...good for no hike? Maybe a cut? Strait of Hormuz Yield Curve - rising Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Oil - doing what I said it might do CPI - deceleration...should not be a surprise Concentration - we don't have that concentrated of a market. Stop listening to the media.  Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Mid-Term US Dollar Kospi Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Crack Spreads - widening! Put/Call Ratio - max fear yesterday! Earnings momentum - good Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

US Dollar - weakening? Broadening - Non-AI earnings growth is happening Coffee - 26 year high price spike. Stock up?  Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

INSIDERS - buying tech DJTR - Headline risk with Pres Donald J Trump Oil - the bounce is on Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

KOSPI - something wicked this way comes? or buying opportunity TECH - Breadth smells bad. 59% of tech stocks in S&P 500 are in bear territory S&P 500 Breadth - Hitting All time highs! Makret as a whole not rolling over. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Healthcare - at an important juncture...gettting rotation Sentiment - Still climbing a wall of worry as bore bears that bulls show up Gold - Not trading well. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Rates - labor and bond markets signaling disinflation Healthcare - rotation Oil - crashing...BUT if it is going to bounce, this is the spot that would be more likely than not Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Banks - KBE breakout from 2007 GFC highs Gold - Bottoming process...looking like 1973, 2006 now all similar Jobs - AI not killing jobs like thought? Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Google - added to the Dow today Fair Value - S&P 500 can reasonably be called a fair vlaue buy right now LAG 7 - Is this group ready for a catch up trade? Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

GOLD - Dollar Rally would not be kind to gold Oil - dropping Yield curve - tightening Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

AI - more profits than you think JUNE - markets have not peaked in June VIX - expect some volatility  Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

YIELDS - inflation and yield highs are likely in MAG 7 to LAG 7 CASH - lots of money on the sidelines Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

South Korea - mayhem or opportunity AI and productivity Same Store sales - growth Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Oil vs SP500 US Dollar - like 1995? Valuation vs. Profitability Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Oil US Dollar - Breakout! Fear - Saul Good...man (Goodman)...for the Better Call Saul lovers Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Gold - ugly Transports - testing Yield curve - didn't like Warsh comments Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Flows Booming capital issuance credit growth Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Fed Gold Oil Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

Copper - growth still expected by the way Copper is trading Shorts - short sellers help market structure, but are also guaranteed buyers. Oil - continues to crash. Support at $75 WTI Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .

SpaceX - how much liquidity will get pulled from everywhere else Gold - not looking good Sentiment - healthy Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support .