1st worked on Wall St summer '65. Recovering securities lawyer. Trading for a living 45 yrs. Not investment advice, don't be silly. 🇮🇱 linshek lei et hitchat
Joined October 2010
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"You are never as smart as u think you are when you are making money or as dumb as u think when losing"
Defensive sectors that supported breadth when $SPX struggled from tech concentration are now retreating, reversing that support. Higher Treasury yields are a big part of the problem in NYSE breadth,
Scarlett & Carter's BaPa retweeted
Very nice scoop from @MotherJones, but missing a bit of flavor. Anna Paulina Luna has become Kirill Dmitriev's agent of influence in U.S. Congress and she routinely insists Ukraine is the real obstacle to peace and Russia is the best friend America just hadn't made yet. Bet you'll never guess who her husband's drone company, Nocturnal AI, partners with to boost its bottom line and secure those lucrative Pentagon contracts. Wait for it... motherjones.com/politics/202…
$SPY Any rallies continue to be contained by the Anchored VWAP from the close on Tuesday. Break above it this afternoon?
If you don't believe that Trump would interfere with the midterm election results think again. The DOJ filed to block certification of Alaska's Senate results IF the Republican candidate loses. Should be rejected as not an actual case or controversy. cnn.com/2026/10/23/politics/…
Scarlett & Carter's BaPa retweeted
Seventy years ago, Europe and the entire world faced a very important and, in many ways, decisive crossroads, when the people of Hungary rose up for freedom and against the Soviet system. The courage and love of freedom shown by Hungarians proved remarkably strong, and they still amaze all of us in Europe.
Unfortunately, the world did not make the strong decisions needed to help them at that time. This led to further decades of totalitarian rule across much of Europe, which ended only with the revolutions of the 1980s.
The year 1956 could have changed a great deal. This lesson now gives us grounds to say with absolute certainty: when people show courage and love of freedom, it is worth supporting. It deserves support everywhere in the world, so that freedom grows.
I thank everyone who remembers history, honors people's courage and love of freedom, and does not shy away from decisions when decisions are needed. We honor the heroes of the Hungarian Revolution of 1956!
Trump will continue to find it difficult to speak.
Cook ratings change - US House 2026
CA-21 Likely D → Solid D
CA-13 Lean D → Likely D
TX-28 Lean D → Likely D
AZ-06 Toss-up → Lean D
CO-08 Toss-up → Lean D
NC-11 Toss-up → Lean D
TX-34 Toss-up → Lean D
VA-02 Toss-up → Lean D
WI-03 Toss-up → Lean D
KY-06 Lean R → Toss-up
TX-35 Lean R → Toss-up
AK-AL Likely R → Lean R
AL-02 Likely R → Lean R
AZ-02 Likely R → Lean R
CO-04 Solid R → Lean R
NV-02 Likely R → Lean R
TX-23 Likely R → Lean R
NC-03 Solid R → Likely R
NC-13 Solid R → Likely R
All 19 shifts favor Democrats.
Beats expectations but is the second worst reading in its history.
U.S. CONSUMER SENTIMENT BEATS EXPECTATIONS, INFLATION FEARS RISE
October's final University of Michigan consumer sentiment index came in at 48.0 vs. 46.3 expected, but remained below September's 48.1.
🔸 Current conditions: 46.7 vs. 50.9 prior
🔸 Consumer expectations: 48.8 vs. 46.3 prior
🔸 1-year inflation outlook: 4.7% vs. 4.6% prior
🔸 5-year inflation outlook: 3.5% vs. 3.4% prior
Scarlett & Carter's BaPa retweeted
U.S. DEPARTMENT OF ENERGY ANNOUNCES AUTHORIZATION OF EMERGENCY EXCHANGE OF UP TO 400,000 BARRELS OF CRUDE OIL FROM SPR TO ADDRESS CRUDE OIL SUPPLY DISRUPTION AFFECTING PHILLIPS 66 LAKE CHARLES REFINERY IN LOUISIANA
Scarlett & Carter's BaPa retweeted
U.S. S&P GLOBAL OCTOBER FLASH COMPOSITE PMI AT 57.6 (VS 58.4 IN SEPTEMBER)
U.S. S&P GLOBAL OCTOBER FLASH SERVICES PMI AT 57.9 (FORECAST 58.0)
U.S. S&P GLOBAL OCTOBER FLASH MANUFACTURING PMI AT 56.0 (FORECAST 55.5)
Idle thought #099: In volatile mkts, it is best to discount one's own opinion and remember the words of Jim Morrison: "Keep your eyes on the road, your hands upon the wheel."
Pre-mkt look at S&P Sectors sees broader, if mild, declines this morning. Many of the defensive names are subject to a 'too far, too fast' pullback.
The probability of today being green based on data from @AlmanacTrader is 71.4%. It was 66.7% yesterday and it didn't help. Seasonality has been an iffy influence for the last several months.
No one under 70 truly appreciates how close the world got to nuclear holocaust in October, 1962. On Oct. 22nd JFK addressed the nation revealing the presence of Soviet nuclear weapons in Cuba. I remember saying "goodbye" to a friend that evening. It was that close.
The threat of election interference/denial continues to grow.
🚨BREAKING: Attorney General Todd Blanche on Thursday said the U.S. Department of Justice (DOJ) might launch more California-style lawsuits to block states from counting ballots for the midterm election. democracydocket.com/news-ale…
$SOXX Semi ETF declined by an impressive 6.79% introducing itself to its 200 day SMA for the 1st time since June, 2025.
Scarlett & Carter's BaPa retweeted
BofA Hartnett: long-run UST returns worst in past 100yrs $TNX
'buy humiliation'
Scarlett & Carter's BaPa retweeted
Valuation concerns are extending to the biggest players in the private markets with OpenAI's valuation in its latest funding round being trimmed to $1.25 trillion from $1.40 trillion.
Still that represents a nearly 50% increase from the $852 billion in its March funding round.
OpenAI, which is seeking to raise around $30 billion in a fresh funding round, is now targeting a valuation of $1.25 trillion during the final stages of negotiations, according to sources bloomberg.com/news/articles/…
