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To: skinowski who wrote (3330)	11/4/2025 9:08:49 AM
From: robert b furman	Read Replies (1) of 3727

Hi Ski, It has been a long run and the market is showing a deterioration in breadth and an excess valuation in the megatrends. It is a rollover or a head falke, as a prelude to a breakout which would more than likely usher in a euphoric top blowout. Trump's tax assistance to the lower income earners has time before the benefits are felt. Guessing there is a lag after bigger take home paychecks are seen, we could see a dip that resets this high valuation time period. Breeze's upper keltner has been a third rail for a long time. It's a headfake backtest to a breakout or a roll over with a possible retouch to the upper keltner. The 30 day clx average is drawing near zero (+.43) after 6 days of being positive. Before that it had been negative for 22 of 23 trade days. That is a possible set up for a corrective wave. The beginning of a corrective wave. or the end of a B wave with another long C wave in negativity about to turn down. There is enough time to fit in a 3-10 percent corrective wave. Many stocks and indexes have that 3 wave roll over with a 4 corrective next and then an explosive 5 wave that takes us into and thru 2026 with tax benefits for mainstream workers and huge depreciation write downs for onshoring corporations. I'm girding myself for a reset which could make for an ugly Christmas in stocks with a working resilient consumer who has work and job security for skilled trades building out AI and AI Power infrastructure. Telecom stocks got caught up in a bidding process over the AI buildout expectations, and are coming down slowly. VZ can be bought today and it is yielding just shy of 7%. I can still remember October of 1988 to February of 2000. The semis rocked relentlessly - is AI the new semi/ Dot.com? Suddenly Cisco announced orders fell off a cliff. and wrote off 52 billion. Machines were double ordered - they vaporized. Will data centers be empty due to lack of electricity to power them? Will that be the excess dark fiber of 2000, it took years to utilize and light up? Good fodder for that wall of worry. Protracted uptrends are so much fun to ride. I have to salivate as blue chip corporations get cheap in price and high in dividend yield, even though they will benefit greatly from the AI buildout. Thanks for all the great posts and charts on your Clown Free Zone-wiggle space thread. I'm getting the feeling were due for a wiggle or 30. <smile> Just so Chief doesn't have to: I'm worrying too much. I always do when I see the CLX numbers approaching a possible inflection point - I see it possibly coming in the short term clx numbers on Breeze's chart. A plethora of caution is entering my mind. Bob

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