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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (29612)	7/1/2021 7:02:06 PM
From: ajtj99	1 Recommendation Recommended By isopatch Read Replies (1) \| Respond to of 96621

The Fed effectively reversed 8-months of QE when they started paying interest on the reverse repo's in June. The increase the past week alone in reverse repo's negated all of July's Q/E of $120-billion and then some.

To: Jacob Snyder who wrote (29612)	7/1/2021 7:12:57 PM
From: Jacob Snyder	3 Recommendations Recommended By ajtj99 Lou Weed towerdog Respond to of 96621

From today’s Wall Street Journal: The fast spread of the Delta variant of the coronavirus in much of the world is thwarting plans in many countries to lift lockdowns and reopen economies, a major setback to efforts to contain the global Covid-19 pandemic. The variant’s spread has heightened a likely feature of an extended global pandemic: the contrast between poorer unvaccinated countries where hospitalizations and death rates are surging and highly vaccinated populations where the link between rising case rates and serious illness has been largely broken. Washington Post: Mississippi has fully vaccinated only 29.8% of their population. The pace of vaccination is so slow, it will take till mid-2022 to reach 70%, the minimum for herd immunity. My comment: the Delta variant may require 90% vaccinated for herd immunity. I know, everyone wants to be done with the virus, but the virus is not done with us. Get vaccinated.

To: Jacob Snyder who wrote (29612)	7/2/2021 6:03:17 PM
From: Jacob Snyder	1 Recommendation Recommended By ajtj99 Respond to of 96621

In a recent survey of 750 U.S. individual investors, Natixis Investment Managers found these people expect to earn 17.3% this year, after inflation. That might not sound like pie in the sky. The S&P 500 returned 18.4% last year, counting dividends, and is up 15.9% so far in 2021. Recent past returns always mold future expectations. Over the long run, however, the people in the Natixis survey anticipate earning an average of 17.5% annually, after inflation—even higher than for this year. That’s up from the 10.9% long-term return they expected in 2019, the previous round of the survey. It’s also more than twice the return on U.S. stocks since 1926, which has averaged 7.1% annually after inflation. It’s more than triple their 5.3% return over the same period after both inflation and taxes, according to Morningstar. - WSJ According to a new study, alien conspiracy theorists are now the alien conspiracy majority! A survey of 2,000 adults in the United Kingdom finds six in 10 now believe it’s only a matter of time before Earth becomes the target of an alien invasion. Thankfully, if things turn out like the movie “Independence Day,” 80 percent say they have a plan on how to deal with these space invaders. - Drudge Report

To: Jacob Snyder who wrote (29612)	7/12/2021 3:16:23 PM
From: Jacob Snyder	3 Recommendations Recommended By ajtj99 Lee Lichterman III The Ox Read Replies (2) \| Respond to of 96621

XLU utilities since the 2020 low: schrts.co Upper bound: 67$ resistance line. Lower bound: defined by the series of higher lows. 4% below the 50dma is where it bounces, more or less. Those two lines are converging, so one of them will be breached. Interest rates will decide. If 10y Treasury yield below 2% is the new normal, and inflation is really transient, XLU will break above 67 and set new ATHs. Utilities went sideways for 10 years, 1972-1982. That was the last time of sustained interest rate increases. For as long as the market worries about inflation, XLU will do poorly.