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

To: ajtj99 who wrote (41623)	11/2/2021 2:37:33 PM
From: ajtj99	Respond to of 97457

Wow, Bloomberg just now: Tarantino to Auction Seven Unseen "Pulp Fiction" scenes as NFT's. I wonder if "unseen" includes the DVD extra's? It would be great if they were all scenes with just audio and the lens cap still on the camera.

To: ajtj99 who wrote (41623)	11/2/2021 2:52:44 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 97457

If I am right in my long term outlook, commodities will be bleeding and underperforming till March-ish timeframe. After that we'll have to reassess. I used to have a large position in PDBC and UYM. I got rid of UYM in early June (should have done it in May, but I am not that prescient) and got rid of PDBC a few weeks ago before it peaked (sometimes I am prescient <g>). Anyways, BDRY is down almost 50% since I declared it a short candidate. This means either the ports are clearing up, in which case supply chain premiums evaporate, or that there is less demand, in which case the commodities will crash along with their producers.

To: ajtj99 who wrote (41623)	11/2/2021 3:02:03 PM
From: Lee Lichterman III	Read Replies (1) \| Respond to of 97457

Today looks like the markets are buying the "transitory" inflation talk. Bonds up (rates down), commodities down, materials/miners down. Defensive stocks higher like drugs, staples, healthcare and even some telecom/cable stocks are up for the first time in weeks. It will be interesting to see if this is a one day thing or if it's the start of a new rotation. JNJ was on my hitlist of buys but it ran too fast. My system has not been giving me the headstart it is supposed to do lately a lot of the time. Frustrating. The only other signal I had was SLB but I'm not taking it due to energy sector weakness today. I'll just watch and see if it runs tomorrow. It was only going to be a 3 point play anyway.