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

To: Lee Lichterman III who wrote (81072)	9/1/2023 7:21:14 AM
From: Sun Tzu	1 Recommendation Recommended By Lee Lichterman III Respond to of 96708

ZIRP and hopium then the proverbial 2x4 of reality hits them in the forehead. This is true for WISH, but not for FATE and many others. FATE started going up in 2016. But my point is, that even in a case of something like WISH, you had a $1000 stock. How the hell did the management not take advantage of that buy out and build viable businesses?! There is something to be said on dangers of drinking too much of your own koolaid and believing your PR department.

To: Lee Lichterman III who wrote (81072)	9/1/2023 11:15:50 AM
From: Lee Lichterman III	1 Recommendation Recommended By The Ox Respond to of 96708

Key test in the SPX//SPY/ES here. So far defensive sectors, mid/small caps behaving and not flashing danger signs but bonds still weak. Be careful here after initial small bounce... — Lee3 (@Lee_Lichterman) September 1, 2023 A lot depends on who. Large profitable caps should have no problem other than squeezing margins. Unprofitable small caps are going to struggle or just fail outright. https://t.co/EAByuUaCMn — Lee3 (@Lee_Lichterman) September 1, 2023 Pay attention to bond market. Pre-holiday pattern and end/beginning of month inflows skewing equity indexes but bond market action is hinting all is not well. High yield/junk dumping, even investment grade down this morning is not matching up with SPX gains. — Lee3 (@Lee_Lichterman) September 1, 2023 Not posting employment charts today. Too much noise & other sources. Previous releases keep being revised down, small sample sizes limiting reliability. Labor market still tight. Some progress being made but recent headlines about strikes show wage pressure still a threat. — Lee3 (@Lee_Lichterman) September 1, 2023 Fed and Biden need to talk to each other and get on the same page. Ridiculous! Fed trying to get inflation under control and Biden keeps lighting the fire again. https://t.co/wJ3VZG5Gxb — Lee3 (@Lee_Lichterman) August 31, 2023 Bullish 😂😂😂 https://t.co/oRSCmgwm8f — Lee3 (@Lee_Lichterman) August 31, 2023 One of the challenges of ESG. Distance from existing distribution. Wind/solar farms are usually in remote locations. Even after hookup, susceptible to wind/ice damage too due to extended distances. Also wildfire risk... https://t.co/6q089GORvr — Lee3 (@Lee_Lichterman) August 31, 2023 Fed only raw Balance Sheet dropped 17.75 Billion. Discount Window usage up 267 Million, BTFP program up 33 Million again. TGA (-85 B) & RRP (+120 B) were liquidity positive offsetting some of the Fed drain. MBS Drain was 14 Billion. pic.twitter.com/mbCSrERNJQ — Lee3 (@Lee_Lichterman) August 31, 2023