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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (25372)	8/1/2025 12:48:05 PM
From: robert b furman	1 Recommendation Recommended By toccodolce Respond to of 26764

Hi Kirk, YUP, it turned out very nicely. Looking at Breezes's SPX chart we're now in wave A. Wave B could be short window of lightening up - unless we get a running flat - rarely happens. I do think our economy is slated for continuous improvement as reshoring develpes for real vs still nnot happening. Cohu surprised with a weak beat from a LOONG trough. They for the first time in a long timeforecasted a better next quarter and is tody a rare up. TER did the same thing the dat before. As ground and buildings get done, industrial makers of product should feel a long and susbatamtial growth wave. Hoe many hundreds of billions of tariff money start to build it will be interesting to see where they get invested. I'd love to see a sovereign wealth fund, that guarantees the profits earned to go to a debt reduction plan. When the economy is good and getting better is the best time to tighten one's bely and eliminate debt. If not now, then it will never be done. We need conservative leadership! By te way, I love the idea of a flat consumption tax. The wealthy folks I know spend a lot on majpr assets. Any tax on that would be stable and continuous. Jumping through loop holes requires a wasted effort on bureaucracy like the IRS.. A consumption tax would be collected for free by businesses, Bob