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Welcome to the nightly market brief and trading notes for the following day. Today we had Philly Fed and PMI data and the indices were fairly balanced despite both of those today, so it looks like the short on Monday on momentum equities was the trade of the week.
The theme this week as I see it is that inflation is raging and will continue to do so; we’re going to hit a commodity boom similar to the 1970s again.
Double digit inflation (which is really already here) is likely on the horizon and Copper has been signaling that for a while along with other metals names.
Strange times to be in and it’s going to get worse, especially if you’re on the wrong side of the money flows. But all of these are just words and mean nothing if you cannot execute on them to make money which I think is a problem for most so let’s get into actual discussion tonight about making money instead of wasting breadth talking about more pointless nonsense!
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