Monday's AM Update, Where Did We Leave Off Last Week?

From The Distilled Perspective of Patrick T Bulger, Capital Management & Analytics

• A note of context: I call this the Monday Amnesia Effect
  It seems like we start Mondays with a complete amnesia of the prior data, from Micro to Macro and from Last week's perspectives.

• It is now Monday:

The following is a list of notables from last week. For additional notables see the Jobs post and others from last week:

• US, Japan & S Korea appear to be experiencing De-risking Volatility
• Is Currency Squeezing or Wrecking?
• Thursday was quite the gap open.
• Energy appears as Simply Ranging
• The optics appear as liquidity based
• Global Policy appears as tightening
• Jobs appear as fragile &
  I see no improvement in Hormuz,
  see last week’s posts on those:Click here for the Jobs Weakness Post
• Geopolitically, I hear the cries of the same wolf that has yet to appear, Remember, talk is cheap. You have to, "Show Me"
• AI may be having troubles, more cracks & chatter surfaced over the weekend from the topics of turbines, Mr. Musk, Mr. Son & funding.

• Conclusion:
I see caution as necessary. This could simply be a gap cover.
I see no clouds of prosperity parting.
I see issues with neo-clouds, Hyper-Scalers & Funding

• Managing your capital with a data based risk perspective.
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Thx,
PTB

No, I do not think, "She's Unsinkable"...

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