Jul

3

nice improvement in bicyclist chances in senate looming. bullish for regulatory capture and elections and market.

long duration without a big hi - bullish.

tremendous decline in chances that senate will turn around - now only 55% was 78%. very good for full court press from young looking bicyclist.

bonds at 30 day high. bullish for stocks.

missouri hedge: long sp, short crude. [Before Friday, July 1]

daughter dr. katie tells me that one of key findings of psych research is that natural ability is king. the first time is the best predictor.

test for S&P: when sp up more than 5 in first minute versus down 5 in first minute. difference of 30 big pts in prediction for close. t of 2.1, 2019-present.

all good things must come to end - re missouri hedge. [After Friday, July 1]

query: what would happen to crude if war were to end?

nice 25% decline in wheat futures in last month from 1100 to 850.

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