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$92 OIL. 1.9% 10 YEAR YIELD. Markets continues to adjust to both and the fact that Mr. Bubble IS FORCED into doing what he never wants to do. Remember, he and insane economic policy created the distortions and now the distortions shooting the middle finger back. AMZN saves the day to an extent but all…

FB real bad coughing up. The issues: Loses daily users for 1st time…over 1 million. Young people leaving in droves. Competition for eyes…tik-tok and others. More more towards video…tougher to monetize. Goes from a growth stock to a no growth stock. (for now?) Very over-owned, over-loved, over-leveraged by institutions. This is great in bull markets…

The counter-trend rally continues. 2 days in a row a jam at the close. Bombed out high beta growth/software and all that strong day yesterday as they have been verrrry stretched to the downside for a while. Sentiment extremely bearish late last week. Another up day and they may be already bullish. Reed Hastings bought…