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THE BIG FIVE

Tariff pause= ramp the markets back up. Strong a/d today. Strong tech. NVIDIA after the close tomorrow will dictate. Love them yields heading lower again.

THE TOP 5

Yields. Yields. Yields. Higher yields crater markets today. 30 year yield yearly high. Not many places to hide. That budget deal with no budgeting.

THE BIG 5

The 1st signs of distribution… But good finish. GOLD held 50 day on Friday and resumed uptrend. Latest spending/budget bill sucks. More abuse of us,