What is Key Now?…

What has been learned this morning, probably that short term interest rates have topped for the moment.

I am watching copper closely this morning as it has a high correlation to AI Stocks, it is not acting that well. If the economy is cooling that will shoot a caution flag across the whole demand for chips story.

Focused inverse ETF’s like TECS and LABD may have a place in the protection ladder in this environment.

And to me the most important things to keep in mind are what I said in the September 24 post, it is all about Trump and his high stakes need to snatch victory from defeat before the mid-terms in his Iran War.

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