More for Today…

The three blobs of rot at the core of the coming stock market rally.

* Misplaced AI Euphoria.

* Government Debt

* Supply side Greed

Plan: Ride with the whores until you see the whites of their eyes.

Here is the chart that I posted a couple of months ago. For me it makes it simple, it just clarifies what is happening, no reasons,. 

This is the chart of 25 % Long Russell, 25% Long Bonds, 25% Short Gold, and 25 % Short Silver.

My premise is that a rising precious metals market keeps pressure on stock market liquidity while the opposite occurs in a declining precious metals market.

If anyone needed validation that the precious metals markets are forecasters rather than applicators, you saw how the precious metals forecast the Trump Chaos starting in August 2025, and had the final breakout on Decemeber 23 and the blowoff top on January 29^{th 2026.}.

We are on the verge of this chart breaking out to the upside. Stocks and bonds taking off, gold and silver tanking. Trump has moved on to the elections, just having a difficult time in explaining the loss and presenting a Victory story.

At the moment all the short term averages point up for the analysis, the 7, 25, 50  day averages point higher, the 200 and 251 day are the next step.