YIELDS - inflation and yield highs are likely in
MAG 7 to LAG 7
CASH - lots of money on the sidelines

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South Korea - mayhem or opportunity
AI and productivity
Same Store sales - growth

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Oil vs SP500
US Dollar - like 1995?
Valuation vs. Profitability

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Oil
US Dollar - Breakout!
Fear - Saul Good...man (Goodman)...for the Better Call Saul lovers

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Gold - ugly
Transports - testing
Yield curve - didn't like Warsh comments

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Flows
Booming capital issuance
credit growth

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Fed
Gold
Oil

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Copper - growth still expected by the way Copper is trading
Shorts - short sellers help market structure, but are also guaranteed buyers.
Oil - continues to crash. Support at $75 WTI

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SpaceX - how much liquidity will get pulled from everywhere else
Gold - not looking good
Sentiment - healthy

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1.) Culprit - no culprit, no top
2.) Oil - Dumb money is betting hard against oil
3.) CPI - decelerations

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