One economic data point that came out recently which I didn’t notice was the Michigan Consumer Sentiment report. It’s actually kind of a big deal. The expectation was 51.6, and the actual number came in at 47.6:
Sentiment in the Dumpster
Lazy Bear
This was the big weekend. It was the time when everyone’s favorite couch-rapist, one Mr. J.D. Vance, was going to enjoy a prominent appearance on the world stage and just put the finishing touches on a peace deal with Iran, since they had, like, totally surrendered and stuff.
I’m not sure if you’ve heard, since Vance’s pedophilic boss mentions it at every turn, but we’ve destroyed Iran’s Navy, their Army, their radar, their communications, their Space Force, and everything else, and besides all that, there’s been like a total regime change and everything.
And, while all this was going on, I simply wanted to enjoy my meal at Lazy Bear with the wife on a very rainy Saturday night.
Short Portfolio One
Below are the charts for all the short positions in this portfolio; as usual, I’ve zoomed in the most important recent portion of history, and the dashed red line denotes the stop-loss price.
Bear Pen Opportunities
Below are the lovingly chosen members of my Bear Pen which are not presently represented as live short positions but are very close to doing so. As always, I have zoomed in on the most salient portions of the charts, and the ticker symbol is prominently featured as the watermark.
