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The market should open tomorrow.

No, you didn’t mis-read the first sentence. So, here’s a longer one.

The market should open “UP” tomorrow.

That’s not that helpful you say, since as of 10pmET on this Sunday night, the SPX/SPY/DJIA/RUT/etc even oil is up a little bit 0-20bps.

So, it’s not just that the market should be up (on average!!!!) tomorrow, it’s that investor should heed this messy soap opera unfolding as a reason to get their financial house in order. FASTER!!!

Why? Well, that’s a longer story, but I’ve come to the point of wondering which of the now “google’s worth” of #blackSWAN next headline could arrive before the eyes of the world.

FYI, I’ve started casually using the hashtag #greenSWAN to describe how all the swans once considered so impossible, yet conceivable, are too many to list.

I invite you to X-this (sounds more fun to say than “tweet this” so there’s my answer to whether I prefer calling the company Twitter or X)

Whether you have no money or most of it, I am certain that whichever’s policy wins this election will have the benefit of all the [ai] imaginable at their disposal to make CHANGE FULLY TO THOSE POLICY END GAME(s) quicker than the general population will be able to understand. In stock forecasting terms, this means the duration of high revenue/profit factored into DCF (discounted cash flows) increases valuations… it means supply/demand will keep inflation high such that the multiple applied to each dollar of profit will also rise as each profit dollar is harder to capture. Here’s the stock market in one simplified metric PEG (Price as a multiple of Earnings for Growth measured in years expressed as a percentage).

If P/E multiples are really cheap under 10x, but expensive above 10x, then what about a 40x? What about more….well, that is just one exaggerated (for simplification) way I’d describe why tomorrow, the market indexes should be UP (add your own ALL CAPS!!!)

UP tomorrow, but a week ago YESTERDAY…

I started writing a post “yesterday” (aka - last Saturday when I typed YESTERDAY on this keyboard out of respect and admiration for the still raw assassination attempt on President Trump was best referred to in ALL CAPS. As I typed then unedited “my prayers (like yours) are for everyone.” We can now add the specific name of Corey Comperatore, who is 50 as am I, who remains in all of our prayers.

So you don’t need to skip to the end looking for a disclaimer… I voted for Trump in 2020 and will in 2024. Regarding stocks, this means I believe stocks that favor his policies will continue to rise amidst continued pressure from those who are voting for the current policy priorities to thrive (FASTER, remember it’s all faster whoever wins).

Owning the averages will balance this out. Indexes do in fact rise an average of 7-10% per year regardless of political party…over the long-term. Well, prepare for the long-term to happen more quickly in terms of individual stock returns. Quickly love the good ones more and for plan on holding for longer. As for the bad ones, just start by getting rid of them, mistakes will be punished more! quickly! for longer!

Transitioning quickly further away from the terrible depths of the assassination attempt, DJT 0.00%↑ shares were trading up 3% overseas just 24 hours later…and the major indexes were up to start the week, which tailed off in large cap. Punch line, that was not a Black Monday, and I do not see another Black Monday happening July 22, 2024. But, the 23rd, …25th…until 2/23/25 or something like that where a massive move will force the issue with respect to stock prices. UP.

Here’s a bit more before the paywell. Thanks to the subscribers, you are this business, not the LIKES. I like you for subscribing!

Instead of just reading facts & opinions of others, I’m contributing mine… for those who need the financial markets to go the direction of their personal investments and the stocks of the firm(s) they work. For that to be possible, the market needs to function…and hence my focus today and this post is not like the negative perspective in Wall Street where greed is mentioned in reference to a trader selling an impacted stock at the moment of hearing of a tragedy of their firm?

Well, at a minimum, “TODAY” & “YESTERDAY” reminded some people about a famous trading day “Black Monday” and take the time to re-look up the stats ourselves, and (…better for me…) buy my #WTM What The Money book about the same investment concern when COVID lockdowns began. That’s my 49 day journey that I wrote in a proper book instead of a blog. I’m rather proud of it and since I’ll be looking back to remind myself of lessons that helped me profit then, will do so again now.

A new chapter I would add is to open a page with a question asking the biggest for the answer of whether the market will go up tomorrow. No betterm to ask than nVidia, right?

Right!

Even if you vote left (extreme or not) blue or red, watched the Matrix or don’t even know the joke about blue or red pill… (note to self, remember this is no time for dumb jokes)…this is a time to make money FASTER (and just the same to lose money…you guessed it… FASTER.

As I proudly don the color red with my hat and workout shirt instead of my traditional green hat, hoodie, -n- HOKA (ok, Merrell’s… see me at CB for 235Live) everyone, (yes you) it’s a Sunday evening and we have things to do (like click “post”). Since you are reading this, you (like me) have accomplished your agenda items for today (altered or not). All of us have different appetites for more information to understand beyond TOMORROW, beyond 2025, but ASAP and ALWAYS.

Some are getting paid to do the research and the reporting. If you are one of those, THANK YOU for the perspectives you are sharing as the action is most active. I am too, so thanks for your paid subscription, which is to get the story behind why these are the stocks I hold entering this week.

So here’s the good stuff, most charge you for… stocks I Own*. This part is FREE (so long as enough people buy a paid subscription). I organized them in groups…

• FIVE (5): I want to own more of given #greenSWAN. I list six here because as I’ve been writing in recent months, I was holding out for a gap fill in $AAPL for entry.

• PLUS FOUR (+4): I currently own as if it was my 100%, but is closer to 80%.

• THREE (…3+): 1zies, 2zies, and 3zies… a smattering of “trading positions I may hold for today or simply in a less than 1% of my portfolio (20%): Stocks I am holding only a few more weeks until one year holding period is achieved in early August when I began trading KI$$5S style.

AAPL | PLTR* | $BTC* | NVDA* | COIN | $ETHE*

TSLA* | AMZN* | RXT* | SGH*

GME* | FFIE* | MLOG* | $SOL*

Quotes from the movie Wall Street include one about “greed” for a person making trades as a first action after a tragedy. I understand the negative perspective this conjurs-up, but I humbly offer the perspective of the many like me who pay their bills from investing…and hence yes, I need to know how the NYSE will open in less than 10 hours. Since I am not a fund manager of …one, two, hundred billion… of other people’s money. Instead, I get to study the first trades in international markets where PEOPLE ARE TRADING FOR THEIR PROFESSION BECAUSE SOME PEOPLE HAVE TO. Some people need to make the coffee, THANKS to all of you just the same as those who NEED to make the first trades.

You don’t need to “like” this post.

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