- That was some payroll number and I have a few more thoughts
- QQQ has faded the upside move as yields have regained and then some the entire payroll crash
- I have some important views on the US Dollar
- Commodities are overly extended and I like them more short here
- The mood in the country and around the world has people looking to get rich fast while not wanting to go back to work
- Wage inflation lagged for 10 years and now it's going up perhaps by design
- I was going to name this note "Get Out Of Doge" as I found the first Doge symbol on Bloomberg
- Have a great weekend