- It's not easy coming up with titles for these daily notes
- It's summer and the market is mostly quiet and trading close to unchanged
- I hope everyone is having fun watching football as it's better than looking at blinking green and red numbers
- The backdrop remains with higher risk so we have to stay focused
- The sentiment is extreme and the Nasdaq indexes continue to have DeMark sell exhaustion signals
- On this note: Semiconductor focus, Gold, Silver, Bitcoin. COT positioning with S&P, USD, US 10 year