Disorderly House

[Charlie Bilello @charliebilello]

The 30-Year US Treasury Yield ended the day at 5.14%, its highest close since July 2007.

The Federal Reserve and Federal Government continue to spin the lie of low inflation while the bond market reveals the truth.

[Jim Bianco @biancoresearch]

Dear Kevin Warsh

Later today, you will be sworn in as the next Chairman of the Federal Reserve.

Congratulations.

You got the job by convincing the President you share his vision that the Fed needs to cut rates.

The problem is that today, on your first day as Chairman, the market is pricing in a 64% probability that rates will HIKE before the end of the year.

Good luck!

[Disorderly House @DisorderHouse50]

@ConnieHillCS Ty!

[Disorderly House @DisorderHouse50]

@KGBULLANDBEAR Definitely bullish!

[Disorderly House @DisorderHouse50]

@NickTimiraos And yet still not 2%

[Mike Webster @mwebster1971]

“There is a time to go long, a time to go short, and a time to go fishing" - Livermore

IMHO one of the most dangerous times are when you start living under the 200 & 21 & still haven’t had a Follow Through Day

That’s a time to go fishing (just leave the hooks at home😉 IYKYK)

With that said it’s CRUCIAL to keep an open mind to ANY outcome, positive, negative or just chop

It’s easy to get overly bearish or stuck in a mindset that we need to bounce to short

No one knows how the news (& reaction to the news) will play itself out…no one (well except for all the 20/20 hindsight Tuesday morning quarterbacks😉).

This is a time to study & get to know & trust your instruments

Here’s a WRO on FTDs under the 200 day…plus more on the 21-day when under the 200🍀

Hope it helps…stay flexible

WRO #13 Follow Through Days (part 2) FTDs under the 200-Day, Webby Rambl... https://t.co/KOFwrVxH8O via @YouTube

[Lawrence G. McMillan @optstrategist]

Indicators remain aligned to the downside:
• $SPX trend negative
• Breadth weak
• Put-call ratios rising
• $VIX > 30 and climbing
Oversold conditions are building, but without confirmation, rallies are likely to fail. Lower prices still expected.
https://t.co/ii6J7fBIwu

[Carter Braxton Worth @CarterBWorth]

$QQQ - here's "what our eye sees"...

Website: https://t.co/RRxJAeLcgO

[Disorderly House @DisorderHouse50]

@opinion @conorsen Keep the poop train running! https://t.co/7AcM8pP0uT

[Disorderly House @DisorderHouse50]

@CorleoneDon77 @unusual_whales Good. They should have paid for upkeep all along. Instead of passing these problems onto the next generation of homeowners. Justice is served.

[Tom McClellan @McClellanOsc]

I keep an archive of these, which I go look at periodically just for fun. These are actual quotes from Ben Bernanke:

[Elon Musk @elonmusk]

As my scheduled time as a Special Government Employee comes to an end, I would like to thank President @realDonaldTrump for the opportunity to reduce wasteful spending.

The @DOGE mission will only strengthen over time as it becomes a way of life throughout the government.

[unusual_whales @unusual_whales]

Medicare patients getting emergency surgery in private-equity hospitals are 42% more likely to die in the next 30 days, per MW

[Nick Timiraos @NickTimiraos]

Fed officials agree that rate cuts aren't appropriate until they see concrete signs of slower spending and higher joblessness.

But differences are flaring over how confident officials can be that price increases from tariffs and shortages will be temporary.

[Nick Timiraos @NickTimiraos]

Powell is not co-signing Waller's "just look through it" analysis from Monday.

He cites a number of factors, including global supply chain disruptions and the auto industry in particular, that could allow a one-time increase in the price level to prolong inflationary processes.

[Disorderly House @DisorderHouse50]

@RealDayTrading Bingpot!

[Disorderly House @DisorderHouse50]

@MikeFairbournCS Thank you!

[The Washington Post @washingtonpost]

Breaking news: The Social Security Administration added the names and Social Security numbers of over 6,000 mostly Latino immigrants into a database it uses to track dead people, effectively erasing their ability to receive benefits or work in the U.S. https://t.co/DILEieP2xC

[Tom McClellan @McClellanOsc]

@RRGresearch