4/28/24 Update

EXPECTING STAGFLATION / REFLATION MACRO BULLISH MARKET TOP SOME TIME IN OCTOBER.

2024: Wild cards include banking crisis, supply chain disruption, World War, Civil War, Interest rates, Inflation, hyperinflation, Disease X, Cyberwar, National Debt, Downgrade of the U.S. credit rating, Depopulation, Possible U.S. currency devaluation, AI and THE MOTHER OF ALL BUBBLES.

INVESTMENT THEMES:
LONG: T-Bills, Gold, Silver, Crypto, AI, Robotics, Commodities, Energy, Consumer Staples, Utilities, Gold, Metals, Miners, Selective China, Selective Defense, Selective Pharma.

AVOID: Overbought stocks, high beta, momentum, high P/E, profitless tech, commercial REITs, regional banks, Junk. Hype.

4/28/24: WARNING: WEEKLY SP500 IS OVERBOUGHT. DAILY SP500 CHART IS OVERSOLD AND RSI IS BEARISH. The monthly chart indicates that the bull market may top out in OCTOBER.

PUBLIC CHART LIST: https://stockcharts.com/public/1819606

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