Good evening all. By in large, the gameplays are still very much in play. Stocks are trading pretty well given how interest rates have started to cool off a bit and the whole risk-on space is very much underinvested. Below are some charts that look good in the short to medium term on the backdrop of this continued narrative. Keep in mind, this idea of being bullish would fundamentally be wrong if the bond market did not go bid on stock weakness. This is a paradigm shift we are starting to see where interest rates have now gotten ahead of themselves and normalizing market conditions. As soon as this is no longer the case, everything on the thesis front is moot.

Our job is to recognize patterns and execute. So these are the setups that I am seeing.

CJJ is starting to look like it wants to break away here. Nuclear as a sector should still have some alpha over the coming years, I think.

Crowdstrike still looks very good. This is a stock that is so discounted relative to how many issues there are in cybersecurity its amazing to me. We have been long since the 150's

Even ARKK is now bottoming near the lows...

Ethereum got back above the 2018 highs

GOOGL could easily rise to 130, the 200 day moving average and prior support.

Nice bounce in copper too, this has a fundamental shortage especially as China comes out of a recession.

Nice bottom in China