UPDATE July 12

Some of us are long past starting. But we'll count the rotation as a new start

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  ⚠️ WARNING  ⚠️

- IF CPI comes out HOT 🔥

Then this is all wrong and watch support. ⚠️ You have been warned 🗣

OK, here we go with the good stuff. Near target (from now until the end of summer) is ~16100. If the price breaks 16100, if/when it breaks 16100, then we can get a new target. I do expect new all-time highs or near 16768, just so you know.

1 hour chart (sorry I didn't label it)

I expect a move up. Possibly a big move up!  ⚠️ There is also a chance we go down and then rocket back up. To entice more bears and stop out all the bulls that came in the last hour of trade. I can see this, if Nasdaq sells, look for 15090 to hold and then move up from there.  Shown below ⚠️

I don't even expect the Nasdaq to perform the best. Most the indicies look like a breakout.

Let me see if I can explain what I believe will happen. I believe the dollar drops. I don't have time for charts, but look at the dollar charts, no good. Yes, I know we are planning on 2 rate hikes, which should be bullish for the dollar. The problem is that most other countries (especially European) need to raise rates more than we do, probably twice as much. That makes the dollar weak in comparison.  This is good for anything traded in dollars (commodities, gold, silver, oil) and American products, especially big tech products. 

That was quick but to the point.

The best places to be are in the individual stocks. Here are some iam in.

MINERS

I love the miners here, if the metals go up (and they are already at elevated prices) that is good. Oil has been down so energy has been cheaper for them. Cheaper production and more expensive minerals = good earnings 👷‍♂️

I'll just show a few iam in. I have my own little ETF set up with about 15 different types of mineral and mine related stocks. It would be too many for me to share. This should be a good sample.

Oil servicer

Gold miner

Silver Trust (paper silver)

South American miner

A miner I have a history with. They are firing up and running full steam when able.

BITCOIN

I have a lot of the "family" here is a sampling

And because I like the Russell to breakout, I like small caps. A good way to play this is through

here are other small caps iam in

I also like the meme stocks to run. iam in the big ones

Here are the DJI stocks iam in

These are in the Nasdaq but I expect it them to see inflow from the rotation. the Nasdaq has to reallocate funds from the biggest runners to the laggards, Deere is my favorite.

Alright, that covers some stocks and the general idea.

CPI is out an hour before open. That will decide what happens.

Be Safe, be Careful, be Wise

and as always

Good Luck