making sense again after taking out some lines

the outside resistance setup for a support break

which continues into today to dip the mag7s

after the nfp data the thirty day responded

and seems to signal a trend higher, so lower yields

something else is necessary to really extend to duration

more of an operational note

intel showed its true colors late

right before earnings, so set alerts

so duration has become more optimistic

this is carrying over to small/mid caps

however, the short term yield TBD

energy, indexes, carries all responding well

on the side djt is outrunning rddt for kicks

some mag7 like tsla, nvda also running

something happened and now rddt leads djt

though this does not affect tsla or energy

and semis are back to being ok

tech financials and industrials big winners

indexes are happy, gs, ms, jpm, wfc hyped

even iwm with small cap versions of above lit

annoying flip flop in energy tsla unphased

zq thirty day wants a cut but not zt (2y)

mid duration zf zn gives a yield smile

fx pairs like aud/jpy carries did dip last week but recovered

also es and nq are weak vs ym and rty or dia and iwm etfs

affecting some mag7 components like amzn aapl nvda

further weakness now in dow though mid term still unchg

cash is the most consistent though audjpy still standing by

if anything a dip but unknown where support plays out