the bump up yday was more bonds

indexes did extend but got knocked at open

now after the kickoff now searching for support

setup is similar to march 04 2019

though a monday, nfp was friday

perhaps a dipping into the event

nvda hit a mark today with the market opposite

semis did as well as baba or fxi but not japan

the pivot there is pretty interesting

smci or supermicro had a target around valentines / cny

semis where the subset were ai related in focus

tsm tbd push qqq hard would also trigger

looks like amd also hit target yday tsm is stil early

qqqs wants to push until the LT target for completion

nvda might need a drop before another attempt tlt dipping

ideal sit would be for nvda to keep pushing

pulling qqq with but not spy and hitting target

bonds are dipping after inflation and jobs data

indexes at resistance with bonds near support

the waning of energy matches though vix unknown

crypto is another world but carries also near resistance

if mortgage rates are hovering around 6-7

and the 2-year locked in around 4, effectively

an investor could still generate a net rate of 3-4

//

thirty day fed funds are still waiting only 2 years going

property dips could be protected with this mechanism

especially if the long duration goes lower to match

//

so instead of a cash purchase, 2 years are funded

that is money supply going toward the treasury

allowing easing and transactional liquidity

//

housing is a major inflationary factor to solve

bringing starts and stability for rentals as well

providing a solution to housing may be the play

//

indexes then are just an afterthought to this

these earnings are kinda after the fact

unlike the previous quarter with prior dips

the big question is whether temp bottoms resolve

//

ignoring an unfinished bottoming process prior is okay
?

domestic semis are winning atm

amd is straddling the import/export well

whereas tsm less so and nvda slightly too