The Brains Trust - 2016, page-10516

macros blind time still
rambling thoughts still job numbers in us better last week which puts pressure on rates to rise in us at some point. spx down pending boj and fed in sept.

sequence still spx down and everything under pressure then gold and vix up then goldies up for mine but each to their own

commods last week gold was ok but winner was oil as per Snout and 64 great calls

midcaps fmg thank you 64. got the spike today
wsa igo wpl bhp akp aja all disregarding the macros and happily swimming along and climbing the wall of worry


specs clq got the darvis break last week. could come back to touch 47c but one of the keepers

so quiet week with pressure to downside and then review