We’re robber barons again. Feel free to dump medical waste into your neighbor’s fresh water stream — killing off his fish supply — drowning bitch ass seagulls with vats of WTI crude. Gone are the days of catamite led climatefags; in come the industrialists.

On the news of Trump urinating on the faces of Macron and Merkel, S&P futures are hitting record highs in the overnight session, +5.

Additionally, WTI futures are down another 0.75% — because we’re gonna drill so many god damned oil wells, we’re gonna be knee deep with the stuff — especially in the Gulf of Mexico.

Incidentally, my quantitative model has been profitable in every week since I implemented it into action. The way the market stands now, I might be forced to reduce my equity exposure in exchange for GLD/TLT — since risk off assets have outperformed stocks this week. While it’s true, stocks have traded up, so have gold and bonds.

My top performers for the week have been SIRI (+6%), VIV (+4.4%), ALGN (+3%). My overall median return is 0.7% — outpacing the SPY by 0.25%.

The top performing market cap segment in the market has been $5-10b, which means I’d have to sell all of my $10-50b names. For bulls, this is a very positive sign, as speculative fervor moves down the market cap ladder — overall gains increase.

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