Silicon Investor - ajtj's Post-Lobotomy Market Charts and Thoughts

[ajtj99] Speaking of 70's bands and audiences, I still can't wrap my head around how the ...

ajtj99 — 7/18/2026 10:05:09 AM

Speaking of 70's bands and audiences, I still can't wrap my head around how the National Front kids landed on Madness and The English Beat as two of their favorite bands in the late 70's/early 80's.

How did the angry kids thrown up by their hate end up loving ska rock? Was it because heavy metal was still progressing from the prog rock/punk rock roots and was just not fully developed yet?

It just has never added up for me.

[Lou Weed] One of the first punk bands I played in back in '79 was named Moist. We weren't...

Lou Weed — 7/18/2026 9:53:11 AM

One of the first punk bands I played in back in '79 was named Moist. We weren't very popular with the ladies......you're definitely right on that one <G>

[towerdog] Could be your $20/month subscription was costing them $100/month. Token use is d...

towerdog — 7/18/2026 9:43:30 AM

Could be your $20/month subscription was costing them $100/month. Token use is draining their cash.

[ajtj99] I am using ChatGPT tonight. It's my regular $20/month subscription, and it is re...

ajtj99 — 7/18/2026 2:01:08 AM

I am using ChatGPT tonight. It's my regular $20/month subscription, and it is responding like the free version did 16-months ago. It's been throttled by a factor of about 40 or more, and the answers are junk.

I think I've been downgraded without being notified. Maybe I was, but it was done by a bot or something.

[ajtj99] When I see the word, "discharge", I'm reminded of a recent conversation I had wi...

ajtj99 — 7/17/2026 6:20:03 PM

When I see the word, "discharge", I'm reminded of a recent conversation I had with my wife where I told her I thought that word was more disgusting than the word, "moist." She disagreed vehemently.

It's kind of a universal thing with women. They hate the word, "moist."

[Lou Weed] Plus another variable in the equation is that Korea was closed today and will re...

Lou Weed — 7/17/2026 4:55:22 PM

Plus another variable in the equation is that Korea was closed today and will resume on Sunday night. I closed all my swings today for a small loss. Do not need to be worrying about any possible shit storm over the weekend.....

[Qone0] The 33 year SPX pattern seems to playing out in both SPX and NDX. [graphic][gra...

Qone0 — 7/17/2026 4:39:07 PM

The 33 year SPX pattern seems to playing out in both SPX and NDX.

[John Koligman] O/T It's better today, although some forecasts are saying the smoke may be back...

John Koligman — 7/17/2026 4:25:54 PM

O/T It's better today, although some forecasts are saying the smoke may be back next week. I had mentioned the floods in Texas, it is now looking like some areas may get up to 30 inches of rain. Unreal.

Extreme Temperature Diary- Friday July 17th, 2026/Main Topic: Update on Texas Extreme Flooding – Guy On Climate

Here is a new feature for this blog, which I will add daily. This is the latest inciteful Green News Report from my friends Desi Doyen and Brad Friedman at Progressive Voices. Hit ‘continue reading,’ listen, then hit return to see my daily topics:
‘Green News Report’ – July 16, 2026

The BRAD BLOG

Main Topic: Update on Texas Extreme Flooding
Dear Diary. As promised, I have an update on severe Texas flooding. The situation in the south Texas Hill Country has continued to get worse over the last 48 hours since my first report:

Extreme Temperature Diary- Wednesday July 15th, 2026/Main Topic: Devastating Texas Flooding Brought About by Odd Climate Changed Jet Stream Pattern – Guy On Climate

The system bringing floods to Texas has unfortunately remained in place since Monday and will be stubborn to warm and dissipate over the weekend, so more south Texas flooding can be expected:

Here are more details from the Washington Post:

More than 75 people rescued, 1 killed as rain deluges areas of Texas – The Washington Post

Hundreds rescued, 2 killed as flooding sweeps through parts of TexasFlooding was ongoing in the same region that experienced a deadly event in July 2025.July 16, 2026 at 10:10 p.m. EDT

Flooding along the Guadalupe River on Thursday in Kerrville, Texas. (Joel Angel Juarez/AP)

AI Overview

Texas Hill Country was experiencing a flash flood emergency as of Thursday evening, with heavy rains forcing water rescues and causing structural damage. Earlier, the National Weather Service warned of a “particularly dangerous situation” in Uvalde and Knippa, where 10 to 20 inches of rain had fallen. Waters were forecast to reach levels similar to those during last July’s deadly floods.

Comparisons to last year’s catastrophic flooding in the same region.
Details of the high risk of excessive rainfall continuing into Friday.

By Molly Hennessy-Fiske, Stella Canino-Quiñones, Ben Noll and Matthew Cappucci

Relentless rains were lashing Texas Hill Country on Thursday, with flash flood emergencies reported across the region, rescues ongoing and waters rising to deadly levels.

Two people died as the region flooded, Texas Gov. Greg Abbott said in a Thursday news conference. More than 200 people had been rescued, he said. A spokesperson for the governor said late Thursday the two fatalities were a 74-year-old man in Uvalde, and a man about 65 years old in Center Point. Abbott earlier said the deceased individual in Uvalde was a woman.

Abbott said Thursday that 2,350 emergency responders had been deployed. More than 1,400 vehicles, more than 200 high-profile vehicles, 85 boats and 21 aircraft had been deployed as well. In a briefing one day earlier, he noted disaster declarations had been issued in 59 counties; 59 counties were also under flood watches.

“We are dealing with and responding to a flood that is likely going to break records in Texas history,” Abbott said in a Wednesday night news conference. “Our primary focus right now and throughout the remainder of this torrential rain is saving lives.”

The expected rainfall from this storm is 30 inches, exceeding the total during last year’s deadly floods by more than 10 inches. Both Uvalde and Kerrville had been under flash flood emergencies early Thursday, with rainfall totals in the 15-to-20-inch range expected there.

Uvalde and Johnson City are the most at risk in the next 24 hours, Abbott said.

“Uvalde is getting it from all sides.”

A flood-damaged car hangs from a fence in Boerne, Texas. (AP)

Following extremely intense rain and thunderstorms on Thursday morning, there may be a lull Thursday afternoon, followed by increasing flood risks again Thursday night into Friday.

Farther north, another flash flood emergency was occurring along the Guadalupe River southeast of Kerrville.

The region was hit hard by heavy rain beginning Wednesday, with reports of evacuations, water rescues and vehicles that were swept away. Some of the heavy rains and floodwaters hitting the region this week were also affecting areas where rising waters proved catastrophic last July.

That month, floods swept through Texas Hill Country, claiming the lives of at least 137 people, 28 of whom were killed when waters rushed through Camp Mystic, a camp along the Guadalupe River.

Razor Dobbs, of the Center Point Volunteer Fire Department, said he and fellow firefighters had been doing water rescues with two boats and amphibious machines all morning: first in Kerrville, then south along the Guadalupe where it flows through their small town.

“Our whole department is different from last year, so we’ve been doing amazing things. I haven’t heard of any fatalities or people missing, but there have been a bunch of crazy rescues: people stuck up in trees, on top of their houses. Our whole fire station was flooded again,” said Dobbs, who also responded to the flood last year with the department’s roughly 15 volunteers.

“In some places it’s higher than last year. At our station we were ready — we’ve been manning the station the last two nights, and our swift-water rescue team has quadrupled since last year. We have a lot more resources for water rescue, and we have a lot more people who came out and joined and trained.”

This year, Dobbs said first responders also had more time to prepare compared with last year’s catastrophic floods, when they recovered flood victims’ bodies along the river, including on his family ranch.

“We’ve been expecting a flood could happen because everything has been so saturated. Last year was a surprise,” he said, and late Thursday morning they were still responding.

“We’re expecting another rise. We’ve been going back to places we evacuated to make sure no one went back,” Dobbs said as he tried to drive a fire truck around town, bypassing flooded streets.

“You’re just trying to get people out hoping you won’t get swept away. There have been lots of vehicles swept away.”

At the Kerr County emergency operations center in Kerrville — the same county barn emergency managers used last year — state Rep. Wes Virdell said local and state officials were still coordinating the response Thursday afternoon.

“One fatality that we know of; there might be some missing people. River’s coming down right now, but they’re worried it might come back up this afternoon,” Virdell said.

Last year’s flood stripped towering cypresses and other vegetation from the river, Virdell noted, so now “the water is moving really fast — there’s almost no resistance.”

The storm passed over Kerrville, he said, leaving much of Uvalde and Leakey to the north still stranded Thursday afternoon with roads washed out or damaged, including Garner State Park, a popular camping and tubing spot along the Frio River.

But Virdell said residents had more warning this year and took precautions.

“I think that’s why we’re seeing so few casualties: evacuations, and they had two days of watching it happen all around,” Virdell said. “Last year people went to bed and there wasn’t a high probability of concern. They woke up to a wall of water coming down the river. This time, they’ve had floods going on in counties around them in recent weeks. So they weren’t caught off guard so much. But the water was just as high or even higher, especially down in the Center Point area.”

In Uvalde, state Rep. Don McLaughlin — who served as mayor for nearly a decade — said emergency managers he met with late Thursday were still coping with multiple flooded rivers.

At least 335 people had evacuated to shelters at Uvalde County Fairplex, Southwest Texas College and a local elementary school, he said. Hundreds of homes in town have flooded, he said, mainly due to the Leona River rising.

They built dams there to keep this from happening years ago, but it filled the dams and spilled over,” McLaughlin said of recent rains. “The ground is saturated, and it just keeps coming.”

All major highways through Uvalde were either flooded or washed out, he said, cutting off the town and even the east and west sides: “Basically, we’re two islands.”

“It’s devastating because we do have a lot of houses that are flooded in town, but the support we’ve had, the community, has been awesome,” McLaughlin said.

In neighboring Sabinal — population 2,000 — Mayor Erik Gomez posted video updates Thursday from the banks of the Sabinal River as it slowly rose.

“We’re getting record floods. Our river is the highest it’s been in many years. It receded a bit, and now it’s rising again,” said Gomez, 26, who has been in office for two years. “Our fire and police have rescued some people, and we have some homes flooded.”

Gomez said he left his truck in Uvalde earlier this week and rode into town on a fire truck, then had to borrow a car from the city after Uvalde was cut off by floodwaters.

Members of the Boerne Fire Department work to rescue a woman Wednesday in Boerne, Texas. (Darren Abate/AP)

Upstream from Kerrville in Hunt, Mike Little concurred that while many homes had flooded, residents were not surprised the way they were last year.

The71-year-old retired handyman lives in a house on a hill overlooking the Guadalupe River. Last year, he helped rescue people from surrounding trees after they were swept away by the river that had risen all the way up a hill to his porch.

This year, nearby Camp Mystic is closed, its owners bankrupt.

Little said that he had not seen anyone swept away, that the river was out of its banks and had flooded some nearby homes — including those that had only recently been restored after flooding last year — but that neighbors were prepared and accounted for.

“This doesn’t even begin to compare to the last flood for us here,” Little said.

He also noted that as opposed to last year, “There was a great deal of communication — texting and calling — among neighbors at 2 in the morning like, ‘Wake up, get out, are you listening?’” and added that the heightened awareness “didn’t have anything to do with the state — it was neighbors.”

Kendall County Judge Shane Stolarczyk, the county’s chief executive, gave a brief update with the county’s emergency manager outside their command center Thursday afternoon.

Stolarczyk called the floods “reminiscent” of last July’s flood, although “we’ve taken on a significant amount more water than last year’s flood.”

He noted road and property damage was “prevalent throughout the county,” although it was too early to assess the total mount.

At least 68 residents had evacuated, he said. “We have state assets on the ground assisting us,” Stolarczyk said.

“Right now, we’re at a lull. We’re expecting a second wave coming down the pike sometime this afternoon. Nothing remotely like what we’ve seen, but it’s important for residents to remain vigilant.”

The National Weather Service warned Thursday that the waters could reach levels similar to those of the floods last summer, with the worst of the current flooding in a stretch between Center Point and Bergheim, Texas.

As of 5:30 a.m. Central time Thursday, the Weather Service warned of “a large and deadly flood wave” heading down the Guadalupe River.

“The river gauge at Center Point has risen 32 feet in 4 hours and is expected to reach a crest similar to July 4, 2025 catastrophic river flood. Flash flooding is already occurring.”

Just before 11 a.m. local time, the Kerr County Sheriff’s Office said in a post that the river gauge at Center Point had risen to 37 feet just before 6 a.m. In its update, the office said campers at county camps had been confirmed to be safe.

Satellite imagery captures a cluster of extreme rain and thunderstorms over the Texas Hill Country early Thursday. (Ben Noll/The Washington Post; NOAA)

Amid ongoing flooding, the Weather Prediction Center issued a rare high risk, or Level 4 out of 4, of flash flooding and excessive rainfall for the region west of San Antonio into early Friday. High risks are only drawn 4 percent of the time but account for 80 percent of all flood-related financial losses and 36 percent of fatalities.

Most of the floodwaters were pouring into only a couple of rivers. According to hydrologist Reilly Dibble, the discharge of the Guadalupe River at Comfort spiked 190-fold in just three hours.

[Sun Tzu] I am not a day trader, but I predicted that SPY will hit 744.3 at the close and ...

Sun Tzu — 7/17/2026 4:04:48 PM

I am not a day trader, but I predicted that SPY will hit 744.3 at the close and then fall because that is where the red rail is and I expected it to fall back because who would want to hold it over the weekend.

The real question is where we will land on Monday. I will take bets.
My thinking is that Trump is going to do something stupid with Iran this weekend. But that is almost secondary to where SPX will be.

Have a great weekend everyone.

.

[ajtj99] Energy is the only sector that finished green today.

ajtj99 — 7/17/2026 4:01:32 PM

[ajtj99] iqair.com is a nice site to get air quality forecasts from. I see Pittsburgh is ...

ajtj99 — 7/17/2026 3:48:38 PM

iqair.com is a nice site to get air quality forecasts from. I see Pittsburgh is getting some of the nasty stuff, so it's even bad further east than north Ohio today.

It looks like Chicago is past the worst of it. Next week's air forecast for Chicago looks like a typical clear day for Gary, Indiana.

[towerdog] Ya I got flat with very little profit

towerdog — 7/17/2026 3:11:52 PM

[ajtj99] That's some weakness when the QQQ turns down $0.31 short of filling the daily ga...

ajtj99 — 7/17/2026 3:04:12 PM

That's some weakness when the QQQ turns down $0.31 short of filling the daily gap at the HOD.

[ajtj99] Nikkei sure looks like it made a multi-week low this week. Not sure how that inf...

ajtj99 — 7/17/2026 1:57:54 PM

Nikkei sure looks like it made a multi-week low this week. Not sure how that informs our markets.

[ajtj99] I suspect there are few visitors to the observation deck at the Willis Tower tod...

ajtj99 — 7/17/2026 12:59:08 PM

I suspect there are few visitors to the observation deck at the Willis Tower today. <G>

[Sun Tzu] Have a good weekend. But if you get a chance, please update your QQQ and SOX ch...

Sun Tzu — 7/17/2026 12:25:03 PM

Have a good weekend.

But if you get a chance, please update your QQQ and SOX charts.

[John Koligman] I live in the Chicago suburbs and posted this on the Trump thread earlier today....

John Koligman — 7/17/2026 12:24:40 PM

I live in the Chicago suburbs and posted this on the Trump thread earlier today.

So, while the geniuses in the Chump Administration continue to say climate change is a hoax, the areas in Texas that experienced severe flooding last year at this time are once again being inundated. Some spots have received a year's worth of rain (20+ inches) in a matter of hours.

As a result of the massive fires in Canada, the Chicago area last night posted the highest AQI numbers ever recorded here. Many areas of the city and suburbs were showing numbers in the 700+ range.

My wife and I were both experiencing burning eyes and sore throats, and breathing in general seemed more difficult. When I poked my head out the front door for a couple of seconds the air smelled like a burning electrical fire. Reminded me very much of when I was in the World Trade Center area a couple weeks after 9/11.

Chicago looked like New Delhi when that city has it's winter inversions. This is the worst air I can ever remember experiencing.

Also, people in France are once again dealing with triple digit temperatures, and I saw that it hit close to 115 the other day in Montana.

[Sun Tzu] I'll be taking a walk by the Mediterranean sea as soon as the weather cools down...

Sun Tzu — 7/17/2026 12:23:00 PM

I'll be taking a walk by the Mediterranean sea as soon as the weather cools down a little and the sun begins to set ;)
The weather here is just perfect!

[Sun Tzu] I only have half a brain, so it has to be either the market, vacation, or work. ...

Sun Tzu — 7/17/2026 12:21:11 PM

I only have half a brain, so it has to be either the market, vacation, or work.
It has to be only one thing because I can't split half a brain.

[Sun Tzu] Wife is sick, so I we're not going out much. Real vacation should start soon. B...

Sun Tzu — 7/17/2026 12:19:18 PM

Wife is sick, so I we're not going out much.
Real vacation should start soon.

BTW, I'm actually up for the day, despite several dumb mistakes.
Amazing what cutting losses early and establishing the right long-short position can do for you in choppy markets.

The real test is if I stay ahead on Monday or regret my actions today.

[ajtj99] The thing that's not being said is even if they stay inside, commercial HVAC sys...

ajtj99 — 7/17/2026 12:06:25 PM

The thing that's not being said is even if they stay inside, commercial HVAC systems usually have an MERV rating of 7 or 8, and in places with all that Canadian soot in the air, you need MERV 13 or higher to get those particles filtered out of the HVAC system.

NYC isn't as bad today as yesterday. However, if they still had open outcry at the CBOE in Chicago, those guys would be losing their voices and maybe even be keeling over from the bad air quality.

Northern Minnesota, Wisconsin, northern Illinois, Michigan, northern Ohio, and northern Indiana all got hit bad today according to the air quality maps.

[Sun Tzu] I heard about that. My daughter is in NYC and she said you can't breath outside....

Sun Tzu — 7/17/2026 11:57:22 AM

I heard about that.
My daughter is in NYC and she said you can't breath outside.\
The entire north-east is in smug.

[towerdog] I have a lot on my plate, but the market keeps half my brain occupied......I was...

towerdog — 7/17/2026 11:57:22 AM

I have a lot on my plate, but the market keeps half my brain occupied......I was thinking about the last time I made a web search it's been a while, what's happening to go Google it? I think they are eating the cash cow.

[ajtj99] Bloomberg - US Corporate Insiders Are Selling Stocks at a Near Record Pace bl...

ajtj99 — 7/17/2026 11:56:00 AM

Bloomberg - US Corporate Insiders Are Selling Stocks at a Near Record Pace

bloomberg.com

US executives are selling shares at the second-fastest pace in more than 20 years, a classic red flag to some investors because it suggests people with the most corporate knowledge are wary about markets.

Corporate insiders sold $77.6 billion of stock during the first half of 2026, a 20% increase from a year ago, according to EPFR Global Market Intelligence. The only time the selling spree was more intense was back in 2021, when markets were flush with pandemic-driven stimulus cash.

“Insider activity suggests executives are not especially eager to increase their exposure at current valuations,” wrote analysts including Winston Chua at EPFR.

In contrast, stock buying by corporate insiders has been subdued. They purchased just $6.9 billion worth of shares in the first half. That’s only modestly above the seven-year low of $6.7 billion recorded a year earlier.

[ajtj99] The Model Is Not the Moat. The Flywheel Is: How to Read the LLM Race After Kimi ...

ajtj99 — 7/17/2026 11:49:14 AM

The Model Is Not the Moat. The Flywheel Is: How to Read the LLM Race After Kimi K3 (This is why open-source is winning the AI race)

globalsemiresearch.substack.com

what Kimi K3 really proves is not that model companies have no moat, but that the model itself is not the moat.

Raw model capability is becoming commoditized very quickly. A model can top the leaderboard today and be matched by competitors a few months later. Model capability still matters. It determines whether a company can sit at the table. But it is becoming harder for model capability alone to form a durable moat.

The real long-term value lies in the flywheel formed by the model, workflow, feedback data, customer relationships, and reinvested revenue.

There is also one detail that is especially easy to miss: an open-source model being widely used does not mean the model company captures the corresponding revenue. This is particularly important for Chinese AI model companies, because it determines whether model influence can actually become commercial value.

[ajtj99] China is getting way more bang for the buck with AI. The US AI bubble looks like...

ajtj99 — 7/17/2026 11:46:16 AM

China is getting way more bang for the buck with AI. The US AI bubble looks like it's in a slow-rolling crash:

[ajtj99] Kimi's the thing today, but just look at how DeepSeek's been able to dominate th...

ajtj99 — 7/17/2026 11:42:38 AM

Kimi's the thing today, but just look at how DeepSeek's been able to dominate the past year:

A standardized intelligence task on DeepSeek’s V4 Flash model costs about two cents. The same task on Anthropic’s premium model runs over two dollars, according to benchmarking site Artificial Analysis which compared them on different kinds of standardized tasks. The difference racks up fast for companies using these models at scale, and it’s increasingly hard to defend using pricier models. San Francisco’s Lindy AI said it slashed its AI spend by 90% after switching.

[ajtj99] Here's why Kimi shook the world last night. It's newest AI version jumped 17-pla...

ajtj99 — 7/17/2026 11:37:55 AM

Here's why Kimi shook the world last night. It's newest AI version jumped 17-places and leaped the best US AI code at 1/2 the cost.

[towerdog] MP fill @ 44.23

towerdog — 7/17/2026 11:36:42 AM

[ajtj99] You are supposed to be on holiday in a gorgeous location. You should be doing th...

ajtj99 — 7/17/2026 11:18:05 AM

You are supposed to be on holiday in a gorgeous location. You should be doing that!

Btw, good thing you are where you are. I saw the cloud over the GTA yesterday from the Canadian wildfires. It must be hard to breathe when that's going on.

[Sun Tzu] I spent the morning selling. I still have more to sell.

Sun Tzu — 7/17/2026 11:13:59 AM

[ajtj99] While there was a nice low made today and things rotated out of safety, I'm not ...

ajtj99 — 7/17/2026 11:09:27 AM

While there was a nice low made today and things rotated out of safety, I'm not sure this is the end of it. We have nearly 2-weeks until the mega techs report. That's a long time.

Furthermore, if you look at the SOX weekly, it looks like a parabolic move that is retracing in a bell curve. That's concerning.

[towerdog] SKHY filled @ 155 thinking it has institutional support opposite of SPCX

towerdog — 7/17/2026 10:38:40 AM

[catou1] all out, busy day today for me. Nice weekend to all.

catou1 — 7/17/2026 10:31:56 AM

[catou1] already at .236 ret.

catou1 — 7/17/2026 10:24:12 AM

[catou1] sorry I thought my post on SOXL went true... crab complete [graphic]

catou1 — 7/17/2026 10:06:35 AM

sorry I thought my post on SOXL went true... crab complete

[Sun Tzu] There's a sector rotation going on from high beta to low beta stocks. I've spent...

Sun Tzu — 7/17/2026 10:06:25 AM

There's a sector rotation going on from high beta to low beta stocks. I've spent the last 3 days looking into where the money is going into, and it's all the boring stocks: guys that rent uniform or sell nutrition bars and shakes, or transport stuff and so on.

Whether or not this will continue is anyone's guess. But for now that is what's happening.

[Sun Tzu] Thanks! I've been looking at them too.

Sun Tzu — 7/17/2026 10:00:00 AM

[catou1] SOX closed 18 May gap

catou1 — 7/17/2026 9:54:02 AM

[catou1] QQQ daily, hit support this morning next target is .382 ret. [graphic]

catou1 — 7/17/2026 9:51:24 AM

QQQ daily, hit support this morning next target is .382 ret.

[Qone0] Well that pattern failed. Trump says China interfered in elections, China respon...

Qone0 — 7/17/2026 8:46:40 AM

Well that pattern failed. Trump says China interfered in elections, China responds with Kimi K3 AI model. Market tanks.

[towerdog] I watched the Trump show last night and woke up with an idea. Rare Earth could ...

towerdog — 7/17/2026 5:50:14 AM

I watched the Trump show last night and woke up with an idea. Rare Earth could come back into play.......they are tanking now, going to keep my eyes on the sector.

[Sun Tzu] If I have to call it, I say that NQ is headed for a 26k handle.

Sun Tzu — 7/17/2026 12:40:33 AM

[Sun Tzu] Vance will be worse than Trump.

Sun Tzu — 7/17/2026 12:17:31 AM

[ajtj99] At $122.39 tonight, ORCL has given back over 3-years worth of gains. This is jus...

ajtj99 — 7/17/2026 12:06:06 AM

At $122.39 tonight, ORCL has given back over 3-years worth of gains. This is just a start. They may end up in bankruptcy court (and then bailed out).

Larry Ellison is going to be several hundred billion dollars poorer when this is all done. He might even be down to being a low Tre Comma guy, like $40-billion low. That would be down about 90% from his peak in Sept. 2025 at around $388-billion.

[ajtj99] KOSPI is on holiday today. SOX is down nearly 2% in overnight trading, using SOX...

ajtj99 — 7/16/2026 11:04:55 PM

KOSPI is on holiday today. SOX is down nearly 2% in overnight trading, using SOXL as a proxy.

[ajtj99] I've always assumed he pardoned himself and his entire family prior to leaving o...

ajtj99 — 7/16/2026 10:48:39 PM

I've always assumed he pardoned himself and his entire family prior to leaving office in 2021.

That's just for federal crimes. Anything that is state or possibly even civil is not included (I'm an amateur at the legal stuff).

In edit, he probably needs fresh pardons for new stuff.

[Lou Weed] << This may be what they are trying to prevent the-verdict-is-in-he-wont-sur...

Lou Weed — 7/16/2026 10:36:14 PM

<< This may be what they are trying to prevent the-verdict-is-in-he-wont-survive>>

Great - so Jaba the President gets to jump ship with a full pardon and all his fraudulent largesse for his freakshow family while we then have to suffer through the Thiel puppet Vance at the helm.

Color me exhausted with all this winning.......

[Speakslow] es alternate view XI CALLS FOR WORLD AI INDEPENDENCE 7570-75=support (watch tra...

Speakslow — 7/16/2026 10:33:09 PM

es alternate view XI CALLS FOR WORLD AI INDEPENDENCE

7570-75=support (watch traps). 7555, 7533 below

[ajtj99] Yardeni - Foreign Investors Piling in Has Marked Prior Equity Tops: [graphic]

ajtj99 — 7/16/2026 9:55:02 PM

Yardeni - Foreign Investors Piling in Has Marked Prior Equity Tops: