we're in a recession but americans, by and large, are really stupid and don't save a dime so they're still spending like there is no tomorrow because there might not be.

july 4 I am predicting a riot at least somewhere major in the US and/or a "terror" attack. it's priced in at this point.

after july 4, the real panic will start.

the hottest days are in late august.

they'll keep telling us a recovery is likely and we have a robust economy until q3 is released and they literally can't lie about what those numbers will look like.