THE BIG DATA WEEK

"Home Depot I like a lot I think Home Depot is going to be very pivotal I don't know cuz again like their latest trends have been weird where like they would just do very bad and kind of disconnected from what's going on but I think Home Depot is going to say a lot about the economy I think Home Depot McDonald's or Home Depot Walmart uh even Alibaba but Home Depot and Walmart uh they're going to uh it could reignite some of the uh consumer fears or worries"

"I do think it has maybe 20% downside after we get our first cut and then after that I think uh it'll it'll continue to climb afterwards"

"Mo I mean really I think 52 and if it could get above 53 Mo could go as high as like 55 or even 58 I mean there is a world where $60 Mo exists but after all of this that would be in intense but it's possible I don't know if it's probable though"

"even then there might be a little boost with the rate Cuts but I don't I'm not expecting rate cuts to be uh price increase inducing"

"I think we could see a big pullback in ' 08 or a big pullback in real estate and maybe you know a major price decline but I don't think you could ever I don't know if you'd ever get anything that'll happen like' 08 did"

"I think Vegas Miami there those are usually hit the hardest again cash Industries and places that are really prone to booming bus and then places that don't have good jobs uh then the places with solid jobs will stay will stay up there... 100% I think some of the cheaper places that got very valuable for no reason those will be vulnerable again VI Miami and Vegas those are going to get murdered uh on the downside uh and then I do think if they if it was already like naturally just like stable and didn't go up or down too much those are going to be the places that'll do the same even during a pullback"

"the carry trade might come back if Japan is like a little scared puppy dog and they don't touch it and they're like oh [ __ ] we [ __ ] up and they don't want and they're too scared to talk aggressively everyone's going to pile back into the carry trade meaning the yen is going to weaken again and all of this was for nothing but if they come out and then they're like kind of a little more forceful and then the data supports it then we're still going to be kind of like then it'll keep advancing but we don't know yet the yen is is really weird right now because again it does have to play with the attitude of the Central Bank and whether or not they are more hawkish or doish"

"I think if as we get into rate Cuts that's only going to happen more and more"

"I think this month there's going to be a lot of pops and drops so right now we we kind of been like melting up a little bit but I do think the back and forth you know there's still a there's a lot of time and a lot of events so maybe maybe we'll eat all of our words tomorrow remember PPI and CPI we actually got a lot of stuff we're going to be dealing with this week so good luck my friends good luck"

"I want to say I feel like CPI will be lower and PPI will be higher but than or or vice versa but it's hard to say but I do know that uh you know a lower CPI uh lower inflation the market will take it positively and then anything uh on the high side I think the market will vomit but it I do think there's going to be a Divergence between PPI and CPI but after some of the trends lately it's it's hard to tell because I don't know if we're five months delayed one month delayed and then which one will be the leader or not"

"bitor 880,000 by November"

"I think gold will Top out temporarily when the recession starts and then as the market is finding its bottom gold will bottom out and then rip to a new high just like 08 so literally I do think it has maybe 20% downside after we get our first cut and then after that I think uh it'll it'll continue to climb afterwards"

"the carry trade might come back if Japan is like a little scared puppy dog and they don't touch it... meaning the yen is going to weaken again and all of this was for nothing"

"I think 52 and if it could get above 53 Mo could go as high as like 55 or even 58 I mean there is a world where $60 Mo exists"

"all of the data literally today will probably be your only day that's chill and then after that I think we start to go crazy and I think we're pricing in around like 1 to 1.5 on the week or so"

"if I see real estate slowing down and I do"

"I don't I'm not expecting rate cuts to be uh price increase inducing"

"I think we could see a big pullback in ' 08 or a big pullback in real estate and maybe you know a major price decline but I don't think you could ever I don't know if you'd ever get anything that'll happen like' 08"

"I think the bigger moves will happen after CPI"

"y'all better go and vote otherwise camela is winning"

"I think Vegas Miami there those are usually hit the hardest again cash Industries and places that are really prone to booming bus and then places that don't have good jobs... those will be vulnerable again VI Miami and Vegas those are going to get murdered uh on the downside"

"by September in a month from now they're going to be switching you know uh the rates will be lower so now would be uh a good time to start moving into that"

"I think this month there's going to be a lot of pops and drops so right now we we kind of been like melting up a little bit but I do think the back and forth you know there's still a there's a lot of time and a lot of events"

"I feel like CPI will be lower and PPI will be higher but than or or vice versa but it's hard to say but I do know that uh you know a lower CPI uh lower inflation the market will take it positively and then anything uh on the high side I think the market will vomit but it I do think there's going to be a Divergence between PPI and CPI"