MikeSans

MikeSans

BLUF : Sorry Folks if that looks like a Bull then your delusional...more like a FlyingFuukinPig!!! No worries...the Feds & Mr. T know what they are doing...Gaps/Steepening/Narrowing/Widening...LMFAO! Nothing has changed... HEAD SHOTS ONLY!!! Friday...Cheers, I got the first round....WTF! "The Only Easy Day Was Yesterday"

MikeSans Updated 

Yields/Rate Cuts/Repo/QE-Not QE....Does USD Hold here...Doesnt look Good! Head Shots Only!

MikeSans

Beige Books/Tightness/Sharks/NEG Yields/WTF!! High Ground is in the Sight Picture…Lets Watch The-Fuukin-Shit-Show! Stand-Bye...Bust It! Head Shots Only!!

MikeSans

I see both sides...still looking for a "Pullback" Head Shots Only! "You can Shine a Terd All Day Long, BUT at The End of The Day It's Still a TERD" TBD

MikeSans

BLUF: IS IT Different This Time? What is your Pain Level? FED, Trade Mini-Deal, Convexity, TOMOFUUKINPOMOWTF … Adapt or Die!!! Head Shots Only! Note : The T-bill purchase was treated by the debt market as an easing of policy. On the contrary, rates across the curve increased last week. Quantitative easing was driven by the desire to boost the asset side of...

MikeSans

BLUF : And don’t think for one second that Mr. T, the FED or the Fuukin Smartypants have fixed anything. HEAD-SHOTS Only! Not for the faint hearted….TBD BULLSHIT Meter is Off the Charts!!! Simpleton-Leadership #4 4. TEAMs of LEADERS “Stand-Bye…Bust it! Taking down the environment, reducing the noise, defining intent and removing obstacles toward more...

MikeSans Updated 

BLUF : Max pain is the point where “Outsiders” (YOU & ME) feel “Maximum Fuukin Ass Pain," or will stand to lose the most money…essentially the environment is bending you over and your about to get screwed and you don’t even know it! or NOT, is it worth the Risk…UNCERTAINTY/INCOMPETENCE/BULLSHIT is at HIGH ALERT! Simpleton-Leadership #3. ENERGY matters…”Fast...

MikeSans Updated 

BLUF: SEP, early OCT Pullback / Chinese NY / Short Term Opportunity to EONW! TBD...unless a Rocket-Ship Arrives? HeadShots ONLY / NOT for the Faint-Hearted / NO WINING ALLOWED / Stand-Bye....BUST IT! Big Dog, this is Little Dog...You are Cleared HOT!

MikeSans Updated 

BLUF : USD HIGHER Short Term Only (1-3 mo) Nothing new here folks…OCT = High Vix / FEAR + / FED - / Incompetence + / BS Meter + = Searching for Risk On! $98-99 USD Channel forever….EOY = Higher High broaching the last high above 103$…TBD! Nothing last Forever…The FED/Treasury Snipers go for the Head Shot! Reactive as always, but everything has a...

MikeSans

BLUF : Probabilities are High for a OCT Pullback, Who knows how far/how long or will it just skip the pullback and go straight into a fall “Melt-Up”…TBD! The macro keeps chugging along…As many have mentioned…the continued rescue will NOT be from Sovereign Monetary Central Banks but “Fiscally,” on a global scale….Stand-Bye, Bust it!…Always a head shot! What is the...

MikeSans

I do not claim anything...expertise, knowledge...nothing is as it seems! Here's what I do know.... Simpleton-Leadership 1. TEAM over Ourselves 2. It’s All about “INTENT” -Competent Work = Freedom+Resource-Pos+Not-Commanded 3. ENERGY matters…”Fast is Smooth and Smooth is Fast” -We are Always “ON” as Leaders -Project “Stability” -Priorities &...

MikeSans Updated 

BLUF : I HAVE NO CLUE…SEP-OCT Pullback, Santa Run, Melt-Up or Melt-Down…its a typical sideways market where lines are unpredictable due to “Uncertainty and Incompetence” TBD…Please folks keep a reserve (Portfolio: 50/50 Risk On/Off) RANT : Most People/Investors operate/think at the level of “What-They-See,” but the “Real Power-Hierarchies” operate in between...

MikeSans Updated 

SPX - Stairway to WTF!!! BLUF: The boost to Main Street via reduction of the cost of credit, a key business input, may cause the economy to do better and for the general stock market to rise as a result. Triggers: 1) FOMC speaks in Switzerland…nothing new…standard Fed Speak…”Extend the economic expansion” that’s means on 18-19SEP they cut 25bps and not...

MikeSans Updated 

The Global Clustersh*tf**k…get your buying hat on! The Incompetents will not let us down! TBD!

MikeSans Updated 

Inflection PT: Trip Wires Set...it takes 2lbs of pressure for a trigger to be pulled...TBD! The only easy day was Yesterday! Cheers, enjoy your last week of summer...Raise a cold beer! I am....

MikeSans Updated 

Yields/Gold/Face Value/CTAs...Get Out! Load up after Labor Day into 1st wk of Oct and get ready for a fall run as the triggers are pulled by the FED and Futures...TBD. Don't let the smartypants fake you out! Lets see who fades first...Cheers enjoy your couple of weeks of Summer!!! Raise your cold Beer!

MikeSans

BLUF : Pullback/Correction does it really matter? What does the data say? SPX either holds 2812 (X) and stays in a sideways pattern w/fall run EOY 3100 or it breaks 2812 (X) into a downward channel and stays there to join Europe and Asia...Place your Bets!!! What is it a Recession? Stagnation? Does it matter, what is in front of you? The Fed has their dot...

MikeSans Updated 

BLUF : Short Term SPX Pullback / Long Term SPX 3100 end of 2019 beyond that too many variables! FOMC Press Conf today at 2 PM: Depending on the Feds decision & proceeding actions...you may see the Feds Credible Threat taken down and the idea of "Perception" greatly degraded regardless of beliefs/politics! When we look back, there are always many "Inflection...