Stop being led by the nose 🎧 #650 (Apr 15)

Dear readers,

Here is Bill Cara’s latest piece. If you missed it, it is a must read and no paywall.

THE RALLY IS REAL. THE REASON IS WRONG.

As a long time learner/mentee of Bill I felt relieved I have been sharing many of the same themes with you all here.

- breadth has been horrible

- the focus on the Buffett cash position or the Buffett indicator that I share daily

- my stay in safety call rhymes with his all cash call

- be cautious of this rally

- I got the sectors right (first energy, then semi ai and uranium)

- disciplined requirements need to be met before trusting this market

- the area I missed and was so curious to read about was his analysis on the SPR and IEA suppressing oil, is likely a one time bullet being spent now with no ammo to do so again if Hormuz remains closed.

While I do not have 50 plus years on Wall St like Bill, I am proud of building a methodology and framework on how to listen to the markets true intentions.

Here are the nuts and bolts of mine, which I plan to teach my kid as soon as she is old enough:

I would never have been able to mimic Bill’s Instat scoring system and he still is teaching me to this day. I highly recommend you subscribe to his service.

https://billcara.ghost.io/

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ORCL is up about 9% from the $155 level I noted just yesterday! As the title says, don’t be led by the nose by anyone. Including me! Learn to spot these types of setups and trade them as a life skill that no one can take from you!

If you don’t subscribe to paywall content, here is a discount.

No Paywall: If you believe in the bull, consider Oracle with a CAVEAT

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Hat tip RGFLG

Allbirds shoe co announces they are now an ai play up 666%.

Lol

Allbirds, a direct-to-consumer shoe brand that ballooned to everyday popularity a decade ago, announced Wednesday it is pivoting to AI compute infrastructure with a long-term vision to become "a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider."

Tax Day!

IRS says Americans are getting back a whopping 10% more back in refunds after the “One Big Beautiful Bill Act” (OBBBA). That amounts to an average of $300 per filer. Don’t spend it all on one trip to the gas station!

However it is better than what we had! It did help our family a lot. Typically as a rule I try to owe vs getting a refund, and owed less thanks to OBBBA.

And if you are a last minute filer don’t forget to expense paid subscriptions to newsletters as continuing education expense. Talk to your accountant first!

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