The Rotation Report
The Rotation Report Podcast
The Micro Show
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Current time: 0:00 / Total time: -35:20
-35:20

The Micro Show

Hello friends!

What a production disaster we have here. We thought we had video for you, apparently it was screen grab only, the file sizes are too big etc.

I blame big tech companies, the opposing political party and society in general - certainly not our own inexperience and failings.

Of course the frightening trio of Halloween/ The Day of The Dead and the US Election have brought us a spooky moment in time in the markets.

We talk Super Micro’s Super disaster and the affect on the AI trade

Here’s that ANF CEO accused of sex trafficking

It appears we’re all loaded up to profit off of the bull market

Just as smoothed advance-decline breadth is rolling over

You can see we have not had a big flush in market breadth in awhile.

Microstrategy has filed for the ability to raise 40 billion in stock and debt to buy more Bitcoin. This would be the largest at the market equity issuance plan ever.

We talk election betting markets - AKA noise we do not care about unless we’re trading worthless CUSIPs - and the trades around them

And finally there are always some opportunities out there like the Nuclear

And is this just about our chance to get in Singapore?

Here’s the link to our conspiracy of the week video. Very interesting stuff.

Have a great day

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