I am just noting what appears to be in play beneath the broad market's surface. With a market in transition, it pays to look under the surface and be aware of the dynamics in play at any given time. But the leadership chain linked above is well intact and as long as SPX holds the key December low of 3764.49 and Semi and Tech leadership continue, we can keep the Goldilocks rally view alive going forward.
The broad SPX includes multi-sectors, including the banking sector. As is typical of markets, SPX tested the limits of our downside parameters yesterday, amid the banking sector uproar. While many charts within the targeted sector areas are looking prospective, the S&P 500 has been our guide as to when to call it a day on the Q4 (2022) - Q1 (2023) broad rally, at least from a US perspective. Semi is leading Tech, which is leading the broad market which, importantly, has avoided a breakdown through our 'do or die' parameter using SPX as an example. I have been focusing on Semiconductor and key Tech stocks, like the beaten down but growing Cloud security area, for example. Now, while anticipating another transition into perhaps more severe liquidity problems later in the year we are currently managing a relatively pleasant interim phase. We've already transitioned from inflationary to Goldilocks, as anticipated. This post from February 28th updated the chain, which was intact then and remains so today.īut the title begins with "macro transition". Microcosm in this case means shorter-term and interim, whereas the 2013 situation began a multi-year Goldilocks phase. So our chain for the stock market has been a microcosm of the Semiconductor > Tech > Broad ( SPX) chain we used in 2013, beginning with the Semi Equipment sector's ramping book-to-bill ratios. While waiting for the gold stock sector to truly become unique (not quite yet) in the post-bubble environment an honest look at the macro will yield a developing fundamentally positive view for gold mining (details beyond the scope of this article), but also insofar as the macro transition from Goldilocks to deflation has not yet come about, a hell of a lot of quality Tech/Growth stocks beaten down and looking to rally (actually, many have already begun to rally). There is a word for what supply chain and related services are doing and it's called "gouging" by opportunistic entities squeezing the inflation hysteria for all it is worth. Based on the leadership of the Semiconductor sector and Tech, it has been dubbed a "Goldilocks" (inflationary pressures not too hot, not too cold) transition, as inflationary pressures ease (the inflation has come and gone, while it's lagging supply chain and services related effects linger on) and the former inflation trades under-perform. Since projecting the Q4-Q1 broad market rally back in November, we have been managing a macro transition within this rally. These hot XXX movies HD online feature the cutest girls ever.Robeo/iStock via Getty Images Our view has been for a macro transition from inflation (past) to 'Goldilocks' (present) to deflation (later) Watch them suck cock, ride cock, take facials and swallow cum. We decided to compile a list of the best %% videos.categories %% sex movies to give you alook at the hottest and naughtiest babes.
Enjoy these sexy pornstars fucking each other until they cum and get covered in cum. They also love threesomes sex and anal sex. Just select any video and start watching hundreds of XXX movies HD online.Īre you looking for %% $t('_sort.' + ) %% %% videos.categories %% sex videos? If yes, check out our collection of %% $t('_sort.' + ) %% adult clips featuring horny %% videos.categories %% pornstars who love to fuck.These beauties will show you their skills in bed, suck cock, masturbate and take a lot of cum in their mouth or pussy. If you are looking for a good collection of %% %% porn videos, you must check out our selection. For those who love porn, watching it is now part of their daily routine. Some people like to see couples sex that look like they are really in love with each other, others like to see several people engage in the same sexual act. Everyone enjoys watching them for different reasons. %% %% sex videos are very common these days. If you want to see some amazing adult scenes, you should definitely check out our collection. Have you ever wanted to watch %% %% sex? %% %% sex videos are available everywhere thanks to the internet.
Goldilocks fist free#
%% keyword %% Free %% videos.categories %% Porn, %% $t('_sort.' + ) %% Sex Videos HD Online
0 kommentar(er)
