Tweet of the Day (Part Trois)
Position: None
Slugflation (Not Stagflation) Is Here
* The inflation genie is out of the bottle and domestic economic growth is sluggish (not stagnating)…
Position: None
Subscriber Comment of the Day
From Randorama:
Randy 12h ago
The board of directors of Kimberly-Clark Corporation (KMB) has declared a regular quarterly dividend of $1.28 per share. The dividend is payable in cash on July 2, 2026, to stockholders of record at the close of business on June 5, 2026.
Kimberly-Clark (KMB) has paid a dividend for 92 consecutive years and has increased its dividend for 54 consecutive years.
I added to my $KMB long this week.
Position: Long KMB (S)
Quoth the Raven Tweet of the Day
Position: None
Howling About HELOCs
Wolf Street howls about HELOCs.
Position: None
Tweet of the Day (Part Deux)
Position: None
Tweet of the Day
Position: None
My Tweet of the Month
Position: None
Things I Did the Last Two Days
* Added to index shorts: $SPY at $747.51 and $QQQ at $719.69
* Shorted $AMD at $448.03, $INTC at $116.31, $MU at $786.10, $NVDA at $236.81, $SNDK at $1,415 and $TSLA at $445.76.
* Added to these longs: $PEP at $148.63, $PG at $142.66 and $KMB at $96.94.
Position: Long PEP (S), PG (S), KMB (S); Short SPY (S), QQQ (S), AMD (S), INTC (S), MU (S), NVDA (S), SNDK (S), TSLA (S)
Early Morning Trading (5:01 AM)
I have moved from small to very small in the indices.
With S&P futures -77 handles I have covered some:
* $SPY $740.98
* $QQQ $709.65
I plan to re-short strength.
Position: Short SPY (VS), QQQ (VS)