TOPICS AND TIMESTAMPS:

Slowdown 0:00

Eyes On the Fed 0:16

Economy Halting 4:19

Don’t Buy the Dip 8:31

What To Watch For 10:52

This is not a simple slowdown, this will be much more difficult. If you recognize the patterns in what I will show you today, you will be able to navigate and hopefully prosper. Sound good?

Fed minutes June 2022

https://www.cnbc.com/2022/07/06/fed-minutes-june-2022.html

https://bucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com/public/images/19dafc17-c851-45f1-b783-e41d8ca1e7c9_1000x477.jpeg (1000×477)

https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F19dafc17-c851-45f1-b783-e41d8ca1e7c9_1000x477.jpeg

recessions more frequent.jpg (721×426)

https://cms.zerohedge.com/s3/files/inline-images/recessions%20more%20frequent.jpg?itok=pLdSd7OP

private sector capital flows.jpg (1066×1000)

https://cms.zerohedge.com/s3/files/inline-images/private%20sector%20capital%20flows.jpg?itok=fBGs9m2z

Online Ad Slump Won’t Be a Blip for Google, Facebook, Others - WSJ

https://www.wsj.com/articles/online-ad-slump-wont-be-a-blip-for-google-facebook-others-11657105381

Supermarkets put security tags on cheese blocks as stores tackle shoplifting amid soaring food costs

https://www.msn.com/en-gb/news/uknews/supermarkets-put-security-tags-on-cheese-blocks-as-stores-tackle-shoplifting-amid-soaring-food-costs/ar-AAZeau2

Are widespread layoffs coming? How the pandemic has changed employers' recession strategy

https://news.yahoo.com/widespread-layoffs-coming-pandemic-changed-120031683.html

2022-07-06_07-02-02.jpg (896×651)

https://cms.zerohedge.com/s3/files/inline-images/2022-07-06_07-02-02.jpg?itok=3bqm6JXs

UK new car sales: weakest June since 1996 | Auto Express

https://www.autoexpress.co.uk/news/105893/uk-new-car-sales-weakest-june-1996

(1) Tom Hearden on Twitter: "$1 invested in $GE in Q4 1994 is worth $1 today https://t.co/OiJq02mghV" / Twitter

https://twitter.com/followtheh/status/1544744863727591425

Petar Momchev on Twitter: "Druckenmiller: "I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction."" / Twitter

https://twitter.com/momchev12/status/1544663585661616134?s=21&t=YodzU7XdulG7RnhrjvEXWQ

Macau locks down landmark Lisboa hotel after COVID cases found | Reuters

https://www.reuters.com/world/china/macau-locks-down-landmark-lisboa-hotel-after-covid-cases-found-2022-07-06/

Nothing on Horizon to Rival Dollar’s Status, Fed Study Finds

https://finance.yahoo.com/news/nothing-horizon-rival-dollar-status-131852935.html

Consumers Say 2022 Is the Worst Economy Ever - WSJ

https://www.wsj.com/articles/consumers-say-2022-is-the-worst-economy-ever-11657103575

Are U.S. Gasoline Refiners Running Out Of Steam? | OilPrice.com

https://oilprice.com/Energy/Crude-Oil/Are-US-Gasoline-Refiners-Running-Out-Of-Steam.html

Europe Forced To Pay Even Higher Prices To Fill Gas Storage | ZeroHedge

https://www.zerohedge.com/commodities/europe-forced-pay-even-higher-prices-fill-gas-storage

BW-STATES_Sp22.jpg (1152×1548)