· Dow has best October in its history.

· Rotation continues from growth to value stocks.

· Market is priced for perfection with anything but perfect circumstances.

· Inflation will never go back to 2%

· Amazon, Apple, and Netflix disappoint investors.

· Meta and Alphabet hurt by dried up advertising.

· Consumers need to save now and buy later, not buy now and pay later.

· Elon Musk buys Twitter and thanks Peter Schiff.







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