- Government Shutdown Day!!!
- Market's been slowly leaking downward supposedly over the fear of this day. My guess is that they do a Continuing Resolution and the market gets a brief rally until it realizes that the October 17th Debt Limit is fast approaching. This is all complete nonsense. Oh well.
- Leaning to the short side on any rallies which fail short of new highs.
- Looking for the August lows to be taken out and the June lows to be challenged.
- Presidential Cycle below.
The Closer – Data Center Credit, Homebuilders, Margins – 10/16/25
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