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Stocks rallied higher to new record highs, based on a seemingly benign Non-Farm Payrolls report.

Economist Danielle DiMartino Booth reminds us that recessions tend to be marked from the first Fed rate cut.

The Dollar fell.

Gold and silver rocketed higher.

Daisy and I abide, counting our blessings.

The pundit class and their spoke models are misrepresenting what is happening geopolitically, and the risks which are involved.

Madness.

Have a pleasant weekend.

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