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This evening was packed with big earnings reports, and we’re definitely finally getting some motion that has nothing to do with tariff deals or Jeffrey Epstein. Below are, paired off, four major announcements with the minute bar shown first and the daily after.

None of these is especially surprising, although I’m a bit peeved with myself for ditching my IBM short only since I’m feeling so shellshocked from this lifetime-highs-every-day market of ours. I am once again quite light, at a mere 65% commitment. The problem with lifetime highs is that the euphoria is ubiquitous and there are no meaningful resistance levels to regard when there’s nothing but blue sky above.

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