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Tuesday, April 14, 2026

The Rumor Mill That's Actually Moving Stocks – The Stealth Bull Market Nobody Is Talking About

I think it should be illegal to report rumors just to pump sectors. I also don't see that changing anytime soon.

I think it should be illegal to report fake news — but then what would we all watch for entertainment? 🤣

Yesterday — Dell: A false rumor kicked off at "Semi Accurate (that's the name of the mf website [link]!)" — courtesy of a writer whose own X profile brags about being a "Roving engine of Chaos and snide remarks." Didn't stop CNBC or Bloomberg from running with it. The "rumor" disclosure? That came after Dell had already traded to new all-time highs. Classic.





Today — United Airlines: CEO Scott Kirby reportedly pitched a merger with American Airlines in a meeting with President Trump. Of course it's not happening — for about a dozen obvious reasons — but it was enough to spike the stock 9% in premarket. 🤣




Two Stealth Bull Market Rallies Being Mostly Ignored

1. Transports — Traded to new all-time highs yesterday, up another +2.5%, juiced in part by that United/American merger whisper. Seeing a pattern here?

2. $SOX
Semiconductors — Chips continue breaking out to new all-time highs, up another 1% in pre-market last I checked.

Chart says: Possible whipsaw back to the top of a broadening triangle — guessing wave (D)? I'm standing down... 



S&P — Rallied to new highs after reclaiming the exact support level I flagged Friday night [link → blog → tweet]. Snapped back, and the rest was history.

Bank earnings? Another distraction — just like the endless Iran/oil theater (crude lower again). Smoke and mirrors from the lamestream media.

P.S. $TPOR (3X Transportation Bull ETF) isn't tracking $TRAN. Only up 1.5% yesterday. Check the components.

P.P.S. The elephant in the room is monthly OPEX. If you're smart, you're already hedged.

The rumor mill is working overtime. Bullish desperation hiding in plain sight — and somehow, it's working. Everything else is just noise to keep you chasing headlines instead of the tape that actually pays.

Monday, April 13, 2026

Market Propped Above the 50-Day: Day 3 as Bull Clings to Life Support

Topping the headlines: Trump's errand boy (J.D. Vance) failed to reach a deal with Iranian negotiators in Pakistan over the weekend. Does this hurt his chances in the next presidential election? Not if he pins the blame squarely on DJT and separates himself from the ongoing Trump madness. Meanwhile, Trump’s strategy has shifted from ending Iranian civilization to a harmless blockade. I’m sure the Iranians are shaking in their boots (catch the sarcasm). 
$SPX futures landed on the head of a pin on Friday — a gentle pullback to support – as smooth as the Artemis II splashdown.
FYI: You’ll pay upwards of $500 to get that kind of real-time read in a live trading room. I just do it for fun. I don’t even trade the $SPX.
Played out about as expected ahead of Friday’s open: 
Market closed basically UNCH, while NVIDIA and Broadcom pulled double duty 

FOOLS ON PARADE: 

Investors are looking at the wrong tech stocks [link to story AOL]

Spoiler: Core theme: Small-cap tech is leaving Big Tech behind. 

If you believe that nonsense, I have a bridge for sale in Chicago - email me!

Quick Sidebar: Goldman Just Reported Earnings —Code Bluebulls are watching it bleed out. Paramedics are already on the scene 

$FAS (3X Financials) chart powerful impulse wave - suspected wave A (in a bear market). 

watch for a pullback in wave B, before a finally suckers rally in wave C.    

$FAS 3X Financial Bull 


Back the Market Leaders that Aren't..: Not $TRAN, not $SOX, not Speculative AI 
 
$CMI (leads transports) Jacked back into the bullish channel, as if nothing ever happened. Iran conflict over, no, far from it, just another desperation move by the bulls - intent on getting paid on their weekly calls (options). Another desperate attempt to fix the charts - exposed.  



$MPWR Monolithic Power Systems (Semi leader) - I've covered this bloated AI pig before: trading at a 52x multiple (Ask Grok/Ai for yourself...) Perfect planetary alignment of earning and ceasefire hopes, btu you know it simply as FOMO (animal instincts). 


Oil & energy stocks are set to explode higher - as the tech bubble deflates 

Glad I filled my tank Saturday – only cost $50. Where's that recession everyone was calling for? Market rallies back and the fear porn spigot it turned off.  


Earnings Season to the Rescue? 
Congressional insider trading is set to kick-off this week — WAIT, maybe it already has! 

GOP Leader’s Family Buys xAI Stock Days Before Pentagon Integration sludge.co


Chairwoman Lisa McClain pictured  DJT 
House Republican Conference chairwoman Lisa McClain disclosed the purchase (100,001 - 250,000 in private stocks) made just days before the Pentagon announced a major integration with x/AI. 
Days after the purchase, on Dec. 22, Department of Defense announced plans to integrate X/AI's Grok models into its GenAI.mil platform... [link

2. April 11th, 2026: Trump becomes first president in history to endorse a stock by ticker symbol, name-dropping $PLTR Palantir on Truth Social and reversing its 16% freefall in minutes. [moneywise.com] 🤔

3. April 10, 2026 Warren, Whitehouse Probe Suspicious Oil Trades Surrounding Trump Iran Announcements [banking.senate.gov]    

P.S. April Options Expiration Friday in focus, ahead of the next FOMC meeting. Inflation numbers came in red hot on Friday, so don't expect the Fed to bail out the bulls again.