CPI: Food and Rent were higher than expected (Patreon)

Every economist was calling for 8%. In addition, Cathie Wood and Tom Lee said inflation was falling like a rock.  Well, it is proving to be very sticky across food and rent. All else is coming down. 

re the mkt - it is taking a hit but when you compare prices to a few days ago it is the following 

• TSLA is back where it was on Friday. 
• GOOG looking very very cheap
• SOL is back where it was yesterday. 
• BTC has given back 6% of its massive run and back where it was 4 days ago
• MSTR the call I sold at 260 has done very nicely and is easing the pain of the dip up over 10 points and reducing my SL at 230 down to 220. 
• GOld, Oil Silver down
• 2 year up in no mans land. 
• Fed hike is priced in. 84% there will be a 75 bps hike.