hubrick, I will send you an email explaining the timing of the different KISS signals and also would be happy to set up a call to go over it.  pls check your inbox.  thanks, Eric

This is not a trading story but a fundamental story and that is what I was pointing out in my orig. post.  AMRZ is the largest cement supplier in North America.  Insider buying has been extraordinary and now interestingly enough after the Q2 earnings miss, those insiders are underwater w/their shares.  Whether it's building AI data centers or infrastructure/housing in this country, at some point, cement will be needed.

hi gaston, I sent you an email to reach out to set up a conversation to discuss this and how you can utilize BPT in the best way.  pls check your email, thanks.

I'm not saying the USA has that option, Matt asked the question of what the article meant and I replied by saying that I believe that is what Trump meant by his statement. My background is economics and history and I can mention Triffin's Dilemma.  It was inevitable that the USA would run into this problem. A country that has the reserve currency of the world needs their currency to settle their own trade balances and also print extra so that the world can conduct business with it.  Over time, they print more and more and the status of the reserve currency comes into question as it becomes unsustainable.  Reagan said deficits don't matter, and they didn't.  But now mathematics is making it matter.  We also ran into Ferguson's Law in recent years- interest expenditure exceeding military spending.  Look at the Portuguese, the Dutch, the French, the Spanish, the British, all former reserve currencies and in some way shape or form they ran into this issue.  Also, the Chinese are not interested in making the yuan the reserve currency because they will also run into Triffin's Dilemma. There won't be a dominant currency in the future; they are already settling oil w/yuan using gold as collateral.  It's a multi polar world.

He's probably trying to say that as the reserve currency of the world, because the USA controls SWIFT and how the dollar flows, because the USA has military bases around the world and has controlled the shipping/trade lanes for decades (that's what the Hormuz conflict is partially about), the USA has the power to make countries buy Treasury bonds (the dollar). That's what Bessent meant when he said we will grow our way out of debt.  Keep issuing bonds but someone needs to buy them besides us which is what has been happening recently.  In the past it was Europe, Saudi Arabia and China, but now no other big region/superpower is stepping up to buy it, so one option is to use the US military to pressure countries.

EdZ, I'll send you an email.  and for everyone else, if you have subscription questions, email support@breakpointtrades.com 

gwalch- I will send you an email and further assist 

Gold long term chart - $GLD $GOLD would be interesting to see if Gold makes it down to that trend line eventually

WGMI 78 stopped and then re-entered: Alert HP KISS: WGMI 78 Minute went Flat @ 62.653, but is triggering a reentry, set STS @ 58.81

There are warning signs for the equity market for sure.  Although the price trend is still up, things like the $NYSI 9 ema , % stocks above 50 ma , A/D line , etc. show caution, especially the $NYSI vs 9 ema in the near-term.

Amrise, which hasn't been discussed on this site (I have a position) and doesn't have a lot of history because it's a spin-off...but I wanted to highlight that the insider buying has been nothing but extraordinary.  I had Claude look into it and here's what it says about the insider buying:  "Amrize Ltd (AMRZ) has seen one of the most aggressive insider accumulation patterns of any large-cap stock in the past year, with approximately $67 million in open-market purchases across 31 transactions by at least 9 different officers and directors since its June 2025 spinoff from Holcim — and zero sales. Chairman and CEO Jan Jenisch has personally led the buying with roughly $63.5 million committed across five separate transactions, including ~$2.35 million purchased as recently as mid-May 2026 at prices around $49 per share. The cluster spans the entire C-suite: CEO, CFO, CTO, President of Building Materials, Chief Supply Chain Officer, Chief People Officer, General Counsel, Chief Strategy & M&A Officer, and at least one outside director. With insiders buying through both rallies and declines — and at average prices between $46 and $58 against a current market price in the mid-$50s — the pattern reflects deep, sustained conviction in the company's long-term value rather than opportunistic trading."

The July contract of Wheat is almost at the 200sma, if it fails there then I can see it developing sort of a downward channel there

METC still trying today

thanks, or was that for Matt (that's his chart)...you must be referring to the post about software I did in January? https://breakpointtrades.com/blog/post/470054/ or 

Looking at the sectors- today is about Oil and a little of Semi's; even UFO (Space) is down today.  I personally added NOG (Northern Oil and Gas) to my long term portfolio today.  It's very cheap.

We all need to relax.  We're all squirrels trying to get a nut.  We're all trying to do the same thing.  I'm not any type of "guru" of trading.  But what I can say is that I've been trading since 1995 and I've survived.  But would I recommend trading to a someone who is not trading already?  No, LOL.  But I'm too deep into it now that I don't know what else to do.

Let's wait til the end of the week.  A lot of the uranium names were coming to life yesterday, so that factored into my analysis.  OKLO and SMR are also very volatile.  But no, it hasn't been easy, as I hinted at yesterday: https://breakpointtrades.com/blog/post/480666/   The pattern was also objective on OKLO.  Now it broke back into the wedge, could be a fakey.  At the end of the day, unless one has insider information that I don't have, all we can do as technical traders is to trade off of patterns.

$VIX Bollinger Band signal is playing out

Big breakdown today in NIKL.  Terrible.

$GVZ - Gold Volatility Index - contrast this w/the oil one; metals are set up to rally but that haven't which has informational value in it of itself (worrying); plus the $GVZ has lost its long-term moving average