ANDIKA BULLETin 15 JUL 2024

Quick note this morning.

Fearless. Defiant and Heroic.

This is the image that will see Trump re-elected in NOV.

After surviving an assassination attempt, President Trump didn’t hurriedly rush off the stage. Even after he was surrounded by multiple Secret Service agents, and it became evident that his life was in danger, he chose to stand on the stage and raise a fist in the air to show the world that the engine that drives him to push forward still hadn’t shut down.

And if you view the USA like I do right now, as a scattered, disorganised free-for-all, badly losing its grip on both law and order and its moral compass, a little drive, direction, perseverance and courageousness could go a long way...

Quickly to the mkts.

the big picture equities remain in a universe of their own relative to global liquidity...

Are US stocks expecting a massive liquidity fest?

Something is broken.

Meanwhile, Bitcoin’s price may have seen its draw down bottom as the German government has now run out of Bitcoin to sell, and technical indicators point to the potential beginning of a re-accumulation phase according to CoinTelegraph.

Those not following the Bitcoin Bouncing Ball - the German Govt had just under 50,000 Bitcoin to sell (about USD$3bn worth) and the Germans are done!

Spot Bitcoin at the time of writing this report was USD$60,801 or about AUD$89,743

Anyway - got a lot going one this week and next week - moving house soon so these reports will be short and brief.

Happy Monday!

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