James48843 Account Talk

James, if the current futures were to end the day at its current value, do you think theres room to run

What I’m seeing now is there is a significant pent up demand- greater than what I think is proper for this moment- so, yes, there is a little bit of upside here- simply because people want there to be optimism.

I’m going to ride a day and see what tomorrow looks like. If it continues up, I’ll stay for another day.

But I am still very, very concerned about two months from now- when shelves are empty in stores.

As soon as people start seeing that, and start seeing prices jump from tariffs, then I think it’s going to dive again.

The good news! Today I jump up more than 250 places on the auto tracker, and am now positioned to try and keep in the top ten percent on the auto tracker. That’s my goal this year. I still have a shot at making it.
 
What I’m seeing now is there is a significant pent up demand- greater than what I think is proper for this moment- so, yes, there is a little bit of upside here- simply because people want there to be optimism.

I’m going to ride a day and see what tomorrow looks like. If it continues up, I’ll stay for another day.

But I am still very, very concerned about two months from now- when shelves are empty in stores.

As soon as people start seeing that, and start seeing prices jump from tariffs, then I think it’s going to dive again.

The good news! Today I jump up more than 250 places on the auto tracker, and am now positioned to try and keep in the top ten percent on the auto tracker. That’s my goal this year. I still have a shot at making it.
The administration keeps saying counties are calling. Haven't heard any progress. China says no deal yet. Almost to the point of no return on empty shelves. Good luck hitting the 10% or better in AT.
 
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