MARKETS,Anybody even yet?

[olds442jetaway]

Doing more wait and see. Bond yields

[dinghy]

Bond yields

Yes, could be a big problem, and not just confined to the US.

In premarket, I got one fill on TLT just above 83. Now it has rebounded into the green -- above 84.

[dinghy]

Buying (more) AMRK A-Mark Precious Metals under 20. It looks very unloved in a hot sector.

The company operates multiple brands, and controls the gold dot com and silver dot com domains.

[olds442jetaway]

Looks like Buffett may sell Kraft-Heinz. Has been steadily going down for 2 years. Probably, due to a struggling junk food market. BGS is in the same pattern.

[dinghy]

BGS is in the same pattern.

https://finance.yahoo.com/sectors/consu ... ged-foods/

Yahoo Finance measures the Packaged Foods industry as 72 companies with 236b total market cap.

5-year return is indicated as -11.6% vs +97.7% for the S&P 500.

The only top company having a good year is PPC Pilgrim's Pride. All the others are either down or unch.

[FAA]

My people did sell 3 UNH at $385. Unfortunately, I am stuck with 5. I will likely dump them at -$100 per down the road. As many misses as hits of course.

[dinghy]

All-time high on a red day. Gold miners +9% for the week.

My annoyance of the session was SBSW Sibanye-Stillwater. It's been a huge winner, doubling off the April lows near $3. But I missed my opportunity to take profits because today's winning happened while I was asleep .

[FAA]

We snooze, we lose. Timing never works in my favor.

[olds442jetaway]

The Trump Tarrif talk will temporarily tank AAPL and Berkshire. May wait till the dust settles if it does and pick up a bit more. I don’t own AAPL individually, but it tanks Berkshire and my 403b that has a ton of it