Hello, August, and thank you. Now the million-dollar question: Where does the market go from here?

Sometimes you are the bug, and sometimes you are the windshield. What a crazy two days.

I like going back in time to see if I would make the same decision, and that is what I am going to show you this week. We will also look at our four indexes and see where we are and what the future might look like.

Is there news that might help us next week? Unfortunately, I am not seeing anything positive on the news front yet.

Not a great month, and the S-fund really let me down.

It hit me last night when my head hit the pillow: my math did not add up.

Today was a very nice bounce-back day, and I assume Microsoft had a lot to do with that. The dilemma going into August is that the current market environment is very hard to read. Let’s just get right to it.

We have two days left until the end of the month. Thursday would normally be my tweak night going into August. One day of movement will negatively impact us in the long term, so I will wait until tomorrow to make a decision. a move based on what happened today.

July will not be a win for us unless you are sitting 100% in the G-fund. The markets have been doing a slow melt lower, which is much more preferable to the uncontrollable stair-step lower.

Here is the question. How close to our levels are we to an exit?

Google and Tesla stocks are getting hammered in the pre-market after their earnings reports. There is new war news, and it appears to be escalating. Oil prices just hit $90 a barrel again this morning.

Unemployment initial claim numbers just hit, and the market nosed over again. The only thing trying to interrupt this is that interest rates will not be cut, and they may even rise. Think of more people employed and more people spending money, creating higher prices because of demand.

I will do another post tonight. I will take no action today with my TSP.