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First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Tim Waterer (KCM Trade) reads unchanged 10-year yields despite soft CPI, PPI and jobs as the bond market being more worried about the long-term US economy than the Fed is.
maybe the bond market a little bit more worried about the US economy longer term than what the Fed is, perhaps.
Tim Waterer (KCM Trade) thinks soft data lets the Fed's doves be patient at the September meeting, but oil prices mean a September hike is not fully off the table.
this week's data gives a little bit more credibility to the doves that want to be patient, but not out of the woods yet for September, I would have thought.
Tim Waterer (KCM Trade) is bullish on chip manufacturers through the end of 2027 on full order books and calls pullbacks buying opportunities.
So I think in the here and now, I think through 2027, I think the chip names are still looking pretty good.
Nasdaq since this was said: ▼ -0.8% · 26,729 → 26,507 · as of 2026-09-04
Tim Waterer (KCM Trade) is structurally bullish gold: easing oil and dollar could take it above 4,500, with 5,000 a stretch this year but possible in Q1 2027.
So I think if we did get some reprieve on the oil and dollar front, that could open the avenue higher for gold above 4500. 5000 could be a bit of a stretch this year, but perhaps in Q1 2027.
Gold since this was said: ▲ +2.0% · 4,380 → 4,468 · as of 2026-09-08
Tim Waterer (KCM Trade) expects USD/JPY to trade in a 153-160 range for the rest of 2026, with intervention chatter above 160.
Quite possibly, certainly not a certainty, but I think we could see it maybe operating and saw that 153 to 160 range for the rest of the year
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