1. I golfed the Saturday Morning Before Musk SNL Appearance and Both Caddies were Long Dogecoin.

Charlie Bilello https://twitter.com/charliebilello

1. Inflation Related Stocks Underperformance for Last Month

Equities: Stocks that perform well in a rising inflation environment have underperformed substantially in recent weeks – despite the upside CPI surprises.

1. Online CC Retail Spending Rolls Over.