Good fucking morning. It’s a good day to leave humanity behind wouldn’t you say? You read this letter because you don’t want to be average, and that’s a good thing.

The rat race was never meant for you, 9-5, sitting in traffic listening to podcasts like a good boy. We’re 5%ers baby, we don’t care about traffic, it’s piss, it’s sick!

Lock the fuck in, slam that protein shake, get those steak and eggs in ya, cause this train don’t stop for nothing. We’re not stopping till our wallets get like Rich Piana: MUTANT MASS.

The EV battery freaks are getting their dopamine hit this morning. $QS is ripping in premarket after Ducati just flexed a motorcycle with QuantumScape’s solid-state cells.

The street has been waiting years for QS to show real-world use, and a sexy Ducati is as good a poster child as you’ll get.

Sympathy plays $EOSE and $SLDP should catch the crumbs: watch for fast money rotations here. This is the kind of headline that sends the degenerates hunting for the “next QS.”

This week is a gauntlet of data bombs right before the Fed goes into lockup for the Sept 16–17 meeting.

The tape is still clean, boys. The Bull Market Checklist is 8-for-8 green.

S&P 500 closed 6,481 Friday, well above the July ’24 breakout level of 5,667. The 200-day’s been rising 87 straight sessions, breadth is wide, vol is contained, and risk-on/risk-off is still flashing green.

Crowd pressure favors upside and global participation is solid—over 75% of markets riding above their 50-day averages. Pullbacks are just buying snacks. Until something cracks, the path of least resistance is straight up.

Japan just flipped the script. Prime Minister Shigeru Ishiba resigned, and Sanae Takaichi is now the front-runner.

She’s a low-rate hawk, and that means one thing: the yen stays weak. Enter the carry trade pump: cheap yen outflows fueling risk assets around the world.

This could be rocket fuel for global equities until the BOJ or the bond market revolts. USD/JPY is your key chart.