Macro Observations
What If The Bank Of Japan Is About To Shock The Market & Suddenly Drop Yield Curve Control?
A Massively Underappreciated Risk
Latest
High Yield Spotlight
An Attractive 12% Yield Masks A Lot Of Issues
Look To The Left Of The Equal Sign
Global View
Here Comes The Bank Of Japan Surprise
The Most Important Central Bank Now Isn't The Fed
Leaders-Laggards
Consumers Are About To Tap Out
Tech Isn't Dead Yet, But It's Buckling
Weekly Signals
Putting The Bulls On Notice
A Significant Rotation Just Happened
Lead-Lag Live
The Possibility of a World Without Private Ownership: A Discussion with Carol Roth
Podcast of the Week
Closing Thoughts for the Week
The Past 3 Days May Have Changed Everything
This Can Not Be Ignored
Macro Observations
The Melt Up Has Happened. Now It’s Time For The Crash.
It Happened in 1987.
High Yield Spotlight
A Pretty Good Japan Fund
Fighting A Challenging Backdrop
Global View
The Sweet Spot
Until The Credit Event
Leaders-Laggards
Market Breadth Widens
But Extreme Risk-On Has Peaked
Weekly Signals
Can Overbought Stay Overbought?
Watch The Dollar