Weekly Signals
It's Not Over Yet
Cracks Continue To Widen
Newsletter
Closing Thoughts for the Week
Higher Volatility Is Coming
And AI Can't Stop It
Macro Observations
What If The Bank Of Japan Is About To Shock The Market & Suddenly Drop Yield Curve Control?
A Massively Underappreciated Risk
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
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