Global View
Japan Is The Bigger Story
Mothra Inbound?
Newsletter
Leaders-Laggards
There's Tech And Then Everything Else
Papa Powell Is Coming To Town
Weekly Signals
Market Breadth Still Sucks
But AI
Closing Thoughts for the Week
The Gap Widens
Behavior Repeats
Macro Observations
The Signal For A Potential 2nd Round Of Inflation
It Could Come From Chinese Stocks
High Yield Spotlight
High Risk, Poor Performance
A Likely Distribution Cut All For A Premium Price
Global View
Catching China's Falling Knife
Meanwhile, The Dollar
Leaders-Laggards
Half Of The S&P 500 Sectors Are In A Correction
Falling Back Into Old Habits
Weekly Signals
More And More Convinced
But Hurdles Yet To Come
Closing Thoughts for the Week
10 Out Of 11 Sectors Are NOT At All-Time Highs
New Bull Market Bro
Macro Observations
Short Attention Spans Are Killing Investors
Wait What?
High Yield Spotlight
This Solid 10% Yielding Junk Bond Fund Is The Right Portfolio
At The Wrong Time