And yesterday it happened, the big flush following weeks of volatility compression. $ES down 250 handles in a matter of days. Now the bounce. Events like this can be overwhelming and you’ll […]
Total tax collections rose in July, as did most components, including withholding. If the economy is materially weakening, it’s not showing up in real time…
Gold has broken out of its massive 6 year base pattern. The implications are huge. This report covers the short to long term technical outlook…
The 13 week cycle sell signals from 2 weeks ago finally came to fruition last week. Another great put trade is on the horizon.
Are we hitting the wall here? Markets. Economy. Technicals. Valuations. All appear at a key crossroads here. Last week’s 3% pullback, while in itself not seemingly dramatic, came at a very key […]
Powell had to attempt a modest reset of market expectations. This wasn’t going to be uneventful. Then Trump made it worse.
Is it even possible to add anything else that would make this all seem even worse?
The Treasury paydown game has ended. A deluge of supply isAnd buyers are panicking into bonds, a move that will live in infamy.
Things that happen in one place happen in every place.
The Labor Market isn’t what Powell said it was.
