• Bonds and bonds…they will be something to monitor as i suspect the market takes its haircut. Again the relationship between equities dropping and bond yields rising remains intact. But im interested to see if the 10 year continues to move higher and if it does it does present a bullish outlook even for the end of the year. The spread between…

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    • Interesting area of the market to watch…as the market heads for what i believe is a haircut as traders take profits on the incredible run in tech and other names. Watch the two year and 10 year yields. Last year there was a lot of noise in the markets regarding both those yields and their inversion. We could possibly see a combination of both…

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    • After monitoring the markets activity and looking abroad to the markets in asia, and europe. In my humble opinion and analysis across both equities and commodities i expect a broad rally here in the US, Europe, and Much of asia barring possibly japan. China might be hot on the equities plays.

      First lets start off on my favorites.

      As we near…

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      ctl31820, Beau and jgaltnc01
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      • This is one of the best analysis that i have read. You don’t have to be right or wrong in any case but you do make some important points in your analysis. I hope we all learn from your research and report. Thank you very much for the education here.

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      • Fantastic and comprehensive analysis John.  So glad you’re back around more.  Really have missed you and the two of us sharing ideas….

        Finner

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