Closing Thoughts for the Week

Closing Thoughts for the Week

Wait - So Recession Is Still Possible?

About Those Pending Home Sales...

Closing Thoughts for the Week

Transports Confirm Utilities Strength Is NOT About AI

Challenge The Narratives

Closing Thoughts for the Week

This Rally Is Different

It's Being Led By The Wrong Sectors

Closing Thoughts for the Week

Something Is Ridiculously Wrong

Does This Sound Like A Risk-On Market To You?

Closing Thoughts for the Week

Don't Be Fooled

We Are Still In A Currency Crisis

Closing Thoughts for the Week

This Is What A Currency Crisis Looks Like

Something Incredibly Dangerous Is Happening

Closing Thoughts for the Week

A Decisive Risk-Off Environment

Treasuries Start To Re-Assert

Closing Thoughts for the Week

Japan Remains The Canary

Strong Risk-Off Behavior Continues

Closing Thoughts for the Week

Thursday's Foreshadowing

Tail Risks Get Bigger

Closing Thoughts for the Week

The Action In Gold Is Telling

The Warning

Closing Thoughts for the Week

The Fed Knows Something Is Up

There's No Other Explanation

Closing Thoughts for the Week

Utilities And Gold Still In Control

Caution Remains