After a complete battering of some speculative-tech names, most unskilled traders are still piling into stocks via hefty premium call options. This is happening while the economy is heading into a serious fed tightening cycle. Big money still has some juice to squeeze from them…
The bottom line: The S&P trend is still intact Real yields ripped higher last week, which trashed speculative/tech/Ark MCHI & FB are great risk/reward…
The S&P uptrend remains intact, while the short-term weakness in the dollar helps bid cyclicals. The “risk-on” assets like Bitcoin and tech stocks are…
The S&P 500 hits a new high this morning. Bitcoin will lift everything, along with previous Nasdaq/Tech laggards.
All of a sudden inflation is looking transitory. Energy and commodities are rolling over, while autos have already peaked and bond yields are falling…
The reversal of the reversal has begun.
As correlations with the S&P 500 elevate dramatically, Bitcoin will be the best indicator of risk-appetite.
Early reported data suggest that the variant causes ‘mild/moderate’ symptoms (less severity) and is more transmissible. Bullish for risk assets. Bearish…
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