Quick Update On Markets.

Like we said before in our previous write-up, “The Everything Rally Is Here”.

Equal-weight S&P 500 has pushed to new highs — participation is broadening, not narrowing. This remains a risk-on environment, with breadth, commodities, and global markets all confirming the move.

China Japan an Europe making new highs

Commodities and precious metals are accelerating:

• AUD/USD, Copper and aluminum are all gaining momentum

• Refiners continue to outperform (Valero)

• The broad commodity index is sitting at 3-year highs

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GMG Collectibles — New Research Vertical

We believe sealed collectibles (TCGs) represent a compelling alternative-asset opportunity, driven by scarcity and behavioral premiums.

We’ve officially launched GMG Collectibles, a dedicated research vertical focused exclusively on sealed trading card products.

→ Read our first post here

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10 Important Charts.

Quality Factor making new highs. Good sign for broadening in the market.

Alibaba is front and center ready to liftoff.

We’ve been warning against ARM since October.