The market's controlling narrative.

• It is all about the controlling narrative in the market.

• Just watch QQQ vs XLE, Interest rates (rising=bad) and Bitcoin

• Chinese tariffs are about to be rolled back. (KWEB stalling for now) Bullish.

• The weakness in yields, crude and copper shows recession is being priced in and we have entered into the demand destruction phase.

• Commodity price are already f…