The Quick Read - Seasonality is about to rip, VIX crushed, Cryptos are going higher along with US equities.

Our quick take:

• The bulls own the bears and November is uniquely strong for risk assets

• S&P 500: Q1 Target - 5100

• QQQ: Q1 Target - 410

• VIX topped

• Rare earth metals will continue to outperform

• Digital Assets are ripping higher with no remorse. Bitcoin over bonds

• The “Stagflation” trade is overplayed and overcrowded

• Names to watch: Coinbase, Rare Earth Metals, Se…