The watchlist for the week.

The only list to watch this week:

• A continued rally in the USD and commodities (GSG) will pressure equities.

• The CME Group CEO says there has been an uptick in institutional bitcoin activity.

A squeeze in energy is imminent if the 10yr gets over 4% again.

The energy sector is 11% of earnings in the S&P but only 5.1% weighting. Going higher.

Google: In May, the Google.io event will release the CHAT GPT killer. Data is the new currency. Use oversized draw downs as opportunity.

Coupang: Druckenmiller keeps buying…

Interesting but worthless chart.

Use these pairs to help navigate the markets.

Return always wants its risk payment. NOT INVESTMENT ADVICE.