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Timing is everything. Bonds are blasted. Inflation will be tamed.
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Timing is everything. Bonds are blasted. Inflation will be tamed.

Price action is what really matters. Fundamentals are always just a narrative.

GMG Research
Apr 11
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Last week’s article:

  • Levels to watch: S&P 4400, QQQ 350, CORN 26.50, AMD 100, XME 60

  • Expect more volatility.

  • Mortgage rates broke a 40 year trend!

  • Utilities are extremely strong right now & cannot be overlooked

  • Commodities, our miners (XME) and precious metals are still strong

This week:

  • Bonds are getting blasted.

  • QQQ is starting to carve out a base but expect more volatility first.

  • Bitcoin is right near $42,000. As we said, volume profile is the key indicator.

  • Remember, trading one asset class is trading blind.

  • On a serious down day (>2%), we like:

    • GSG, HYG at (5.5% yield), EWZ, QQQ, TGT, WMT and Bitcoin

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Our February chart is still important today

The relative rotation graph. Learn it.

Brazil has potential for a long-term breakout. Commodity play

GSG: Vol fell off and it is looking tight. Bullish on this still.

Bitcoin @ $42,000

Volume profile

Remember…

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Return always wants its risk payment.

For entertainment only. Not Investment Advice.

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