Insights
This Rally Is Different
For all the false starts, fake outs and general sense of deception that has defined the market action of the past 12...
Here Is The Call Heading Into CPI Tomorrow
None of this is a coincidence with CPI, PPI and Fed minutes being imminent: SPX 4109 BTC 30300 10 year yields 3.4% DXY...
Weekly Note Preview: Bullish Setups Continue To Present Themselves; The Interesting Correlation Developing In The Bond Market; Two New Long Opportunities
In this weekend's 340th edition of Turning Points we have a 9 page note detailing the decision to further add to our...
Long With A Caveat
The decision was made last Tuesday after the close to cover our short positions on the following day's open right as...
Investor Positioning Is Way Off Going Into Wednesday’s FOMC
No pivot. Powell raises rates. Conditions continue to tighten. Risk comes off. That is where we end up Wednesday. All...
The Confidence Game In The Nasdaq That Has Everyone Convinced
There is a confidence game taking place on Wall Street right now. Most everyone is presently convinced that lower...