I have been noting that the HUI/SPX ratio can lose the SMA 200 and still be okay as long as it makes a higher low to June, a loss of…
Yesterday we noted 3 sectors very interested in and benefiting from the cyclicality of rising long-term Treasury yields for a day at least. But what if the move is real,…
RINF (inflation expectations gauge) is aligned with the view that markets are rotating, not ending. And that rotation, as of now at least, appears to be toward the cyclicals (and…
Broad Markets As noted this morning to subscriber R.D. who emailed talking about the rotation to value and how it appeared machine driven. R.D.... It does seem obvious to me…