We have quite a few new readers, so we want to reiterate that one of our goals is to provide comments from both sides of the bull/bear ledger each weekend.  Therefore, it might sound like we’re talking out of both sides of our mouths at times.  However, we always try to let you know which side of that ledger we stand on at any given time.  So, we’re really just trying to give both sides of the story…while still providing our opinion on which one is the one we are most attached to.

Table of Contents: 

1)  Did Chairman Powell just tell us that the “Fed put” is still solidly “in the money”???

2)  Several areas of the Treasury market stand at critical levels.

3)  Nvidia’s earnings will be THE key news next week.  (Duh)

4)  Index charts….Will the Russell finally outperform for more than a few weeks?

5)  The weakness in the dollar is reaching a key level…and so commodities may rally again.

6)  Copper is on the cusp of a breakout…and silver is poised to outperform.

7)  Updating the chart on the biotech and home construction ETF’s

8)  What will happen to Bitcoin if/when the CBDC’s come to the forefront?

9)  Potpourri….The high yield market still acts great.

10)  Summary of our current stance.