Europe: Slower Growth, But Higher Yields. How Can That Be Good?

Also, gold is breaking out if a significant way...heading for $4,000

• Can the news out of Alphabet (GOOGL) quickly revive the rally in the tech stocks?

• Global long-term yields are climbing…despite slower growth. Why isn’t this a bigger concern?

• Unless gold’s recent breakout reverses immediately and significantly, we should be in store for another strong rally leg for the yellow metal over the next few months.