In this week's edition, we discuss how the breakout in long-term bond yields in the US (and other countries...like Japan) are raising the risks in the stock market. This could create a similar correction to what we saw last February/March. The geopolitical uncertainty is not helping this situation.....We talk about how the "rotation" issue in the marketplace will likely playout over the coming weeks and months as well.
Higher long-term yields are creating real risks for the stock market.
Growing geopolitical tensions are not helping either
Jan 21, 2026









