Table of Contents:
1) Signs that the system is broken…..Bond Market Warning Signs & Equity Valuation Risks
2) Bull Market Support: Earnings…AI…Growth…and Liquidity
3) Nvidia Earnings: A Critical Test for the Chip stocks.
4) AI Investment Risks & Semiconductor Technical Warnings
5) The Recent Mag 7 Weakness & Emerging Trend Risks.
6) The charts on the Major Indices: Technical Cracks & Key Levels
7) US Dollar Weakness….Hard Assets & Bitcoin Momentum
8) Bank Fundamentals vs. Deteriorating Technicals
9) Japan: Rising Economic, Fiscal & Market Risks
10) Summary of Our Current Stance: Hurricane Season is Here…Buy Some Insurance.
