I will be on vacation next week, so there will be no weekend piece next weekend (nor daily pieces as well)……I will be back on Monday, August 17th…and will return to my regular publishing schedule. Thank you very much.
Table of Contents:
1) Fed Liquidity: Why the Fed may have little choice but to keep supporting the financial system.
2) Long-Term Interest Rates: Why Treasury yields could eventually decline—but remain vulnerable to further increases.
3) Corporate Bonds: Growing credit-market stress, heavy debt issuance, and warning signs for risk assets.
4) Technology Stocks: Why the tech rebound may not be the all-clear signal—and why 2000 still matters.
5) Major Averages: A powerful market rebound that still needs broader confirmation and follow-through.
6) Precious Metals: Gold, silver, and miners are rebuilding bullish momentum after their earlier correction.
7) Energy: Why the Strait of Hormuz, tight oil supplies, and technical setups keep the sector compelling.
8) Aerospace & Defense: A potentially multi-year defense-spending cycle—and why Northrop Grumman stands out.
9) PLTR & KTOS: Two technology-driven stocks on the cusp of potentially meaningful technical breakouts.
10) Summary of our current stance.
