Table of Contents:

1)  Stock investors should be taking today’s geopolitical issues much more seriously.  (Commodity traders are.)

2)  Don’t get us wrong, there are still plenty of reasons to be bullish…especially if you listen to Powell.

3)  Some of the popular bullish arguments right now…actually deserve to be on the bearish side of the ledger.

4)  Updating the charts on the S&P 500 and the NDX Nasdaq 100.

5)  The healthcare and biotech stocks suddenly look quite vulnerable.

6)  The tech stocks done very little over the past month…and there are reasons to think they might fall soon.

7)  The energy stocks are becoming very overbought.  Thankfully, we were very early on this play.

8)  Potpourri…..High ho silver!

9)  Politics….An early look at the 2024 Presidential election from a DC insider.

10)  Summery of our current stance.


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