The Real Issue in the Middle East is Israel's Concerns Over Iran Becoming a Nuclear Power
Table of Contents:
1) The “Fed put” returned last spring, but today it’s only a “safety net,” not a guarantee of more “steroids.”
2) The real issue in the Middle East is Israel’s concern about Iran becoming a nuclear power.
3) We’ll be watching the XLY…as well as Visa & Matercard…for signs about the strength of the consumer.
4) Our economist, Paul Shea, believes the rate cuts will begin in May.
5) Updating the charts on the S&P 500, the NDX 100, and the Russell 2000 (which is underperforming again).
6) The 200-DMA is key for the US 10yr yield……Also, watch out if/when the yield curve turns positive.
7) Very nice breakout for the healthcare sector, but it’s getting quite overbought on a short-term basis.
8) Bitcoin….Sorry, but we HAVE to talk about it (even though you’re probably tired of all the opinions).
9) Updating the charts on the SMH & XLK…as the tech group is obviously still the clear leadership group.
10) Looking at Iowa, New Hampshire…and South Carolina.
11) Summary of our current stance.