Table of Contents:

 1)  It’s weird how so many people forget that soft landings almost never take place.

2)  The end of Fed rate hikes is NOT bullish for stocks…when you compare apples to apples.

3)  The action in the high yield market…and with credit spreads…has been incredibly bullish lately.

4)  Why has the Fed shifted to a to a more dovish stance?  Is it JUST due to lower inflation?

5)  The technical “set up” for the tech stocks is extremely poor right now.

6)  Updating the charts on the major indices…which are getting overbought, near-term.

7)  Can the banks really lead a “great rotation” move?

8)  The charts on the yield of the U.S. 10yr Treasury note are very, very interesting.

9)  Gold is testing a VERY important resistance level.

10)  Summary of our current stance.

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