Table of Contents:

1)  We believe that we’re on the cusp of a full correction in the stock market…that begins very soon.

2)  The Russell 2000 remains an extremely important indicator for the entire market right now.

3)  Even though we are quite cautious near-term, there are still plenty of reasons to be bullish.

4)  Updating the charts on the S&P 500 and the NDX 100.  (Don’t look for “rotation” near term.)

5)  More people are realizing that although “higher for longer” may not be right, but “high for longer” is.

6)  Our bullish stance on gold is working extremely well.  Near-term, however, it’s very overbought.

7)  Consumer cracks?  Maybe, but either way, a lot of retailer stocks look quite vulnerable.

8)  Innovations…liquidity…and euphoria. 

9)  Potpourri…..We still quite bullish on the energy stocks.

10)  Summary of our current stance.


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