The market hates it when bonds are making outsized moves.

It's less about when rates are rising or when rates are falling.

The bigger point here is that when interest rates are making very aggressive directional moves, that's what...

This is where it all starts folks.

The story starts and ends with the Bond Market.

You may not like it. I know I certainly don't. But that's the world we've always lived in. And it's the world I would expect us to be in for a long long...

This chart really stood out to me this week.

We just saw the Australian Dollar vs the Japanese Yen close at the highest levels since 2007.

Software is supposed to be one of the leaders of the Nasdaq.

But this time around, it's one of the groups trying to drag it down.

This historic bond market crash continues.

And to be fair, it might not seem like a "Crash" because bond market volatility is still relatively low.

Stock prices don't go straight up, even during bull markets.

Corrections are a normal phenomenon.

Messy market environments are perfectly normal too.

And that's exactly what we've seen.

To be clear, corrections and...

Months and months are going by with little to no progress at all in the major U.S. Stock Market Indexes.

Just look at the returns by sector since the beginning of March....

How's this messy market treating you?

Are you happy the market is a mess? Or do you find it frustrating?

Keep in mind, the S&...

The month isn't over yet but I peaked.

How many assets can you think of that have been positive every single month this year?

...

The Japanese Yen hit levels last night not seen in over 30 years.

There was historic volatility this morning and some key reversals that may or may not hold over the short-...

Imagine being one of these people who are lying to US citizens about falling interest rates?

Or worse, imagine being one of the poor victims who actually believed them?...

You're finally seeing some of that defensive rotation with Utilities representing the only sector that is hitting new 6-month highs this week.

Here is a chart of Utilities...

Stock prices don't move based on "fundamentals".

Prices move based on positioning.

When investors are primarily on one side of a...

Have you counted how many stocks and sectors put in failed breakouts?

Market breadth has been deteriorating so fast that most of the "breakouts" that everyone was so...

How's the stock market correction treating you so far?

The Nasdaq100 is only up 1% this year, underperforming a typical year for the market by a long shot.

You can now add the Dow Jones Industrial Average to the list of indexes that are DOWN for the year so far.

I've argued many times that the Dow Jones Industrial Average is...

Gold is one of the biggest winners so far in 2024.

But you can argue that it's really the commodities complex that is leading, and Gold is just one of them.

I have three big ideas to take advantage of the current markets.

It's pretty obvious to everyone now that this year is not like last year.