Are you watching?

Look what stocks and Crypto do with just a little tiny bit of Dollar weakness.

In fact, US Dollar Index Futures...

Here's your chart of the day.

How can it not be?

It's the answer to the question: "What's...

This to me is the big one.

The chart below is the one I'm watching the closest.

You guys have been hearing me pound the table...

I remember 2010-2011 like it was yesterday.

Precious metals were all the rage.

Silver miners were the meme stocks of their day....

Do you see what happens when the US Dollar is falling?

Stocks and Crypto go up.

This IS...

Over the weekend we saw the price of Ethereum jump to new 30 day highs.

Looking a little deeper, you'll find that both Binance and Avalanche also hit new 30 day highs....

"JC what's on your mind these days?"

I get asked this a lot. So it keeps me on my toes.

You can't overstate what a bully the Dollar has been towards stocks in the U.S. and around the world.

We've talked about new 20 year lows for Japanese Yen, and the recent...

In bear markets, you're going to find more stocks making new lows than new highs.

That's just basic math.

In bull markets, you'll...

We laid it out 2 weeks ago in our June mid-month...

You can pretend the bond market doesn't matter all you want.

But I'm here to tell you that this $115 Trillion + market that we call "bonds" is what's moving things around...

Whenever in doubt, zoom out!

That's how I learned it. Mostly the hard way.

And that's something we like to do once a month, is...

A lot of the worst investors I know and people who I regularly like to bet against are preparing for a recession.

Are you?

I've...

The average stock listed on the NYSE is down over 34% off its highs.

The new 52-week highs list peaked in February of last year - that was over 15 months ago!