Earnings Recession embrace it to clear excess, we’re in a tightening cycle.
Whats Happening with the US Consumer. Find out in 2 charts.
100YR Commodity Cycle has hit an unfair high 6 years to produce. Embrace Deflation
Credit Spreads HY: 08 or 11 ?
If equities are unstable park your money here.
Next Round of PBOC devalue CNY here
Pitchforks depict centerline has multi decade rotation is evident. Rounding Top of SPX could lead-in to centerline with 1700-1750PT.
WTI Next Clear Setup
Fundamentals don’t support price level. A reversion is forecasted to low 30s to clear excess. Storage continues to be major headwind for WTI
Rule of Angles: VIX