Global Markets – Weekly Review

Everybody Wants To Call The Top. (Is This It?)

100+ Charts & Commentary on all major Markets — for your weekend reading.

“Don’t start the week without it”

Best May for stocks in 35 years — just like everyone predicted a month ago…

As always: focus on what stocks are *doing*, and let the MARKET tell you when it’s over.

Looking through the evidence today…

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KEY TOPICS COVERED

One month ago:

In today’s report:

Everybody Wants To Call The Top. (Is This It?)

• Best May for stocks in 35 years — just like everyone predicted a month ago…

• What’s the path of *maximum* pain? (continued)

• Targets reached (continued): Updating signals for a *turning point*.

• Countdown to a decision (continued): what I’m watching closely to reduce exposure for the first time in this rally. One step ahead of the crowd, but not more than one step.

• Adding scans & updating targets: assessing (1) model signals, (2) market behavior, (3) individual stocks.

• Scanning for weakness / SHORTS — weakness is starting to creep in…

FX & RATES — Big macro shift potential (continued).

• Dollar: a major opportunity — watching closely. (*Trend picture is coming together.)

• Bonds moving “on schedule” and as expected — are they a BUY? (continued)

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Open Portfolio & Updated Plan

Emphasizing: an open mind could be the difference between a great summer and an average one. It’s a strong year and I intend to keep pushing — eyes on the next big move.