Global Markets – Weekly Review

Dollar and Rates — big macro shift underway.

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

“Don’t start the week without it”

*No one tell the Economist…

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Big announcement:

My second-ever podcast on global markets and investing.

Honored to have been invited “back-to-school” once again with Jeremy Schwartz, Global CIO at WisdomTree Funds, and Wharton finance Professor Jeremy Siegel — both from my alma mater.

Links below… Enjoy, have a great weekend!

Spotify

Apple

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KEY TOPICS COVERED

In today’s report:

• STOCKS: Monitoring for a rally Top:

  • “This too will change.” When it does, fortunes will be made and lost (again). Trying to stay one step ahead of the crowd, but not more than one step.

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

• DOLLAR and RATES — big macro shift underway.

• BITCOIN: important tactical update.

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Open Portfolio & Updated Plan