Good morning,
If you looked at the major indexes and interest rates, this market couldn’t be more quiet and boring.
If you look literally anywhere else, there are absolutely explosive and wild moves everywhere.
I don’t see some easy narrative that ties it all together, so let’s just focus on what those moves are, what are the bets to make, what are the bets to avoid, and how we can best position ourselves for what is shaping up as one of the most exciting years in recent financial market history.
This week’s report will review:
Last week’s performance
February seasonality
European equities and currency markets
Technology stocks
Defensive leadership and implications
Harsh reversals in precious metals
The breakout in crude oil
and more!
