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AI Spending Mania!, Jobs, Materials, Valuations, Stock Prices vs Fundamentals, Flows, etc.
Correlation Conundrums (Gold, Yields, the Dollar & Stocks), and A 'technically' Extended Market
Inflation Prospects, Mixed (financial conditions/stress) Signals, Markets, the Overall Setup, etc.
Recession Risk Still (but less), China, Inflation, Commodities, Stocks and the Dollar
Less Bad Conditions, Housing Highlights, Fed Cuts and Rates Rise (hmm!!) & Leveraged Market Moves
Consumer Confidence, Small Biz Uncertainty, 50 bps Back on the Table, and THE Issue for the Fed
An Expectations Problem
Jobs Revision Says Something, Powell Doesn't Disappoint, Extreme Myopia, yada yada
Narrative Flip, Sentiment Rush Typical of Extremes, Exit Liquidity Needed, Smallcap Head Fake, Etc.
What (And Why) We're Thinking About This Selloff
Are Markets Now Reflecting Fundamental Reality?
Overboughtness + Extreme Sentiment = Trouble, Some Housing Data, Shipping, Retail Sales, yada yada
Some History, and What the Future Setup Has In Store
