In this week’s members-only letter we discuss the following topics:
- Copper and Stocks Both Went Out At New Highs
- Yield Curves Are Steepening
- Retailers and Discretionaries in General Showing Strength
- Sector Rotation into Energy
- Financials look ready to go: $BRKB and $AXP stand out
- Belgium Broke out. The rest of Europe is likely next!