We interrupt this raging bull market to update you on some historic positioning in the bond market that is sure to impact your portfolio, whether you like it or not.

Even...

From the Desk of Kimmy Sokoloff

I've talked about how it's harder to find longs these days.

We had about two rug-pulls today for $SPY and...

Today’s Hot Corner list is a short one.

EcoR1 Capital Fund filed a 13G for Apellis Pharmaceuticals Inc $APLS revealing an initial stake of 5.40%.

From the Desk of Kimmy Sokoloff

All the indices have been on fire.

Earnings are coming up.

We'll see if the bar is low for them and they jump that hurdle or not.

From the Desk of Kimmy Sokoloff

Up and away we go, with new highs all around.

As the saying goes, we're overbought, but we can stay this way for some time...

Today’s Hot Corner list is a short one.

Director John D. Harkey, Jr. revealed a purchase of 100,000 shares, equivalent to $852,000, in Lions Gate Entertainment Corp $LGF.B.

From the Desk of Kimmy Sokoloff

It's another new day, and maybe more new highs.

It's getting harder to find longs.

We do get opportunities, but it's more difficult with things stretched like this.

From the Desk of Kimmy Sokoloff

It was kind of a range-bound day, though some names had nice movement.

$IWM and $QQQ led...

Today’s Hot Corner list is a short one.

The CEO of Calavo Growers $CVGW reported a purchase of 75,000 shares, equivalent to $2,275,500.

From the Desk of Kimmy Sokoloff

We saw decent reversals in a lot of names on Friday. I would think it was warranted, as a lot of names are extended.

I'll watch $SPY to see if it stays below the 449.60 level...

It's hard for me to have a conversation about the stock market without bringing up what's happening in bonds.

Think about it like this, the market cap of all US Stocks is...