Sign up for my free note here.

I can’t remember the last time the market looked...

Sign up for my free note here.

Bitcoin miners look like they’re just getting started. 

Sign up for my free note here.

Chinese equities are finally ...

Bullish evidence continues to build.

Breadth is expanding, risk appetite is accelerating, and some of the riskiest areas of...

Sign up for my free note here.

Small-caps have been left for dead. Nobody wants to touch them, and sentiment couldn’t be more lopsided. 

Sign up for my free note here.

I’ve been positioning myself for the next leg higher in China...

Sign up for my free note here.

This week has been a good reminder that down days are just part of bull...

Sign up for my free note here.

If there’s one thing I’ve learned about the US economy, it’s that...

Sign up for my free note here.

I was just talking to Strazza about how good 2020 was for speculative...

Sign up for my free note here.

When it comes to sentiment, what better gauge than a fresh magazine cover...

Sign up for my free note here.

Sign up for my free note here.

Sign up for my free note here.

A couple of...

Sign up for my free note here.

Rotation is the...

Sign up for my free note here.

Sign up for my free note here.

Sign up for my free note here.

After years of flying under the radar and being left for dead, Chinese equities are finally showing signs of life.

I’ve been...

Sign up for my free note here.