In this week’s members-only letter we discuss the following topics:
- Our Focus Is On Japanese Yen and Ignoring Any Federal Reserve Commentary
- Which U.S. Stock Market Indexes Have Hit Our Upside Targets?
- What Do We Need To See To Get Short U.S. Stocks?
- The List Of Commodities That Are Now In Play
- Why Financials Will Keep Outperforming
- What Do Semiconductors and Industrials Have In Common?
- Which Sectors Are Benefiting Most From Higher Interest Rates?