The buy everything fever has broken. It will be "sell everything" now for at least a few weeks while the dollar rallies.
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Weekly Update
The "Everything Market" shows signs of weakening on the edges, but not yet in equities.
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That Breadth!
The S&P 500 advance decline line today - 245 up, 259 down, index +0.6%. Crazy.
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Still the Dollar
My liquidity measures, FX weather vane and the Money Printing Pump remain friendly to equities.
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Monthly Update
It's still all about liquidity - and there is too much of it!
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Debbie Dollar Downer
Collapsing dollar props up stocks. It’s that simple.
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click chart to enlarge
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Yen Watch
The top two charts here show variations on the same theme - yen strength as a bearish indicator for U.S. equities.
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click chart to enlarge
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Weekly Update
Equities are poised to drop this week.
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click chart to enlarge
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