For the past few weeks I’ve been writing a weekly open letter to readers about what I’m seeing across the stock market, bond market, commodities and currencies. The feedback I’ve received has been unlike any other time in the 5...
"Sell into strength" is still our big theme right now. We're not trying to buy dips. To the contrary, any opportunities that we get to sell into, we want to take. The weight-of-the-evidence suggests there is way too much overhead...
