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10yr/Mortgage Ratio Implies Market Rise Coming

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10yr to Continue Rising?

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Does Data Back Recession Fears?

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The Bipolar Market

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Media Headlines vs Fundamentals

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Can You Hear This??

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Rate Spread Update

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Each “Crisis” Has Been A Buying Opportunity

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Markets May Become Increasingly “Messy”

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Value vs Growth

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A Long Term View To Anticipate Market Peaks

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“The Market Says……”

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Market Top?

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Rate Spreads Imply Lending to Widen

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Rates Rising, Spreads Rising & US Dollar at Pre-COVID Levels