Time Capsule from Finance 701 (for Paid Subscribers): this was sent to Paid Subscribers on 9/28.
Remember: The Swiss National Bank Scours the Globe and So Does the Bank of Taiwan
What they see today is this…
Interest rates in Germany (still negative, conceptually still nuts), now at the 12-month high.
So very clearly….
This Tug Of War Likely Determines the Rest of the Year (at least)
a. Earnings and seasonality positive
b. This graph definitely negative, QQQ/Tech is very rate sensitive, which makes entire sense, overall.