Globalization's Crack Up Boom. In Progress...

A fake-believe recovery coming at the end of a fake-believe recovery. What else?

The U.S. just tightened monetary policy for the entire rest of the world, amid the lowest GDP since 2009...

U.S., Germany, UK, Canada bond yields with global GDP:

But that's no problem, because we have "stocks"
Small cap value:

Financials / S&P ratio
Volume is a ratio as well...

The growth / value ratio

Lockheed Martin et al...

Toll Brothers homebuilders...

Schwab with IPOs...

Relative strength. Or not...

The "recovery" within the "recovery"

Ok, if you say so...

"We priced in 15 rate hikes..."

Hook, line, and sinker this time...

Dow versus cash balances:

Sleep with one eye open...because this will end overnight...