- I expect a rotation back to value from growth soon and the YTD breadth in the S&P remains terrible with 100 up and 400 down
- Bond yields are rising and this was something I've been talking about a lot lately
- The S&P and Nasdaq are getting pretty late with recent upside DeMark exhaustion Countdowns
- Despite the "up market" narrative, there has been some brutal chopping going on with some sectors
- Financials are getting closer to a buy
- Making some changes to the Trade Ideas Sheet today