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CRB Squeeze

Inflation, yields, and the slow death of the last regime.

Today, we have two charts and one message: bond yields are poised to surge.

To understand where yields are headed, don’t start with the Fed - start with commodities...

All Star Charts Gold Rush
All Star Charts Premium
Bond Report
Premium
ASC
Jason Perz
Members Only

In today’s Daily Digest, we’ll review the following:

  1. No new positions today.
  2. Adjustment to EFA position.
  3. No exits since the last report.
  4. Current status of open campaigns....
Options Paid to Play
Paid To Play
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📊 Daily ETF Overview 

When you look at the sectors driving this market higher, it’s classic bull market behavior.

Just take a look:Technology, Communications, Industrials, Financials, and Discretionary — they’re all leading...

ETF Power Rankings

Since the NYSE Composite Index launched in 1966, its trajectory has traced not only the rise and fall of markets, but the structural shifts of a world in transformation. In the decades since, we have witnessed the Vietnam War, the collapse of Bretton...

Bart's Charts
$NYA
NYA
f
Can Sweeney's popularity revive the company? No one is really asking yet.

Shares of American Eagle rose 21% after hours for reasons that are a mystery to people who think Sydney Sweeney is "mid".

The "Sydney Sweeney has Great Jeans" campaign, featuring the popular actress in AEO denim, added just under $400 million to...

The Macke Letter
Jeff Macke
$AEO

Every month, I do a monthly Town Hall for my premium members at Macke's Retail Roundup+. This is meant to be a chance for my members to interact directly with me. I'll go over my portfolio, talk about my recent trades, and answer your...

The Jeff Macke Portfolio Plus
Video
Macke Town Hall
Members Only