I remain manifestly bearish on both stocks (value, growth and meme), bonds, Bitcoin and NFTs.
The themes involve inflation, fiscal stimulus, cryptocurrency and whether we're at peak growth.
Probably the best news right now is that individual stock picking has improved.
Seasonally adjusted data, always suspect, has never meant less than now, when there really is no historical comparison -- to anything
It will be interesting to watch crypto while equity markets are closed for three days.
There's one name I've added to today.
There's a big short interest in the name, pushing into double-digits.
With the Memorial Day weekend at hand, it appears that the market already is beginning to lose some energy.
The use case for crypto has dropped dramatically in the past week.
What has caught my attention, if not my fancy, is the world of digital, or cryptocurrencies that trade 24/7.