Midday Missive 11/4/19

Indices want to back and fill.

The rotation is currently keeping the Indices in park.

Long Energy, Banks Russia and China Internet names. the China rotation is spilling over
into the gaming names.

Long duration Bonds are being sold or hedged.
That = Banks up and pressure on precious metals.

Yra’s latest

https://youtu.be/rMP6WwYEBo8

 

 

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