Was That The Market Bottom?

Some Important Data Points To Watch

If you’ve gone fishing these last few weeks and been buying up some high quality stocks, congratulations.

October’s been great.

As I’ve been highlighting in recent weeks, the risk : reward propositions have made a lot of sense and to quote directly from our most recent letter on Tuesday.

“Volatility with stocks moving to the upside is still upside.”

So far this month we’ve seen some big moves in the US major averages.

• SPX +4.5%

• DIA +8.5%

• IWM +4.7%

But what comes next I hear you ask?

I of course don’t have a definitive answer because nobody does, but there are some incredibly interesting data points that are beginning to make a lot of sense because the bond and currency markets are communicating a lot information just now.

In this months deep dive video analysis into the broader market, I’ve covered the bond market, currencies and also included some key sectors and stocks beginning to display signs of relative out performance.

If you find value from the below work, please do like and share, it would be incredibly appreciated.