The Rotation Report
The Rotation Report Podcast
The Inflection Show
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-27:55

The Inflection Show

Hey there! I hope you had a great Thanksgiving weekend.

If not - I hope it was at least better than Ryan Day’s.

We’ve got a special Stock Show Episode this week.

Business actually picked up on the holiday shortened week

Topics include:

  • Have bonds bottomed?

  • Why are individual investors bearish all of a sudden?

  • Did we just reach a key inflection point in semi's and more?

  • Communist talk

  • Plus, we discuss the podcast heard around the world as it ties together everything we're seeing in markets today

Spotify Link

Apple

Bonds have turned the corner?

Is that a top in mortgage rates?

Zillow is on fire

Individual Investor Bears spiking all of a sudden

Did semi sentiment just blow out?

SMH at the 200 day

SMH relative strength holds up

Is that China firming up? BILI and FUTU with some bullish wedges forming?

Breakout of the week: Soundhound AI

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