The Rotation Report
The Rotation Report Podcast
The Rate Trade, Nvidia Wobbles And The Big Jobs Conspiracy
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The Rate Trade, Nvidia Wobbles And The Big Jobs Conspiracy

Hello Friends! Yes The Stock Show is now The Rates and US Dollar Show since that all that matters.

It is our financial journalistic duty to skate where the puck is and then try to scare the living hell out of you so you’ll keep tuning in, so we will do just that.

The Rates and Dollar Trade (:29)

Various Bond Proxies seem to be tracking TLT by the tick

Chart

Do bonds reverse, do the bond proxies bounce? Well Coca Cola KO is one to watch

Chart

Breadth is bad, but still no wash out

Momentum stocks vulnerable to start the week

Nvidia Wobbles and Jensen’s quantum massacre (12:16)

Jensen’s quantum massacre…still a lot of uptrends

The January Barometer Barometer (17:17)

a look at the best/worst groups after the first 5 trading days of the year. What stands out to you?

Earnings Previews (23:16)

Earnings this week is mostly all about the banks

Trucking leader JBHT reports Thursday with the group at trend support

KB Homes KBH reports Monday night with the stock in no man’s land after more than tripling in 2 years.

Picks Of The Week (26:55)

Review

A clean trend in Semi’s

AMD is such a laggard, but it’s an interesting area down here. We debate

Chart

Picks Of The Week

The Big Jobs Conspiracy (37:04)

We hope you enjoyed this week’s show. If you do, you can follow on Spotify and Apple

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