Tuesday Key Notes & Observations

As always — **watch how they close the week**.

Tuesday Key Notes & Observations:

• Equity rotation continues — additional BIG signals discussed in the Global Markets Weekly Review are now triggering as we progress through the week. Friday’s close will be critical — as always, watch how they close the week.

• Rates and the Dollar tracking as expected.

• The Yield Curve continues to develop into a massive opportunity.

• Gold, Gold Stocks, Silver, Platinum — an interesting behavior developing.

• Dollar-Yen, the most important FX pair in the world right now, tracking as expected — watch the next few days closely. Big picture: everything hinges on getting this sequence right, as I wrote here.

• Energy Stocks — signs of life, some interesting charts developing (finally). Let’s cover the best-in-class today.

• Bitcoin — surged from key support levels highlighted. Tracking and updating potential scenarios.

• Chinese Stocks & the U.S. Election— we await the plenum. Related: “everyone jump to conclusions without doing any homework!” is NOT an investment process.

KEY CHARTS

The following charts have my attention:

*Will build on these themes in the next Mid-Week Update and Global Markets Weekly Review — stay tuned.