These 3 are the cornerstones to a new bull market. I see that RZV (Blue) is the last to bounce but it did this week, finally. More Fed tightening worries resurfaced in the USD and in Value stocks since late April. This one month correction has been sharp and stunting.

Yet, most investors are bearish. It’s a bullish signal.


Deflation is dead? Perhaps so. let’s hope we get the 10y rate rising a bit.