The Stock Markets Rebound Has Been Driven By Stalling Japanese Yen

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The yen has stalled and that has given the stock market permission to rally.

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Charts used with the permission of Bloomberg Finance L.P. This report contains independent commentary to be used for informational and educational purposes only. Michael Kramer is a member and investment adviser representative with Mott Capital Management. Mr. Kramer is not affiliated with this company and does not serve on the board of any related company that issued this stock. All opinions and analyses presented by Michael Kramer in this analysis or market report are solely Michael Kramer’s views. Readers should not treat any opinion, viewpoint, or prediction expressed by Michael Kramer as a specific solicitation or recommendation to buy or sell a particular security or follow a particular strategy. Michael Kramer’s analyses are based upon information and independent research that he considers reliable, but neither Michael Kramer nor Mott Capital Management guarantees its completeness or accuracy, and it should not be relied upon as such. Michael Kramer is not under any obligation to update or correct any information presented in his analyses. Mr. Kramer’s statements, guidance, and opinions are subject to change without notice. Past performance is not indicative of future results. Neither Michael Kramer nor Mott Capital Management guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment commentary presented in this analysis. Strategies or investments discussed may fluctuate in price or value. Investments or strategies mentioned in this analysis may not be suitable for you. This material does not consider your particular investment objectives, financial situation, or needs and is not intended as a recommendation appropriate for you. You must make an independent decision regarding investments or strategies in this analysis. Upon request, the advisor will provide a list of all recommendations made during the past twelve months. Before acting on information in this analysis, you should consider whether it is suitable for your circumstances and strongly consider seeking advice from your own financial or investment adviser to determine the suitability of any investment.
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I FEEL THERE ARE PEOPLE WATCHING THIS VIDEO AND JUST THINKING WHY THEY'RE NOT PROFITABLE YET AND I WANT TO USED THIS OPPORTUNITY TO TELL YOU THAT YOUR TIME WILL COME AND ALL YOUR DREAMS WILL BE ACHIEVED. I AM ROOTING FOR YOU

riceassociate
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Best analysis yet.
I never miss your podcast.
Thank you.

writetravis
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I think the most important data is retail sales and not employment numbers. Usually unemployment spike in start of recession but retail sales much sort of leading indicator. Less sales > cut cost > fire people.

providencez
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Can we get the big bear market to come in soon?

ArkOmen
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It's confusing to hear about what peaks in the Canadian Dollar do to the S&P while seeing a chart of the USD vs CAD.

Are you really saying peaks in the USD/CAD ratio correspond to S&P bottoms?

evanhayes
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Are there PCE swaps? Data in two weeks?

TheCJUN
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It's obvious this is breaking out. Yesterday itself things changed.

TY-qned