- Just goes to show you, when it's hated, it can outperform. Who was the outperformer for your money in Q1? Bonds baby! Bespoke
- Today is Option Expiration for some weekly options. Monday will be end of month and end of quarter. Redemption selling has been pretty vicious but orderly. Some feel this is the beginning of a larger correction and that reaction rallies should be sold at the higher level. Clear rotation out of tech and small caps into fixed income, financials and oil/gas. Kos picked up slivers of her favorites names last night looking for some window dressing. Keep an eye on USD/JPY for proxy for risk appetite. To those not so brave, let the market show it's direction before pulling the trigger and even then, be nimble and prepared to bail.
- 60 minutes will be doing a spot on Elon Musk and TSLA Sunday evening.
- Early on, there's been market chatter of further easing coming out of Japan and Fed's Evans talking to reporters that he feels rates won't be increased unt
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