The Morning Meeting

 Quotes Catie Woods on being on the right side of change Markets & Macro news All about the 10y yield One of the risks: dollar spike Another risk: Nasdaq bubble bursting As a reminder Last but not least: tax Bitcoin's correction in perspective Themes, Sectors & Corporate news Post Covid recovery stocks are hot

  Quotes Macro & Markets news + = recovery trade Bitcoin's c orrection in perspective. Will consolidate below 10d MAV for a while, before resuming ascent towards new highs Themes, Sectors & Corporate news

 Quotes Markets & Macro news Money Fed expectations 10y yield say growth and inflation expectations rising fast PE derating underway But still a bull market? Managers all in Financial conditions almost too good US dollar Beware the rate of change The cycle Divergence Commodities rally hard but still cheap relative to equities Crypto crash: short term correction in a bull run Themes, Sectors & Corporate news  Theme: sell Covid winners, buy Covid losers Silver squeeze Sugar