Stocks Showing Weakness, Deglobalization and The 30-Year Yield

Welcome back to Trends with Friends!

On this week’s episode we review Stocks Showing Weakness, The 30-Year Yield, Deglobalization, Omakase and more.

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Chapters

Welcome (0:00)
We Took A Week Off (1:45)
Fasting Feels Great (3:23)
Omakase Experts (6:34)
Chart Talk (8:07)
Stocks Showing Weakness (13:03)
MakeMyTrip’s Massive Base (16:00)
TIPS vs. Treasuries (17:25)
The 30-Year Yield (20:38)
You Can’t Trust the Narrative (24:50)
Interesting Ideas (27:52)
Deglobalization, Secular or Cyclical? (36:31)
Write Every Day, But Not For Traffic (50:11)
Cook Steak (55:21)

Here are this week’s Featured Charts,

When in doubt, zoom out.

Sectors and Industries struggle at resistance.

This is a seasonally weak time of the year.

Stocks struggle with a strong Dollar.

Insurance via Puts.

A long-term via of the 30-year yield.

Palo Alto presses all-time highs.

Remitly shows relative strength.

Adobe is all over AI.

Adobe’s Risk Reversal.

Inflation Protected Treasury Securities vs. Nominal Yielding Treasuries.

Crude’s uncanny correlation.

MakeMyTrip’s massive base.