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Today we will be covering...
Today, we will examine bonds.
In the next several newsletters, we will review the Magnificent Seven stocks.
Investor Allocation to Bonds
Investors maximize their allocation to bonds at stock market lows and minimize it at stock market highs.
Shouldn't they do the opposite?
Although investors have been reducing their exposure to bonds, there are no signs of a reversal yet.
TLT Cycles
Bond investors have experienced some rough slapping over the past 10+ years.
This weakness may have been caused in part by foreign banks selling US treasuries and buying gold, as we reported in a recent newsletter; foreign banks now, for the first time, own more gold than US treasuries.
Is it time to dip into TLT?
Cycles suggest waiting until late 2026 or 2027.
We will examine the EW count and cycles of the 10Y Treasury Yield Index in the Pro newsletter.
BraVoCycles on X
If you are interested in financial markets, you are missing out by not following me on X, as I do not have enough space in the newsletter to post all my research, which I try to share on X. Additionally, I frequently post important real-time updates between newsletters.
What’s Next for the Stock Market?
The stock market made little progress since the October high.
Looks like a distribution pattern with an upside bias.
Buy the dip, sell the rip has been working nicely for short-term traders, but the choppiness was annoying for investors. . .
To continue reading about what’s next for the stock market, US Markets, Elliott Wave and Technical analysis of US Markets, volatility, as well as commodities, bonds, forex, currencies and crypto upgrade to Premium Pro. . .
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