- Some presidents have lucky timing when they start their term as president and some don't
- Joe Biden is starting his term with a setup that on balance is tough
- The sentiment is extreme on the upside, a lot of upside exhaustion signals near highs makes the setup near term challenging
- Adding a new short that reports after the close today
- A look at the recent Bank of America fund manager survey with some extreme readings
- Commodities, Currencies, Bond Yield updates