Saturday marked one year since the COVID national shut down. If you were a Rip Van Winkle type, just waking up from a long slumber, looking at the market performance would give you absolutely no indication of what happened. The Dow made new all-time closing highs Wednesday, Thursday and Friday,…

Yield Spreads Explode Higher – Growth Takes a Time Out The 10 Year yield topped 1.5% for the first time since the start of COVID as investors sold bonds. The Barclays bond aggregate fell for the fourth continuous week racking up a YTD loss of 3%. Some Investors are positioning…