"Despite last week’s significant buying in tech HF exposure to Mag 7 remains at 5+ year lows"
Stocks posted their largest May gain since 1990
"Global economic surprise indexes that measure incoming economic data against consensus forecasts are at their highest levels in a year"
"US Pensions are modeled to SELL $19bn of US equities for month-end"
"ETF Investors are selling into the rally"
"Silver extends its rally toward multi-year highs, but Q-CTA positioning has only just started to recover"
