5 of 5 thoughts for the weekend In light of uncertainty caused by Kevin Warsh's FOMC press conference remarks, here is the standard Taylor Rule as guidance, which calls for a significant tightening bias.

4 of 5 thoughts for the weekend Is option #sentiment panicked enough? $CPCE

3 of 5 thoughts for the weekend The Hindenburg Omen is back...though we don't have any evidence of clusters of Omens

1 of 5 thoughts for the weekend $SPX is holding up remarkably well considering the upward pressure in 10-year Treasury yields $TNX

2 of 5 thoughts for the weekend I can't believe that I am staying up at night watching how the $KOSPI is behaving, but keep an eye on those Fibonacci retracement levels!

5 of 5 thoughts for the weekend Setting expectations for the Fed? 10-year Treasury yield is tracking Brent prices

4 of 5 thoughts for the weekend Too far too fast? I highlighted the recovery in $XLE last week, but its 5-day RSI is extremely overbought to levels when rallies have stalled in the past

3 of 5 thoughts for the weekend $NDX has violated support, but $NAMO is at or near levels consistent with past short-term bounces

2 of 5 thoughts for the weekend Semiconductors look dreadful $SOX

1 of 5 thoughts for the weekend $QQQ violating support, relative performance of $QQQ and Mag 7 are weakening $MAGS

4 of 5 thoughts for the weekend Here's a longer term perspective on $QQQ Key question is whether the recent recovery in the Mag 7 can save the bulls (dotted red line, bottom panel)?

3 of 5 thoughts for the weekend Equity risk appetite factors are exhibiting negative divergences

1 of 5 thoughts for the weekend Technical warnings from inside and outside the US $QQQ $ACWX

2 of 5 thoughts for the weekend What a price momentum factor unwind looks like $MTUM $JMOM $PDP $QMOM $FDMO

5 of 5 thoughts for the weekend It's hard to envisage a major market top here as A-D Lines have all made ATHs

4 of 5 thoughts for the weekend As $SPX approaches overhead resistance, the relative performance of defensive sectors appear problematic. $XLV $XLP $XLU $XLRE

2 of 5 thoughts for the weekend Beware of $VIX seasonality via @EquityClock on X/Twitter

3 of 5 thoughts for the weekend $SOX uptrend broken - likely consolidation ahead

1 of 5 thoughts for the weekend No #TACO for you: $SPX elevated; 10-year yield elevated, but the real tell is $VIX and $MOVE are low and in the TALO (Trump Always Lashes Out) zone.

Time for "thoughts for the weekend". Sorry I was occupied last week. My wife caught me in bed with this Irish lass, and now the 3 of us share a bed.

5 of 5 thoughts for the weekend As the $SPX consolidates sideways, the relative performance of defensive sectors are perking up $XLV $XLP $XLU $XLRE

4 of 5 thoughts for the weekend $SOX still in absolute and relative uptrends

3 of 5 thoughts for the weekend The #NAAIM Exposure Index nears 100 (leveraged long) #sentiment

2 of 5 thoughts for the weekend The cluster of Hindenburg Omens continue to persist

1 of 5 thoughts for the weekend $SPX consolidating sideways and testing the 50 dma

1 of 5 thoughts for the weekend $SPX consolidating sideways and testing the 50 dma

Time for the animal spirits to take a breather? #IPO stocks are testing the relative resistance zone after exhibiting strong relative price momentum

5 of 5 thoughts for the weekend #Breadth is improving: NYSE and Small-cap S&P 600 A-D Lines recently made ATHs

4 of 5 thoughts for the weekend Brace for some choppiness: #Liquidity indicators have been moving sideways for much of the year