S&P 500 defied hot PPI last week, and I expected nothing else – push to all-time highs driven by a key peace initiative that based on all the noises (looking at Europe, a special set of countries...) has great prospects for success. This has powerful consequences for equities, real assets (oil standing apart – I have in mind metals), and for crypto too – see how yields retreated Thursday no matter the hot PPI (more so on poor retail sales Friday) – I covered that in Friday's quick and packed video, just review from the start to the end so as not to miss bullish picks of the beginning of the week, UPST and HOOD, as many of you unfortunately did!

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