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Traders flipped the script for the big indices, and we saw a nice bid take shape under stocks coming out of the weekend.

The past two weeks have been a kind of slow-motion Groundhog Day for stocks - selling on Monday, rallying Tuesday to Thursday, and selling on Friday. We’ll see if we can break that short-term pattern in just a few days.

Taking in the lay of the land, I see precious metals continue to look great, while crypto is still trying to get its legs under it, at least in the near-term.

We’re being presented with some interesting opportunities regardless. I like what I’m seeing in Chinese stocks and in my services we’ve been increasing our exposure there; I think U.S. investors could be blindsided by under-performance in American stocks for a good chunk of 2025.

That said, there are still opportunities to be had in the U.S., but I think the easier setups may be abroad. Here’s what I mean…

Video Length: 00:10:28

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