Good morning:

After yesterday’s marathon, I’m back live this morning at 8:45 am.

Look… the market is telling us something.

Gold's ripping. Silver hit another all-time high. The dollar can't find a floor. And last night, Big Tech split right down the middle. META's up 8% on a monster outlook. Microsoft's down 6% because the AI tab is getting expensive and the returns aren't showing up yet.

That's not noise. That's the market sorting winners from pretenders in real time.

Meanwhile, all three of my momentum readings flipped red this week. The Russell's been dragging. And the Fed gave us nothing new yesterday… which means the uncertainty sticks around.

We'll talk about the Fed, earnings, and what to expect in an environment where the odds of a reversal are building.

All you have to do is click here and join the room.

I’ll see you in 15 minutes… This is a critical conversation today…

See you soon,

Garrett