Haven't listened to newsletter yet but what are you guys thinking here on the Macro picture for USD ?   I feel like the green back needs one last hurrah before it's done for a long time.  Doesn't seem to be anything sticky for the greenback in election years either.   Here are some (seemingly obvious) factors I'm evaluating and welcome thoughts : 1) Rates will go up late July and should be followed or coupled with $ strength - your chart is saying the same thing to me - buy the USD, Sell Gold and Oil.   2) The recent Crypto legal news is likely to start either a (further) major spike in Crypto or a melt up as well - After almost 2 years of holding my XRP it's just above even and as soon as I can buy some more I plan to. 3) The Dollar and TNX will drive where we go.  Media is hyping both down but and at the same time calling out that the Magnificent 7 can not lead us forward but oh the SnP will make a new ATH.   Game plan is struggling... I continue to be long banks, tech, commodities, crypto 2 weeks out and short tech and spy 4 months out.   I went long GOOG last week and kept adding ... I expect to crush that trade when I close tomorrow and also expect banks could explode as well to keep the good news coming.   Here is the question -> Can the $ and TNX continue lower for 1 more week while we create a little bit of an exuberant blow off while Crypto and Meme start to go nuts and then the Green back has it's last hurrah in August... i'm missing something or I've got it totally backwards.