We discuss interest rates, inflation data, commodity prices, and continued deterioration of market breadth.

We discuss market breadth, sector rotation, capital gains taxes & where we're seeing overall momentum. We also look into how the market has done in year two after major market shocks.

- Bullish vs. Bearish Argument - Global Growth Projections - Small-Cap Strength - All Asset Momentum Breakdown - Volatility Update - Offense vs. Defense - Dollar vs. Commodities - SPX Momentum

February 2021 Market Update. We walk through arguments for both a Bullish & Bearish viewpoint in addition to giving a small glimpse into a few of the tools that we utilize to help manage risk and volatility.