Good Tuesday morning.

The best buying opportunities of my career have come from the set-ups that are in place today: 

1) We’re still in the first year of a new bull market. One of the best smart money plays over the past year has been “buy the dip”. We’re buying this one too.

2) Sentiment reached extreme fear levels last week. Our "wall of worry” that’s firmly in place now also includes Israel at war. When markets respond to bad news by moving higher these are often the smartest of smart-money buy signals, certainly in a bull market like this one, being driven by record levels of global liquidity and our 5 "Big Bribe” Megatrends.

3) Fridays trading produced a sharp reversal higher on the hot jobs data while also giving us multiple “outside reversal days” in key indexes and sectors. Shades of the 10/13/22 capitulation and bear market bottom. 

4) Bonds have just had their best day since March, following the regional banking crisis and Fed bailout. The last time bonds were ...