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It seems this morning that the everything rally is back. These next two weeks historically tend to trade well into the upside.

• Right now the market is trading like it is calculating better growth for the U.S., with the 10yr hovering around 4.16%. Resistance is around 4.30%.

• Rates around the world are breaking towards the upside, JGBs are leading this charge.

• Discretionary vs. Staples is breaking out to new highs. Risk on for the most part. USD is continuing to weaken.

• DDR5 RAM prices are through the roof and now Sony announced they are pausing production of their SATA SSD chips. Good luck building a nice computer now.

• If Bitcoin bounces, it bounces here.

   

Below are 7 charts for the week. But first…

GMG Collectibles:

We released our first ever publication for Collectible investing today. Click here.

Hasbro released in their recent quarter that Magic: The Gathering added roughly 8% to revenue growth this quarter and is up 42% YoY.

One Piece has completely overtaken the hype and euphoria of Pokemon in the last 90 days. Off the charts. Guess who owns it? Bandai.

Bandai owns One Piece, Elden Ring, Dragon Ball, Tamagotchi, Naruto and much more. Anime is growing at a rapid pace along with TCG IP. Great risk/reward on the stock as well.

 

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