Stocks Hit New All-Time Highs… But Utilities Are Telling Us Something

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The tape doesn’t lie: The bullish thesis I’ve developed over the past few weeks has been vindicated. Ever since late April, I’ve been pounding the table about it. The way higher is wide open.

Although, I’m a bit concerned as we move deeper into summer. What is it that makes me uneasy? Utilities, and the high degree of relative strength they’re exhibiting right now. We’ll talk about exactly why in just a minute.

But in general, there’s a lot to like right now. I’m particularly excited by what I see happening in the crypto space as we speak…

I think it could be an excellent way to generate alpha even in the late stages of this bull market. Here’s why…

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