The stock market rally finally suffered substantial losses Thursday as the 10-year Treasury yields continue to rise. So, do we find ourselves staring down the barrel of a broad stock market retreat or a sector rotation? | |  | Back on Sept. 10 — heading into the last options expiry — I told you markets were headed back toward all-time highs.
The following week, I told you to ignore the "Evergrande" narrative, because China and the U.S. are two different countries headed in two different directions…
The U.S. is soaring and China is headed straight into the ground.
Mainstream media was having a huge freakout moment, however, with one Morgan Stanley analyst calling for a 20% correction.
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