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Our daily discipline includes researching and writing a top-down look at the markets, called Morning Notes.

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Morning Notes — Yield Curve

Morning Notes — Yield Curve

Next week includes earnings for a number of SMID-cap cloud software/growth companies including ZM (Monday pm), BOX/CRM (Tuesday pm), CRWD/OKTA/SNOW/SPLK (Wednesday pm) and DOCU (Thursday pm). Cyclical and value sectors have been in favor since the PFE/BNTX vaccine data hit on Monday 11/9, while the SMID-cap Tech/growth stocks have mostly marked time.