Current situation: 1. Stocks are rising like the US economy is soaring 2. Oil prices are falling like we are entering a recession 3. Gold is rising like the Fed is cutting rates into inflation 4. Bitcoin is falling like Fed rate cuts are postponed 5. Home prices are rising like more rate cuts are coming 6. Treasury yields are rising like stagflation has arrived The market is entering a new era of monetary policy.(The Kobeissi Letter)