Here's How Markets Could Melt Up into Year End

It’s make or break time for Mr. Market.

Over the next couple of weeks, I’m watching the small cap index (IWM) to either confirm or deny a year-end melt up in risk assets. In today’s weekly update, I’ll explain why this melt up thesis is perhaps the most exciting macro opportunity in today’s market. The asymmetry here is just too good to ignore.

Based on…