We can talk markets but in the short-term, it is all about the trade deal as Trump meets XI. Both seem stuck on their side.

From yesterday:

We continue to believe the move in gold is real but our pullback thought continues.

SEMIS real strong yesterday. MU news was catalyst. MU earnings stunk.

Did UTILITIES and REITS top for now yesterday? Decent chance…especially REITS.

PAYX…check out what it did.

A chance that INSURANCE, MANAGED CARE, CONSUMER STAPLES hit a wall yesterday as all had near-term rolling over.

Poor action on most HEALTHCARE.

BA was down $20 earlier as worry about latest fix. As we write this, only down $9. BA stock had been repairing damage. Will watch closely how this finishes today.