Stagflation leading to Recession - The Kodiak Bear Thesis

Hope everyone had a great day today.
I spent the weekend in Montana exploring some beautiful country, a little time in the mountains sure helps me feel recharged and focused. Today was low volume with big intraday swings, this points to indecisiveness in the market. We have a full agenda tomorrow, could be some of the reason why.
I think Conq’s post today is a great summary of what to look for tomorrow.
Here is the post below:

The only thing I would add is to pay attention to WMT and HD earnings before the bell. These are 2 heavy hitters in retail that will report right before retail sales numbers go live. The combination of the two should set the stage for the day.

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