HeyJaredThe Lovell Bull & Bear Report
Blending classical technicals with asymmetric risk-reward—and a macro lens that sharpens the view.
- Indexed issues, last 90 days
- 11
- Latest publication
- Oct 1, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 4, 2026
Latest issues
Something Has to Give (opens the original)
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The big story remains the continued meltdown in bond prices, or melt-up in yields.What makes it interesting is that it’s happening while oil is falling. WTI is down roughly 16% from its mid-September highs and around 25% below the April highs. One of the more obvious inflationary inputs has been easing, yet long-end yields are still pushing aggressively higher.The Lovell Bull & Bear Report is a reader-supported publication. To receive new posts and support my work, c
Golden Week? (opens the original)
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Starting with gold today. On Friday I said gold’s relative performance since late July had been impressive, given the rise in bond yields and renewed strength in the US dollar. Well, it finally cracked. Gold broke through the key US$4,270 level I had been watching and has since been heavily liquidated. It traded as low as roughly US$4,120 on Monday, down more than 3% on the day, which put it at its lowest level since early August.<a class="image-link image2 is-viewable-img" href="https://substac
Credit Saw It First (opens the original)
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I know, I know, two notes in one day is a bit much, but I started reading about this Oracle news, then I started checking the charts. Then I went down a rabbit hole.<img alt="" class="sizing-normal" height="952" src="https://substackcdn.com/image/fetch/$s_!qb1h!,w_1
Gas Breaks, Coal Waits, Gold Holds (opens the original)
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Henry Hub jumped more than 8% last night, breaking above US$3 and, more importantly, through its 200-day moving average.<img alt="" class="sizing-normal" height="983" src="https://substackcdn.com/image/fetch/$s_!Sfxz!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive
Something isn't right (opens the original)
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Last night the U.S. 10-year broke decisively through 5%. The dollar broke out above 101. And the S&P 500 and Nasdaq are still sitting at or near record highs.<img alt="" class="sizing-normal" height="983" src="https://substackcdn.com/image/fetch/$s_!6sxJ!,w_1456
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