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Stocks continue to fade the market's opening direction, but unlike on Monday and Tuesday when stocks opened lower but battled back all day, yesterday it was a strong gap up followed by hours of sliding lower and into the close - closing at the lows. The Dow lost 70-points and big tech was the laggard yesterday with the Nasdaq losing 0.58%. Bonds were up again but yields, which move counter to bond prices, are now testing long term support.

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Stocks opened lower again yesterday, but like Monday, we saw some buyers step in almost immediately. While the buying wasn't very enthusiastic, it did keep the bears from getting aggressive, although the small caps took a big hit. The small caps could be the leaders going forward but they tend to be a lot more volatile and you have to understand and accept that if you're watching the day to day action. Bond yields fell to new multi-month lows sending the F-fund higher.

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Stocks open the new week sharply lower but dip buyers were quick to respond. While the major three indices did close in the red, they all did a pretty good job of closing off their lows. Once again the small caps outperformed despite a move higher in yields. They are calling it rotation as the beaten down small caps indices had been shunned since their peak in late 2021. Now, with rates potentially coming down, they are back on investors' radar. We've seen this before and it didn't last. Is ...

Another excellent day for the TSP funds on Friday, whether stocks or bonds, and the S-fund had another one of those returns that would be respectable for a full month -- in one day. The question is whether this is what they call a "blow off top", and a breakout leading to another leg higher? The dollar and yields cooperated by falling lower helping the situation.

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The C-fund's weekly winning streak was extended to a fifth week, but it was the dominant performance by the S-fund that stole the show. A rally across the stock market led the C and I-funds to respectable sub 1% gains, meanwhile that same rally propelled the S-fund to a weekly gain of over 3.5%.

As the S-fund continued its dominance through the end of November and into the new month, TSP Talk AutoTracker members began to sell the small-cap TSP fund. That was mostly true ...