3 stocks sectors that will win in the Fed's great balance sheet unwind

1. Healthcare
2. US small caps
3. Europe

-Stephen McBride

3 Black Swans

1. Yellen overshoots
2. ECB runs out of bullets
3. Chinese debt meltdown

- John Mauldin

How the yield curve forecasts recession

Very steep yield curve - inflation is likely to accelerate
Inverted yield curve - predicts coming recession
When inversion ends and begins to steep again - economic recovery, great time to buy bonds

- Rob Insana , Message of the Markets

Note: this warning sign may have become surpressed under the Fed's artificial low interest rate policy