GMG Research | Substack

Follow us: @gmgresearch Quick Takes: Last week’s “Use fear as opportunity” email validates that timing is everything. Equity markets are near a short-term low. Watch mega-caps lead. The average inflow price for the S&P since Nov 2020 is around 4160.

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Those who survive will come out stronger.

May 9

Follow us on twitter @gmgresearch Quick hits: Use this draw-down as an opportunity. The VIX cannot sustain the currently implied daily swings of 1.9…

May 2

There is a greater chance of the fed becoming incrementally more dovish in the intermediate term rather than more hawkish.

Apr 18

Price action is what really matters. Fundamentals are always just a narrative.

Apr 11

Last week’s article: Inflation and how it will be tamed at costs The surge in home prices will collapse under rising mortgage rates Consolidation is…

Apr 4

Inflation will be tamed. No matter the cost.

Mar 28

While risk-assets continue to rip higher, be sure to follow us on twitter! We will publish a report next week. @gmgresearch The S&P Is Breaking Out Of…

Mar 25

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