GMG Research

Home
Archive
About
It is all about the controlling narrative in the market. Just watch QQQ vs XLE, Interest rates (rising=bad) and Bitcoin Chinese tariffs are about to be rolled back. (KWEB stalling for now) Bullish. The weakness in yields, crude and copper shows recession is being priced in and we…
GMG Research
NewTopCommunity
Energy vs Tech
GMG Research
All you need to know: Energy vs tech is the pair trade to watch. If the market is strong, QQQ>XLE USD is rallying from the fed’s rapid rate hikes…
GMG Research
US equity markets are still getting blasted, while the 2 year yield hit 3.18% overnight. There is a massive liquidation in the crypto market which isn’t…
GMG Research
Real alpha
GMG Research
1
Equity markets are one giant PvP battle. We like China.
GMG Research
Follow us: @gmgresearch Quick Takes: Last week’s “Use fear as opportunity” email validates that timing is everything. Equity markets are near a…
GMG Research
Those who survive will come out stronger.
GMG Research
See all

GMG Research

AboutArchiveAuthors
© 2022 GMG Research
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing