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The Fed is hosting an emergency meeting today at 11:30am. EXTREMELY OVERSOLD in the short-term. % of stocks above their 200ma and 50ma are at capitulation levels. Credit across seas is in crisis. Dollar is topping along with interest rate vol (MOVE index)
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Trading one asset class is trading blind.
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Enjoy!
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In our post from two weeks ago we wrote, “DO NOT CHASE THIS EQUITY RALLY. Your time to be a hero was 2 months ago”. Now it’s important to note the most…
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Key narratives: Yields will most likely go a bit higher from here assisted by a bounce in USD High beta will outperform low beta (doesn’t need to be…
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Understanding the current market: It’s Energy/Commodities/Yields/Low-beta vs Equities/Growth/Bonds/High-beta Commodities are looking ready to rally this…
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Recap from last week: “Energy vs QQQ is back. Expect a bounce back in energy for the week.” (XLE +10.22% vs QQQ +4.46%) “USD weakness helps bid energy…
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Energy vs QQQ is back. Expect a bounce back in energy for the week.
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