GMG Research
After a complete battering of some speculative-tech names, most unskilled traders are still piling into stocks via hefty premium call options. This is happening while the economy is heading into a serious fed tightening cycle. Big money still has some juice to squeeze from them…
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The bottom line: The S&P trend is still intact Real yields ripped higher last week, which trashed speculative/tech/Ark MCHI & FB are great risk/reward…
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The S&P uptrend remains intact, while the short-term weakness in the dollar helps bid cyclicals. The “risk-on” assets like Bitcoin and tech stocks are…
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The S&P 500 hits a new high this morning. Bitcoin will lift everything, along with previous Nasdaq/Tech laggards.
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All of a sudden inflation is looking transitory. Energy and commodities are rolling over, while autos have already peaked and bond yields are falling…
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The reversal of the reversal has begun.
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As correlations with the S&P 500 elevate dramatically, Bitcoin will be the best indicator of risk-appetite.
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Early reported data suggest that the variant causes ‘mild/moderate’ symptoms (less severity) and is more transmissible. Bullish for risk assets. Bearish…
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