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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 week or into next. When they do, equities and bonds will fall together.
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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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Follow us on twitter @gmgresearch Fed funds futures are already showing an expectation of 2 rate CUTS in 2023. Falling materials/metals/crude suggest…
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Now that the QQQ>XLE alpha is over. Focus on the rally about to happen in commodities (CANE, WEAT, SOYB & CORN), a weaker dollar and strong mega-cap …
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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…
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Energy vs Tech
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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…
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