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Thoughts on the current market.
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Jul 23
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Thoughts on the current market.
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June 2024
Sell the first rate cut, when it happens.
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Jun 17
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Sell the first rate cut, when it happens.
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THE IMPORTANCE OF MACRO
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Jun 10
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THE IMPORTANCE OF MACRO
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A Rising S&P Despite Weak Breadth: What’s Hot and What’s Not.
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Jun 3
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A Rising S&P Despite Weak Breadth: What’s Hot and What’s Not.
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May 2024
Key Opportunities & 12 Charts That Matter
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May 28
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Key Opportunities & 12 Charts That Matter
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Charts that matter.
Bitcoin, Pinterest, AUDUSD, Industrial metals, AMD
May 20
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Charts that matter.
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11 Charts That Matter
Special write-up on Recursion's (RXRX) partnership with Nvidia
May 13
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11 Charts That Matter
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April 2024
12 Charts That Matter
Big announcements coming soon.
Apr 29
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12 Charts That Matter
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War can be the scapegoat for a rate cut.
Be sure to check out last week’s piece Zero Rate Cuts & follow us @gmgresearch.
Apr 15
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War can be the scapegoat for a rate cut.
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Zero Cuts This Year
Back in Q3, markets were jokingly pricing in FIVE rate cuts. We previously anticipated only one. Now, we're revising our expectation to ZERO rate cuts…
Apr 8
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Zero Cuts This Year
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Navigating markets this week.
Vanguard doesn’t expect a rate cut in 2024. We expect 1. S&P 500: % of stocks above the 200ma is showing overbought conditions. If you are going to…
Apr 1
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Navigating markets this week.
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March 2024
Strategic Insights: Navigating The Current Market
Gold volatility is expanding and suggesting a weaker dollar. Japan (risk-on) was down big today and will spillover to US markets. High beta continues to…
Mar 11
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Strategic Insights: Navigating The Current Market
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