Expect some pressure on equities from USD and commodities this week.
We prefer to lean against the current overwhelming negative consensus…
We prefer to lean against the current overwhelming negative consensus sentiment. The US Dollar is currently oversold due to weakness against the…

December 2022

Quick and simple: The Fed will position the narrative for more rate hikes. The moment they let up, the market will rally 2 hikes in 2 days, negating…
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Reopening.

November 2022

USD vs SPY
Trading one asset class is trading blind.

October 2022

UK pensions & the USDJPY cannot handle the rate hikes.
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…

September 2022

Trading one asset class is trading blind.
Enjoy!

August 2022

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…