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The 10-Year Yield
What to monitor: The continuation in energy/commodities is strengthening the case for a RATE HIKE in November.
Sep 18
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The 10-Year Yield
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Oil Momentum, Semiconductors, and Global Markets
Oil, AMD, Bitcoin
Sep 11
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Oil Momentum, Semiconductors, and Global Markets
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Evolving Market Trends: Energy, Tech, and the Timing Game.
Energy & commodities have been leading this market, along with short bonds.
Sep 5
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Evolving Market Trends: Energy, Tech, and the Timing Game.
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August 2023
Momentum in energy and no bid for bonds.
Key Points: We continue to be patient on equity exposure. Energy & commodities have been leading this market, along with short bonds. The current…
Aug 21
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Momentum in energy and no bid for bonds.
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Price action is what really matters. Fundamentals are just a narrative.
Follow us @gmgresearch
Aug 14
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Price action is what really matters. Fundamentals are just a narrative.
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The only market summary you need.
Be patient for US equity exposure. We are still in the camp of higher rates for longer (short bonds). Energy is catching up with technology & the higher…
Aug 7
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The only market summary you need.
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July 2023
GMG Quick Update
Be patient. QQQ is historically way too overbought, almost 23% above the 200ma
Jul 21
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GMG Quick Update
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2023, The Second Half.
Enjoy the alpha.
Jul 3
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2023, The Second Half.
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June 2023
Invite your friends to read GMG Research
Thank you for reading GMG Research — your support allows us to keep contributing alpha to everyone. Now you can participate in our referral program that…
Jun 20
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Invite your friends to read GMG Research
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GMG Weekly
The VIX hit pre-covid lows last week. Bitcoin: BlackRock and Fidelity both file for SPOT Bitcoin ETFs (Important) US Dollar denominated Bitcoin needs to…
Jun 20
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GMG Weekly
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The Simple GMG Weekly
Follow us on twitter @gmgresearch.
Jun 12
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Market Shifts: Equal Weight, Energy & Commodities
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Jun 5
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Market Shifts: Equal Weight, Energy & Commodities
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