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A Hard Landing Scenario.
Watch out for a rotation out of the broader market into ENERGY & GSG. Send your questions for next week's email to gmgmacroresearch@gmail.com
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GMG Research
The pain trade is higher. Watch the Chinese reopen Pt. 2
Follow us on twitter @gmgresearch. Dalio and BlackRock are both bullish China. QQQ (Mega-cap) and Quality Factor ($QUAL) continue to lead.
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GMG Research
The pain trade is higher. Watch the Chinese reopen.
Don’t forget to follow us on twitter @gmgresearch
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GMG Research
April 2023
March 2023
A Large Rotation This Week.
Follow us on twitter @gmgresearch before we go private.
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GMG Research
Coordinated Central Bank Action
This isn't the first time the Fed became a lender of last resort to other central banks.
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GMG Research
Buy The Fed Pivot? (BTFP)
Last night the Fed introduced a “Bank Term Funding Program” (BTFP)
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GMG Research
February 2023
January 2023
Quick Update
Expect some pressure on equities from USD and commodities this week.
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GMG Research
The opportunity in draw-downs.
We prefer to lean against the current overwhelming negative consensus…
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GMG Research
Investing: A 2023 Survival Guide
We prefer to lean against the current overwhelming negative consensus sentiment. The US Dollar is currently oversold due to weakness against the…
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GMG Research
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