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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.
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GMG Research
Oil Momentum, Semiconductors, and Global Markets
Oil, AMD, Bitcoin
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GMG Research
Evolving Market Trends: Energy, Tech, and the Timing Game.
Energy & commodities have been leading this market, along with short bonds.
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GMG Research
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…
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GMG Research
Price action is what really matters. Fundamentals are just a narrative.
Follow us @gmgresearch
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GMG Research
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…
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GMG Research
July 2023
GMG Quick Update
Be patient. QQQ is historically way too overbought, almost 23% above the 200ma
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GMG Research
2023, The Second Half.
Enjoy the alpha.
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GMG Research
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…
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GMG Research
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…
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GMG Research
The Simple GMG Weekly
Follow us on twitter @gmgresearch.
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GMG Research
Market Shifts: Equal Weight, Energy & Commodities
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GMG Research
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