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Fear Is The Opportunity
Follow us: @gmgresearch Quick Takes: Last week’s “Use fear as opportunity” email validates that timing is everything. Equity markets are near a…
GMG Research
May 16
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Fear Is The Opportunity
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Use fear as opportunity
Those who survive will come out stronger.
GMG Research
May 9
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Use fear as opportunity
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Going against the grain.
Follow us on twitter @gmgresearch Quick hits: Use this draw-down as an opportunity. The VIX cannot sustain the currently implied daily swings of 1.9…
GMG Research
May 2
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Going against the grain.
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Look beyond equity markets.
There is a greater chance of the fed becoming incrementally more dovish in the intermediate term rather than more hawkish.
GMG Research
Apr 18
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Look beyond equity markets.
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Timing is everything. Bonds are blasted. Inflation will be tamed.
Price action is what really matters. Fundamentals are always just a narrative.
GMG Research
Apr 11
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Timing is everything. Bonds are blasted. Inflation will be tamed.
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Price action is what really matters. Fundamentals are always just a narrative.
Last week’s article: Inflation and how it will be tamed at costs The surge in home prices will collapse under rising mortgage rates Consolidation is…
GMG Research
Apr 4
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Price action is what really matters. Fundamentals are always just a narrative.
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The narrative around inflation will soon change.
Inflation will be tamed. No matter the cost.
GMG Research
Mar 28
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The narrative around inflation will soon change.
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Report to come out next week.
While risk-assets continue to rip higher, be sure to follow us on twitter! We will publish a report next week. @gmgresearch The S&P Is Breaking Out Of…
GMG Research
Mar 25
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Report to come out next week.
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The Commodity War
When managing money; it is crucial to understand the controlling narrative in the markets at the time. One minute it was Covid then 10 year yields and…
GMG Research
Mar 14
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The Commodity War
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Stress In The Funding Markets & The Precious Rally
It is time to start locking in all the excess outperformance from trash energy and turning focus to what really matters, risks in the funding market.
GMG Research
Mar 7
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Stress In The Funding Markets & The Precious Rally
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Follow us on Twitter
@gmgresearch
GMG Research
Mar 7
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Follow us on Twitter
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The VIX Needs A New Catalyst
Volatility is exhausted holding these levels and is lacking a new catalyst. Inflation is fading everywhere and the consumer is weak. Sentiment will…
GMG Research
Feb 28
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The VIX Needs A New Catalyst
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