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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…
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There is a greater chance of the fed becoming incrementally more dovish in the intermediate term rather than more hawkish.
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Curve flattening: The tightening cycle begins in an already slowing economy. VIX at 29 is not sustainable. Banks are making outrageous calls on rate…
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Inflation will be tamed. No matter the cost.
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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.
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Price action is what really matters. Fundamentals are always just a narrative.
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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…
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Follow us: @gmgresearch Quick Takes: Last week’s “Use fear as opportunity” email validates that timing is everything. Equity markets are near a…
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Volatility is exhausted holding these levels and is lacking a new catalyst. Inflation is fading everywhere and the consumer is weak. Sentiment will…
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Those who survive will come out stronger.
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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…
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In our Jan 17th report, we made three bold calls heading into a tightening cycle. Brazil, Silver and Chinese Tech. Here is how they performed since…
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