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The Fed is hosting an emergency meeting today at 11:30am. EXTREMELY OVERSOLD in the short-term. % of stocks above their 200ma and 50ma are at…
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USD vs SPY
GMG Research
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
2
We prefer to lean against the current overwhelming negative consensus sentiment. The US Dollar is currently oversold due to weakness against the…
GMG Research
There is a greater chance of the fed becoming incrementally more dovish in the intermediate term rather than more hawkish.
GMG Research
Now that the QQQ>XLE alpha is over. Focus on the rally about to happen in commodities (CANE, WEAT, SOYB & CORN), a weaker dollar and strong mega-cap …
GMG Research
In our post from two weeks ago we wrote, “DO NOT CHASE THIS EQUITY RALLY. Your time to be a hero was 2 months ago”. Now it’s important to note the most…
GMG Research
Expect some pressure on equities from USD and commodities this week.
GMG Research
Trading one asset class is trading blind.
UK pensions & the USDJPY cannot handle the rate hikes.
GMG Research
We prefer to lean against the current overwhelming negative consensus…
GMG Research
Reopening.
GMG Research
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