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The emergency fed pivot.
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…
GMG Research
Oct 3, 2022
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The emergency fed pivot.
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US Dollars
USD vs SPY
GMG Research
Nov 14, 2022
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US Dollars
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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, 2022
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Price action is what really matters. Fundamentals are always just a narrative.
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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…
GMG Research
Jan 3
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Investing: A 2023 Survival Guide
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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, 2022
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Look beyond equity markets.
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Straight to the point alpha.
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
Jul 11, 2022
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Straight to the point alpha.
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Rice is the answer.
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
Aug 29, 2022
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Rice is the answer.
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Quick Update
Expect some pressure on equities from USD and commodities this week.
GMG Research
Jan 23
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Quick Update
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Currencies are at risk.
Trading one asset class is trading blind.
Sep 26, 2022
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Currencies are at risk.
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The 60/40 portfolio is in shambles.
UK pensions & the USDJPY cannot handle the rate hikes.
GMG Research
Oct 17, 2022
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The 60/40 portfolio is in shambles.
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The opportunity in draw-downs.
We prefer to lean against the current overwhelming negative consensus…
GMG Research
Jan 9
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The opportunity in draw-downs.
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The Great China Upgrade.
Reopening.
GMG Research
Dec 5, 2022
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The Great China Upgrade.
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