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…
USD vs SPY
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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We prefer to lean against the current overwhelming negative consensus sentiment. The US Dollar is currently oversold due to weakness against the…
There is a greater chance of the fed becoming incrementally more dovish in the intermediate term rather than more hawkish.
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 …
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…
Expect some pressure on equities from USD and commodities this week.
Trading one asset class is trading blind.
UK pensions & the USDJPY cannot handle the rate hikes.
We prefer to lean against the current overwhelming negative consensus…
Reopening.