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GMG Research

Navigating markets this week.

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GMG Research
Apr 01, 2024
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  • Vanguard doesn’t expect a rate cut in 2024. We expect 1.

  • S&P 500: % of stocks above the 200ma is showing overbought conditions

  • If you are going to allocate to tech, focus on AMD NOW

  • Gold, Brent Crude and Commodities are all trending higher.

  • Spreads are extremely tight

  • USD is stable

  • Bitcoin continues to lead and has the highest sharpe ratio. We’ve been poundin…

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