GMG Research

GMG Research

The opportunity in chaos.

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GMG Research
Jun 20, 2022
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All you need to know:

  • Energy vs tech is the pair trade to watch. If the market is strong, QQQ>XLE

  • USD is rallying from the fed’s rapid rate hikes relative to other central banks

  • If tech and the market rally then watch the USD, commodities and energy fall.

  • We like: TTWO, KWEB, LQD, QQQ over XLE, market cap over equal weighted, short USD & commodities

Crypto:

T…

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