Discover more from GMG Research
The watchlist for the week.
The only list to watch this week:
A continued rally in the USD and commodities (GSG) will pressure equities.
The CME Group CEO says there has been an uptick in institutional bitcoin activity.
A squeeze in energy is imminent if the 10yr gets over 4% again.
The energy sector is 11% of earnings in the S&P but only 5.1% weighting. Going higher.
Google: In May, the Google.io event will release the CHAT GPT killer. Data is the new currency. Use oversized draw downs as opportunity.
Coupang: Druckenmiller keeps buying…
Interesting but worthless chart.
Use these pairs to help navigate the markets.
Return always wants its risk payment. NOT INVESTMENT ADVICE.