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China, Sugar, and Volatility: Navigating the Investment Landscape

The Great China Upgrade.

US Dollars

Signs Of Stress: MCD & Powerball at all time highs.

The 60/40 portfolio is in shambles.

The emergency fed pivot.

Currencies are at risk.

Rice Is The Answer Pt 2.

Rice is the answer.

Return always wants its risk payment.

Don’t chase the herd or this rally.

The pain trade is higher.

The "Most Hated Rally"

3 Charts

Straight to the point alpha.

The market's controlling narrative.

The only pair trade to watch.

The opportunity in chaos.

What to do as "crash-correlations" approach 1.

Updated charts from 2 weeks ago.

Real Alpha

Fear Is The Opportunity

Use fear as opportunity

Going against the grain.

Look beyond equity markets.

Timing is everything. Bonds are blasted. Inflation will be tamed.

Price action is what really matters. Fundamentals are always just a narrative.

The narrative around inflation will soon change.

Report to come out next week.

The Commodity War

Stress In The Funding Markets & The Precious Rally

Follow us on Twitter

The VIX Needs A New Catalyst

Too Much Fear & The Golden Breakout

The Active Manager's Market: What To Know

Everyone is hedged for a crash. Watch the VIX and real yields.

The True Performing Assets In This Market: A Quick Overview

Digging Out Of This Drawdown

What to focus on in these markets.

What to watch heading into 2022.

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