Overview #19 – Don’t Buy the D@nm Dip!
A review of recent events/data impacting our investment themes and outlook. How will the incoming bear market in the US impact Asia
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What’s the Best-Performing Major Asset Class This Year? Hint-Its Yellow and Shiny!
Gold is reaching new highs without much attention, traditional drivers like low real rates and a weak dollar have not impacted yet. What does this...
355 Views
September Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
488 Views
Tactical Trading -Fed Meeting a Catalyst for Counter-Trend Moves
JPY, Gold, and Gold miners have the potential for a short-term reversal due to uncertainty over extent of Fed interest rate decision.
491 Views
Overview #7 Speculative Positioning Review
Recent events/data have led to a dialing back of expectations for US interest rate cuts, while CFTC data indicates a decrease in speculative...
348 Views