Steno Signals #194 – A Mar-a-Lago Accord- or Meltdown?
Happy Monday and welcome to my weekly editorial on everything macro. Everyone’s talking about the USD meltdown and whether it marks a seismic...
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CX Daily: Cargo Ships Are Racing Across Pacific as U.S.-China Tariff Deadline Looms
TOP STORY Tariffs / Cargo ships are racing across Pacific as U. S. -China tariff deadline looms In a desperate sprint to beat looming...
265 Views
2025 High Conviction Idea: The Case for a Rotation Out of India into HK/China Part 2
With the HSI (22,700)and the HSTech index (5,500) hitting resistance levels, we would sell SOME here. We will likely go higher but may not go...
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Steno Signals #181: Welcome to the golden age for risk taking (and scams)
Happy Sunday, and welcome to my weekly editorial on everything macro and markets. It’s been an incredibly eventful weekend in Trump-land, and...
733 Views
CX Daily: As Risks Mount, China Races to Regulate Battery Recycling
Batteries / In Depth: As risks mount, China races to regulate battery recycling China’s ardent efforts in the green transition have made it the...
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