Stocks Vs. Commodities Ratio // China Wants to Boost Its Property Sector (But How)
The Chinese Communist Party’s Politburo, one of the country's top decision-making bodies, on Monday, released a statement outlining plans to boost...
386 Views
Change in Portfolio Weighs - The Fed Rules: Increasing the Weights of Equities and Treasuries
After the latest FOMC meeting and a dovish-sounding Powell, the odds we have reached the end of the tightening cycle have spiked, boding well for...
434 Views
Positioning Watch – The Goldilocks Scenario is Intensifying
Happy Saturday everyone, and welcome back to our weekly positioning watch, where we dissect how traders and investors are positioned
498 Views
Portfolio Watch: Timing the Beta Exit
Hello Everyone and welcome back to our weekly Portfolio Watch! Quite an interesting week here leading up to central bank decisions
438 Views
Equity Markets – Is Icarus Flying Too Close to the Sun?
Markets are incredibly eager to discount lower inflation, pushing the Fear & Frenzy Sentiment further into Frenzy territory.
623 Views