Positioning Watch – Is the Santa Rally at risk of being canceled? Not yet..
Hi everyone, and welcome back to our weekly positioning update. I’ve been puzzled over the past weeks of just how much risk assets have been...
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Steno Signals #175 – 4 asymmetrical cases for Santa Powell
Happy Sunday, everyone, and welcome to my weekly editorial on everything tradable in macro! I was confident heading into last week that the U.S....
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Here is what we told Hedge Funds this week – and how we’re trading it!
Happy Friday! Every week, we dive deep into macro trends, analyze asset movements, and uncover the best value plays in the world of macro. These...
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Crypto Moves #55 – The Charts That Determine Whether We End 2024 Above $100,000
Just two days ago, Bitcoin surged past the $100,000 milestone for the first time, reaching a peak of $104,000. This achievement is highly...
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Crypto Crisp: Indeed, Ethereum Shines Again
In Crypto Moves #44 from September 19, we stated that Ethereum would shine again. This prediction appears to be steadily materializing. Since the...
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