Portfolio Watch: Here Comes the Metals Meltdown...
After a tricky few days, we have started gaining substantial traction in our portfolio again over the past 1-2 trading days.
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Great Game – Biden in Free-Fall and a French Ménage À Trois
Biden is starting to drop rapidly in polls after the US presidential debate. Many polls show Trump to have opened a 2-4 point lead nationally,...
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Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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EUR-flation Watch: April is hot (in inflation terms)
Welcome to our now-cast series on EUR-flation. We have been banging the drum on dovish surprises in the Euro area for a while, but there are signs...
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Steno Signals #95 – Is the Next Move a Hike?
Before getting to the financial word, I just briefly want to reiterate that we find a de-escalation most likely between Iran and Israel after the...
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