Steno Signals #109 – What if We Are All Wrong on Liquidity, Rates and Commodities?
I am going to address three main topics of concern for investors given the current conflicting signals from the US economy.
1.4k Views
Positioning Watch – The Soft Landing Is Moving Towards a Recovery Trade
Overall positioning and sentiment indicators are starting to diverge, though. Most indicators show continued support for risk assets in H2.
317 Views
Equity Watch: The Trump versus Biden Basket
We’ve received loads of feedback from our clients regarding our Trump versus Biden basket. As a result, we will provide a detailed breakdown of...
433 Views
Long Volatility & Gold, Caution on Equities, and Short Dollar & Oil Under Trump 2.0
Former President Donald Trump was shot at a rally. Initial assessment suggests that shooting will boost Trump’s chances of winning the...
770 Views
Is this the Death of Gold Developers?
Mike Bevan's podcast is recommended and discusses the challenges facing WA gold explorers and developers, with parallels to the Orecorp saga and a...
363 Views