Shorting the EEM Peak
Increasing evidence of an EM top is mounting as we tie in seasonality, our cycle timeline work, overhead physical barriers, the dollar and our...
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EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
305 Views
International Compass
Top-down and bottom-up technicals continue to articulate a bullish global outlook.  However a big rotation is underway.  The "anti-reflation" call...
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US Rotation, EEM 44 and DXY 94.50 Inflection
ChartonicsSaturday 15 July 2017S&P updateTo view click on this link: https://www.screencast.com/t/Ayual8S3VPPYÂ 12:56 min. S&P - Rise into...
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10% 1H 2017 Portfolio Gain
We run through our biggest gainers and losers in the first half of 2017 month by month for closed positions and where we stand with our current...
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