Overview #7 Speculative Positioning Review
​Recent events/data have led to a dialing back of expectations for US interest rate cuts, while CFTC data indicates a decrease in speculative...
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False Breakouts and Breakdowns - The Nikkei, Gold, Copper and the JPY
​Gold's false breakout may lead to a period of stagnation, while the Japanese Yen strengthens and copper faces potential new lows.
440 Views
CX Daily: Why China’s Tightening Its IPO Regulation
IPO / In Depth: Why China is tightening its IPO regulation China is tightening its grip on the country’s stock market with a set of new...
181 Views
Overview #5 – Overheated Commodities Get Some of the Steam Taken Out of Them
​Global regulators increase margin requirements for certain commodities, while the Federal Reserve belatedly warns of inflation risks.
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"There’s Gold in Them Thar Hills" – Value in the Diversified Mining Sector
​BHP bid for Anglo highlights value in the mining sector. The long-term underperformance of the sector is in the process of being reversed and has...
406 Views