bearish•MSCI Emerging Markets Index•25 Apr 2023 13:44
MSCI Emerging Markets Index (MXEF): Weekly Close Confirms Bearish Multi-Week Risk
30+ years as a technical analyst and a razor sharp focus on momentum confirmation delivered TMA a 75% unleveraged return on our 7 Smartkarma...
bullish•MSCI Emerging Markets Index•28 Mar 2023 04:33
MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
bullish•Cross Asset Strategy•20 Jul 2023 19:01
A Secret US-China Accord? Will It Boost Global Liquidity?
Treasury Secretary Yellen's recent trip may have led to a secret US-China Accord that allows the US dollar to weaken and China's PBoC to ease...
bearish•Macroeconomics•19 Jul 2023 13:23
China: An Accident Waiting to Happen? Comparing the Current Chinese Economy to the One in 2015
Current economic conditions in China increasingly resemble those of 2015-2016, with some looking worse than eight years ago.
bearish•Cross Asset Strategy•04 May 2023 17:53