US: TACO to the Rescue Again; Gulf Between 2 Sides Remains Gaping
​Trump's victory claim is matched by Iran's, and is overshadowed by a potential resumption of war amid wide differences in peace proposals,...
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US-Iran: Scenarios for Escalation Remain Dominant, with Deal Prospects Obscure
US likely to invade Kharg & other isles, not bomb Iran's infrastructure. Market pain expected to continue. TACO remains low probability. Stay...
166 Views
The Trump Transition Trade: Q1 2025 AI-Designed Tactical Alpha Capture ETF Portfolio
​A Q1 2025 tactical ETF Portfolio focuses on Technology, Cryptocurrency, Quality, and Regional Opportunities with sophisticated risk management and...
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Mat-Chem Notes for the Week Ended September 4 2022
KEY HIGHLIGHTS WTR-CMI last week. In another down week for the market, the S&P 500 retreated 3.3%, while the Russell 2000 lost 4.7% of its...
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Biden's Legislative Wins Provide a Boost to Growth, but Recession Still Inevitable
RGDP growth of 2%YoY in H1CY22 & 53yr low of 3.5% unemployment affirm the US isn't in recession. But Fed Funds will reach 3.5% by end-year,...
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