On The Art Of Macro Portfolio Construction
Global macro and markets are a gigantic puzzle that will always fascinate investors and lure most to believe that in the end we can put all the...
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Weekly Stock Bullfinder - Week of 7/18
Earnings season will pick up this upcoming week with key reports expected from notable names like Bank of America, Tesla, Netflix, Johnson &...
322 Views
Is Bear Market over? Probably not
The first half of June has been very tough. When markets understood that a 75 bps rate hikes was coming, they quickly reacted and the result has...
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The Commodity Report #57
The benchmark, CRB Commodity Index, ended the week 3,4% lower It was a tough week for investors who have long positions on commodities in place....
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Weekly Stock Bullfinder - Week of 6/27
The Ukraine/Russia war has been the significant geopolitical event this year that has dominated market headlines with the different twists and...
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