El Paso: Trump's Waterloo
Consequential changes in sentiment in key states underscore the presidential prospects for the Democratic Party primary leader, former Vice...
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Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
544 Views
Democratic Primary: After Running Debate Gauntlets, Biden Emerges On Track
Ramifications of the 2020 US presidential election, 15 months away, will be global. Diverse outcomes are possible given the breadth of the...
491 Views
Risk Ripples Below SPX 2950
In this webcast we update levels and momentum triggers in our base case bear scenario post Fed and below SPX 2,950. We started shorting weaker...
518 Views
Post Fed Fade from SPX 3,023 Turn Level
Our base case called for a Fed induced rise to SPX 3,023 with risk to 3,050 to trim longs and put on short (sell the fact) exposure as a hedge for...
592 Views