Overview #79 — Dragged Up or Dragged Down
A review of recent events/data impacting our investment themes and outlook. We look at the breakout in bond yields and the dollar, which is...
117 Views
Overview #54 – The Spice Must Flow
A review of recent events/data impacting our investment themes and outlook. We look at opportunities to come as the sell-off continues
370 Views
Overview #41 – Securing Supply, Unlocking Value: Global Themes in Equities and Commodities
A review of recent events/data impacting our investment themes and outlook. Lithium, Japan, precious Metals and the Oil and Gas sector
1.1k Views
Something Is Brewing…
These chart patterns with a large base have the tendency to build the fundament for big breakouts. Something is brewing from a technical...
477 Views
US-Dollar Reversal Incoming?
Particular interesting could be setups in AUDUSD as well as CADUSD - two currency pairs that have been hit the hardest by the strong USD-cycle over...
387 Views