GMO Q2 2022 Quarterly Letter
Equity investors in countries with overvalued currencies have two ways to lose and those with undervalued currencies have two ways to win. Today’s...
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Mid December Equity Peak
Equity rally cycle very extended in Asia and Europe with some tailwinds for the US into the next key cycle timeline. USD near a cycle low expected...
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Trigger Levels for a Harder December Pullback
Our cycle work suggests equity weakness into December 20th and raising the stakes on Tariffs, increases risk of a downside overshoot as does a...
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Are US Stocks A Buy Yet?
5%-like rallies on Wall Street are signs of a bear market not a bull market Bull markets require strong liquidity and low risk appetite, neither...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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