EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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SPX and Asia Bear Kick Off
A brief positioning sequence update as trade kicks off for 2019. Our S&P bounce sequence outlined after Christmas met our C wave target and now...
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Post G20 Fade Playbook with Best Short and Longs
Long positioning ahead of the G20 worked well. Trading into and Out of the G20.Sunday's note for premium subscribers outlined assets to get long on...
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BBSP - Tactical Cross Asset Weekly Paper
This Week in a nutshell...INDICES- In the current correction, 20500 Nikkei, 2600 S&P are the levels/supports to watch for an intermediate...
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FIFO Long Transition and Lead Signals for a Low in Asia
FIFO long sequence starts with Hong Kong and Korea which are resting on macro support zones where we are taking a bet.Relative lead signals in...
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