Portfolio Watch: NVDA or Bust?
Hello everyone and welcome back to yet another assessment of our macro book- and as per usual accompanied by our current macro outlook!We knock on...
613 Views
MacroVoices #414 Louis Vincent Gave: Party Like itâs 1999
The online discussion on the nuclear renaissance is scheduled for Sunday, featuring panelists Justin Hewn and Thomas Jam Patterson, and key news to...
596 Views
Macro Regime Indicator: Time to Embrace a New Economic Dawn?
The recent performance of the US economy prompts a reassessment of long-held market sentiments. As we witness an intersection of sturdy growth,...
343 Views
Steno Signals #85 â NFP Report Full of FAKE News?
A week of bizarre front-end volatility has come to an end. From âhigher for longerâ to banking crisis 2.0 to inflation crisis 2.0 in a matter of...
362 Views
Portfolio Watch: Riding a Rollercoaster
Main Takeaways: â The Yellen Put is still alive while Powell is tied to his (premature) December pivotâ We find it likely that volatility will...
471 Views