Macro Strategy: Finding The Inflection Points
Recent developments seem to ease risks from the Trifecta of Challenges, offering potential improvements in DXY, yields, and liquidity.
279 Views
Funds in Focus Q4 2024 & 2024: A Better Quarter & Year for Active SA Equity Managers
During the last quarter of 2024, 55% of active SA equity funds outperformed their benchmarks. This is ahead of preceding quarter where 48% of...
253 Views
Macro Strategy: How High Can They Go?
The Key Risk events to monitor: the 10yr-UST yield testing the 5% level, the DXY reaching 111.4, and the CNY weakening further to 7.5.
260 Views
The Drill: It’s an Omnishambles in the Tariff Talks
Trades: Short DXY, Long Palladium, Long Copper / Short Iron Ore. Yesterday was a crazy day in FX and commodities as seen in chart 1
281 Views
Bill Mann & Mark Connors: Legacy Systems, Bitcoin, and AI Tech | The New Barbarians Podcast - #002
The podcast covered the rise of Bitcoin, the importance of the dollar index, predictions for Bitcoin's future, stock picking strategies in a...
70 Views